Now that you've set up your Group folders, you're ready to invite your teammates to your first document.
What you'll learn...
- How to add teammates to a new document
- Sharing your first document
- Move your document to a Group folder
Invite your team. Start small to win BIG
You don't have to roll Quip out to everyone in your company all at once. Pick a few of your close teammates first to form a pilot group and test out Quip together. Once you've proven success with your pilot group, you can begin to invite more teammates in on the fun. Momentum is your greatest ally, so get Quip moving with a few people so you can roll it out to many more later. You'll be breaking through information barriers in no time at all.
Add your teammates to Quip through a new document
The best place for your teammates to land in Quip is a document because that's where the magic happens. You're welcome to start your team on a business use-case like meeting notes, a project plan, or documentation. But if you're just trying to get you team on the same page to show off Quip's capabilities, we recommend you follow the exercise below.
Create a new document
For now, it's okay for your document to live in your private folder. You can move it to a Group folder later. In this exercise, you're going to create a silly document to keep things simple and fun. In the process you'll achieve the following outcomes:
- Make use of concurrent editing
- Demonstrate the different editing and styling features
- Showcase tasks
- Highlight how to embed a spreadsheet in a document
- Use the sidebar to show off document chat
In just a few minutes your team will see the value of Quip and you can move on to building real business use-cases together. Go into Quip and create this document. Replace the names here with the names of your teammates.
Share the document with your team
Use the share button in the top right of your new document to share the document with your teammates. Make sure you select Share with individual people.
You can invite your teammates to the document using their email addresses. This will send an email notification inviting them to join your Quip site and will send them directly to the document once they've signed up.
Play around in the document and highlight the features in this guide: 7 things to do on your first day in Quip. Especially make sure they try @mentions – it's the one feature your team must know about. The magic of Quip is that it combines communication and documents in one place. Your team will quickly recognize the difference once they get a chance to try it.
Add your team to all Group folders
Now that your team has a basic idea of what they can do in Quip, open the site up to them. Give them access to the Group folders you created earlier. This will highlight your vision for Quip and your pilot group can help change the way the rest of your team works too.
- Best practices for inviting your team to Quip
- How to work with your team in a doc