Teams Overview
The teams page allows you to create teams, manage your existing teams, invite new users, and
remove existing users from your teams. TeamWork Live works best when you create separate team for each of
your projects.
TeamWork Live is built on the belief that collaboration occurs most effectively in teams where everyone trusts
one another. By default, we give team members a lot of freedom: all team members can create and edit each other's
milestones, tasks, documents, etc. You can limit access on a per-item basis if necessary though.
You should form teams where you feel comfortable
sharing information openly with all members of the team. To make this easier, we allow you to create
as many teams as you like so that you will be able to form just the right team for any collaboration project.
For example, you could have one team with everyone from your company to share company news and another
team with a only few people to discuss sensitive information. You might even have a team that
consists of only you and another user for one-on-one collaboration. If you want to partition your
information by clients, you can create a separate team for each client.
Frequently Asked Questions
• Why can't I invite a user to some of my teams?Why can't I invite a user to some of my teams?
You might not have the necessary permission to invite users for that team. Some teams only allow the team
administrator to invite new users. Check and make sure that you have the permission for the team in question.
• What special privileges do project team administrators have?What special privileges do project team administrators have?
Team administrators can edit and delete any team item. They can also remove users from the team.
• Can I have more than one administrator per project team?Can I have more than one administrator per project team?
It is currently only possible to assign one administrator per team. However, the company administrator also has
administrator privileges for all company teams so you can, in effect, have two administrators per team by assigning the team
administrator role to a team member and retaining the company administrator role for yourself.
• How do invited people accept an invitation to join my team?How do invited people accept an invitation to join my team?
How a person accepts a team invitation will depend on whether the person is a registered user of TeamWork Live.
If the person is already a registered user, the person will be shown the following when they view their
teams page or when they click on their alert informing them that they have an invitation to join a team.
If the user is not a registered user, TeamWork Live
will send the person an email explaining how to register. Once the person finishes registering, the person will be automatically accepted into the team.
• What are project templates? How do I create and use them?What are project templates? How do I create and use them?
If you are managing a lot of similar projects, you can save a lot of time by creating a template project team
and duplicating it each time you start a new project.
To create a template project team:
1. Create a team and make it inactive so it does not show up in your team member's workspaces.
2. Create milestones and tasks for the project team. You can also put common documents in the folders section of the project workspace.
3. Invite users to the team. Since the team is inactive, invitations will not be sent out.
After creating a template project team, you can create new project team from it by clicking on the "Duplicate" link
for the project team that you want to duplicate. You will be given the option to automatically invite users that you have
added to the template team. All milestones and tasks in the workspace will automatically be duplicated and set to an uncompleted
and unapproved state (which is useful for situations in where you duplicate a team that has already been used in a project).
After duplicating a project team, you can quickly reassign the milestones and tasks in the project using the bulk update options available
in the milestones and tasks sections. From there, you are ready to invite your clients to the project and get started.
A newly-duplicated team is initially inactive. Items in inactive workspaces do not appear in the dashboard of
invited team members until you activate the team. This gives you an opportunity to update the items before making
them visible to the members of the workspace. To activate a team, edit the team, select the active option, and save the changes.
Teams List
- Click the name of the administrator to view the administrator's profile.
- Click on the row to see the members of the team.
- Click the [edit] link to edit the team (only available for the team administrator).
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- Click the [delete] link to delete the team (only available for the team administrator). Deleted teams can be undeleted until you sign out (at which point they are permanently deleted).
- Click to create a new team (see immediately below).
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Team Creation and Edit Form
Creating a team is quick and easy. Only users on a pay plan can create teams, but
any user can collaborate on an existing team.
- Enter the name of the team.
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- Enter a description of the team's purpose.
- Define who can invite new team members: administrator only, any team member, or everyone.
- Click to create or update the team.
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Team Detail
- You can upload a team photo from here. You can also replace or delete the photo using the links below the image.
- The description of the team is shown here.
- The number of people invited to this team who have not registered is shown here. Click the link to view the invitations.
- Use the search to find existing users to invite by first and last name, email address, or username. For privacy reasons, we do not allow searching by just first or last name.
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- If users matching the search query are found, they will be listed below.
- Click [Invite to team] to invite the user to the team.
- Click to send emails inviting new users to join the team (see below).
- If you are the administrator of the team, you can remove a user from the team by clicking the [Remove from team] link.
- Information about when a user was invited or accepted to this team is shown here.
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Send Invitation to Join a Team
When you click the [Invite users to this team] button, a pop-up window will be displayed asking you for some
basic information for the people you want to invite. When you click the [Send] button, an
email will be sent to each person on the list inviting them to join the team.
- Enter the first names of the people to invite in this column.
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- Enter the last names of the people to invite in this column.
- Enter the email address of the people to invite in this column.
- Enter an optional personal message to include with the email invitation.
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