Team collaboration
GovTribe helps your team stay on the same page. You can manage opportunities together, assign tasks, share files and research, and keep everyone up to date on what's happening.
This guide walks through the tools that make working together easier, from shared capture pipelines to AI conversations, team files, and usage settings.
Jump to a section
01 / Capture
Capture gives your team a shared place to track opportunities, see what's moving forward, and stay on top of next steps. Instead of managing separate spreadsheets and updates, everyone can work from the same information.
Dashboard
Get a quick view of your team's capture activity, pipeline value, pursuits, and upcoming tasks.
Capture → Dashboard
Pipelines
Organize opportunities into stages that match how your team works and track their progress.
Capture → Pipelines
Pursuits
Keep opportunity details, owners, deadlines, related records, and capture notes together.
Capture → Pursuits
Tasks
Assign follow-up work, set due dates, and see what's complete or still needs attention.
Capture → Tasks
Capture → Dashboard
Set up a pipeline. Open Pipelines → New Pipeline. Give it a name, choose your stages, and review which teammates can access it.
Add pursuits. Select New Pursuit or add one from a pipeline stage. Assign an owner and add the details your team needs to track.
Assign next steps. Open Tasks → New Task, connect the task to a pipeline and pursuit, choose a teammate, and set a due date.
Tip: Start with the Dashboard when you need a quick team check-in. You can see what's moving, what's due soon, and jump into the work that needs attention.
Need to add teammates?
Account owners and admins can go to Settings → Account → Users and select Add user to send invitations. You can also review available seats and account roles there.
04 / AI usage
GovTribe AI uses credits for many of its features, and your team shares an account-level credit balance. GovTribe gives account owners and admins tools to see how credits are being used and set limits when needed.
See how credits are used
Check your balance and usage history, including activity by person or tool.
Settings → Account → Credits & usage → Usage
Set team limits
Account owners and admins can set monthly credit limits by person and control pay-as-you-go spending.
Credits & usage → Settings → Caps and limits
A quick note about credits
Credit limits help you manage usage, but they don't assign separate credit balances to each teammate. Everyone still uses the same account balance. You can review usage, buy more credits, and adjust settings as your team's needs change.
05 / Integrations
Your team probably works in more than one app. With Zapier, you can connect GovTribe to tools like your CRM, spreadsheets, or team chat so information moves where it needs to go.
For example
Trigger
A pursuit is updated in GovTribe
Then → action
Zapier sends an update to your team's chat or CRM
To connect Zapier, open Settings → Connections → Integrations, select Connect to Zapier, and follow the prompts.
Tip: You can also connect Slack directly from Integrations to send GovTribe capture updates to a team channel.
Open Integrations →A few tips for working as a team
Keep ownership clear. Assign pursuits and tasks to the right teammates so everyone knows what they're responsible for.
Share the work, not just the result. When it's helpful, share the research, source files, or conversation behind a recommendation.
Build on what you've already done. Check your shared files and existing work before starting something new.
Chat with our AI user guide for quick answers, or explore more guides to get the most out of GovTribe.
Chatting with our AI user guide is free and does not use any credits.