Folders
Tips and Tricks Created Jun 27, '07 by TeamWork L. Subscribe to RSS feed for current folder

Double-click to Quick Edit an Item

by TeamWork Live on June 27, 2007
You can quick edit an item on most pages by double-clicking on it.



Email comments/messages to manual addresses

by David Faria on July 18, 2007
Priority: Normal Normal priority
Assigned to:
Completed Wed, Jul 18, 2007 at 1:35 PM
I would like the ability to email comments/messages to anyone. For example, I had a task that I put into TWL from a client who will not use TWL. But I want to keep my task and communications within TWL, when I finished the task I wanted to email her the info but I am only able to email a member of the team. Can this be changed so that I can enter an email address manually if I prefer?






Setting Up a Template Team

by TeamWork Live on October 8, 2008
If you have a standard set of milestones and tasks that you need to perform for each client, you can save time by creating a template team and then duplicating and customizing it for each new client.

To create a template team:
1. Create a new team and give it a name it (i.e., "Default Client Workflow").
2. Edit the team you just created and select the "Inactive" option and save. You want to make it inactive because the team will be used as a template so you don't want the items in it to appear in your dashboard.
3. Go to the "Milestones" section for the new team and create milestones for the team. You can assign the milestones to yourself for now.
4. Do the same for the "Tasks" section.
5. Upload common files to the "Folders" section.

Now that you have a template team, you can now duplicate it and customize it for each new client you get. When you get a new client, complete the following steps to configure your new team:
1. Select the "Duplicate" option for the team you created. Give it the name of your client and click the "Duplicate" button.
2. Invite the appropriate team members and clients to the team.
3. Go to the milestones section for the new team and select "Update due dates/reassign milestones" and reassign the milestones to the appropriate team members and assign due dates to the milestones.
4. Go to the tasks section for the new team and select "Update due dates/reassign tasks" and reassign the tasks to the appropriate team members and assign due dates to the tasks.

Instead of manually creating tasks and milestones for each new client, all you have to do is duplicate and customize your team. You can create multiple template teams if you have multiple workflows.






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