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Collaborate in Real-Time

Time: ~12 minutes Level: Intermediate Applies to: Enterprise

What You Will Learn​

By the end of this tutorial, you will be able to:

  • Share a schedule with a team member and assign roles
  • See live cursors from other collaborators
  • Make simultaneous edits and see changes in real-time
  • Use the in-app chat to communicate
  • Review the change history audit trail
  • Resolve conflicts when two users edit the same field

Prerequisites​

  • A Kazinex Enterprise account
  • A schedule open in Editor mode
  • A team member with a Kazinex account (they need to be online for the live features)

Step 1 — Share Your Schedule​

Invite a collaborator to view or edit your schedule.

  1. Open a schedule in the editor.
  2. Click the Share button in the collaboration toolbar (top-right area).
  3. The sharing dialog opens.
  4. Enter your team member's email address.
  5. Select a role: Editor (can view and edit) or Viewer (read-only).
  6. Click Send Invite.

What you should see: A confirmation that the invitation was sent. The collaborator receives an email with a link to the shared schedule.

Step 2 — Verify the Collaborator Joins​

Wait for your team member to open the shared schedule.

  1. Ask your team member to click the shared link or open the schedule from their Projects tab.
  2. When they join, a presence indicator appears in the collaboration toolbar showing their avatar or initials.

What you should see: A small avatar badge in the toolbar showing the connected user. The badge displays their name or initials with a colour dot.

Step 3 — See Live Cursors​

Watch your collaborator navigate the schedule in real-time.

  1. As your team member clicks on different cells or scrolls through the grid, their cursor appears as a coloured circle with their name label.
  2. Move your own cursor — your collaborator sees your cursor on their screen too.
  3. Live cursors help you understand where your teammate is focusing.

What you should see: A coloured cursor indicator (circle or highlight) following the other user's mouse position in the grid and Gantt. Each user gets a unique colour.

Step 4 — Make Simultaneous Edits​

Both users can edit different parts of the schedule at the same time.

  1. You edit an activity in one WBS section (for example, change "Excavation" duration to 18d).
  2. Your team member edits a different activity (for example, renames "Backfill" to "Backfill & Compaction").
  3. Both changes appear in real-time on each other's screen.

What you should see: Changes from both users merge seamlessly. The grid updates with both edits visible within seconds. No manual refresh is needed.

Step 5 — Use the In-App Chat​

Communicate directly within the schedule context.

  1. Click the Chat tab in the collaboration panel (or sidebar).
  2. Type a message: "I've updated the Excavation duration to 18 days."
  3. Press Enter to send.
  4. Your team member sees the message and can reply.

What you should see: A chat window showing timestamped messages from both users. Messages appear in real-time, similar to any messaging application.

Step 6 — Review Change History​

See an audit trail of who changed what and when.

  1. Click the Change History tab in the collaboration panel.
  2. A chronological list shows every edit made by each user.
  3. Each entry displays: the user's name, the field changed, the old value, the new value, and the timestamp.
  4. Scroll through to review all changes from the current session.

What you should see: A detailed log of all edits. For example: "Kamil changed Excavation Original Duration from 15d to 18d at 14:32". Entries are colour-coded by user.

Step 7 — Handle a Conflict​

When two users edit the same field at the same time, a conflict resolution dialog appears.

  1. Both you and your collaborator edit the same cell simultaneously (for example, both change the duration of "Slab Pour").
  2. A Conflict Resolution dialog appears on both screens.
  3. The dialog shows both proposed values side by side.
  4. Choose the preferred version: "Keep Mine", "Keep Theirs", or enter a new value.
  5. Click Resolve.

What you should see: A modal dialog highlighting the conflict with clear options. Once resolved, both users see the chosen value. The change history records the conflict and its resolution.

Step 8 — Verify Your Collaboration​

Confirm all collaboration features are working.

  1. Both users see each other's presence indicators in the toolbar.
  2. Live cursors track each other's position in the grid.
  3. Edits from both users appear in real-time.
  4. Chat messages are delivered and visible to both parties.
  5. The Change History log records all edits with correct attribution.

What you should see: A smooth collaborative editing experience where both users work on the same schedule simultaneously with full visibility into each other's actions.

What's Next?​

Troubleshooting​

IssueSolution
Collaborator did not receive the inviteCheck the email address. Have them check their spam folder. Resend the invitation if needed.
Live cursors not appearingBoth users must be in the same schedule. Ensure the collaborator opened the correct project link.
Changes not syncingCheck your internet connection. Real-time sync requires an active connection. Refresh the page if sync stalls.
Chat messages not deliveredVerify both users are online. Offline messages are not queued — both parties must be connected simultaneously.
Conflict dialog did not appearConflicts only occur when both users edit the exact same cell within a short window. If edits were seconds apart, the later edit may overwrite silently.
Cannot share — button greyed outReal-time collaboration requires an Enterprise subscription. Pro and Free tiers do not have sharing.