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Collaboration tools: the categories to know

Business collaboration tools: messaging, video calls, project management, shared documents. What each category is for and how to choose.

People working on laptops in a coworking space
Photo: Thecommondesk, Wikimedia Commons (CC BY-SA 4.0, cropped)

In short:

  1. Collaboration tools cover communication, project management and document sharing.
  2. All-in-one suites bring several functions together, at the cost of less specialisation.
  3. Usage rules (which tool for what) matter as much as the choice of tool.
  4. Access rights must be managed carefully, especially for sensitive documents.

The main categories of collaboration tools

Collaboration tools let a team communicate, share documents and track progress, whether it works in the same office or remotely.

CategoryMain use
Instant messagingQuick exchanges by channel or team
Video conferencingRemote meetings and screen sharing
Project managementTasks, deadlines, owners
Shared documentsCo-writing and version tracking
Online storageAccess to files from any device

All-in-one suite or specialised tools

An all-in-one suite simplifies account and access management. Specialised tools often offer more advanced features in their field. Either way, connections between tools make it possible to automate repetitive tasks, such as creating a task from a message.

Good usage practices

  • Define where discussions happen, where documents are stored and where tasks are tracked.
  • Limit access rights to the people concerned, especially for documents from payroll software.
  • Check where data is stored: the topic ties in with web hosting and the cloud.

Frequently asked questions

What are the main collaboration tools in a business?

The main categories are instant messaging, video conferencing, project management, shared document editing and online storage. Some suites bring several of these functions together in a single environment.

How do you choose a project management tool?

Start from the way the team works: task lists, column boards, timeline charts. Ease of use, integrations with existing tools and access rights management are then decisive.

How do you avoid tool sprawl?

By defining a clear purpose for each tool (where to discuss, where to store documents, where to track tasks) and checking whether an existing tool already covers a need before adding a new one.