> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Collaboration

> How teams work together in Orbis — shared data, commenting, task assignment, and what stays private.

Orbis is built for teams. Most data in your workspace is shared across the organization, but some things — like your personal inbox — stay private. This page explains what's shared, what's not, and how to collaborate.

## What's shared

When you're part of an organization, the following data is visible to all members:

| Data                   | Shared? | Details                                            |
| ---------------------- | ------- | -------------------------------------------------- |
| **Contacts**           | Yes     | All contacts belong to the organization            |
| **Companies**          | Yes     | All companies belong to the organization           |
| **Boards**             | Yes     | All boards and their tasks are visible to the team |
| **Campaigns**          | Yes     | Campaign status, drafts, and response tracking     |
| **Agents**             | Yes     | All agents and their activity                      |
| **Custom objects**     | Yes     | All custom object records                          |
| **Organization notes** | Yes     | Notes with visibility set to "Organization"        |
| **Organization tasks** | Yes     | Tasks with visibility set to "Organization"        |
| **Comments**           | Yes     | All comments are visible to organization members   |

## What's private

| Data              | Private?    | Details                                                                          |
| ----------------- | ----------- | -------------------------------------------------------------------------------- |
| **Inbox**         | Yes         | Your Gmail threads are only visible to you — other members cannot see your email |
| **Calendar**      | Per account | Each member sees events from their own connected Google accounts                 |
| **Private notes** | Yes         | Notes with visibility set to "Private" are only visible to the author            |
| **Private tasks** | Yes         | Tasks with visibility set to "Private" are only visible to the creator           |

<Info>
  Your email inbox is never shared with other organization members. Even if multiple team members connect Google accounts, each person only sees their own threads.
</Info>

## Commenting

Comments are available on almost every entity in Orbis — contacts, companies, tasks, boards, notes, campaigns, agents, and more.

### How commenting works

* Click the **comments** icon on any record to open the comment sidebar
* Type a comment and press **Enter** to post
* **@mention** team members to notify them directly
* **React** to comments with emoji reactions
* **Reply** to create threaded conversations
* **Resolve** a comment thread when the discussion is complete

### Filtering comments

Use the filter dropdown in the comment sidebar to view:

* **All comments** — everything on this record
* **Open** — unresolved threads
* **Resolved** — completed discussions

<Tip>
  Use @mentions to bring a teammate's attention to a specific contact, task, or note. They'll receive a notification with a direct link.
</Tip>

## Task assignment

Tasks can be assigned to any team member in your organization.

* When creating or editing a task, choose an **assignee** from the team member dropdown
* The assignee sees the task in their own Tasks view
* They receive a notification when assigned and when the task is due
* Tasks default to assigning to yourself, but you can change this at any time

Tasks on boards can also be picked up by AI agents. See [Tasks](/tasks) and [Boards](/boards) for details.

## Notes visibility

When creating or viewing notes, you can toggle between two visibility modes:

* **Private** — only visible to you (the default)
* **Organization** — visible to all members of your organization

Use the visibility toggle in the notes list to switch between viewing your private notes and organization-wide notes. This lets teams share meeting notes, research, and context while keeping personal notes separate.

## Best practices

* **Use organization visibility** for notes about contacts that the whole team interacts with — meeting summaries, deal context, relationship history
* **Keep private** anything personal — draft thoughts, personal reminders, sensitive notes
* **@mention teammates** on comments rather than sending a separate message — it keeps context attached to the record
* **Assign tasks** to specific team members when accountability matters, or leave them unassigned on a board for agents to pick up