TEAMWORK.COM An Introduction & Walk-through 2015/2016
TEAMWORK.COMAn Introduction & Walk-through
2015/2016
Table of Contents
TEAMWORK Capabilities
TEAMWORK & ISOQOL SIGs
Getting Started with TEAMWORK
Receiving access to your SIG
Creating your Profile
TEAMWORK Features
Projects
Overview
Listserv
Tasks
Milestones
Messages
Files
Links
Calendar
Status Updates
Additional Resources
Conclusion
For questions regarding TEAMWORK,
please contact:
For important tips and information, look for items outlined in red, as well as text that is
bolded in red!
TEAMWORK Capabilities
Organizational tools and project management pieces that will allow collaboration and precision on initiatives and projects created by our members and groups. Also includes a calendar feature.
All SIG members in one place with simple and efficient means of discussion and chat. This program will also act as the new SIG Listserv.
Keep your files, comments and attachments in one secure place. Information and projects for your SIG will only be accessible to the members of that SIG.
From simple to comprehensive, in-depth task list with customizable timelines and completion tracking.
This software will allow us to include every SIG and committee under ISOQOL, with room for substantial growth.
Ample file-sharing space and on-line notebooks for collaboration and brainstorming.
Customizable online dashboard to fit the unique needs of each SIG.
Available across multiple platforms. (Internationally accessible software).
Teamwork Projects is designed to work with existing tools and software including Word, Microsoft Products, and many more. Everything is in the cloud, accessible anywhere and anytime.
TEAMWORK & ISOQOL SIGs
As a result of a series of calls with SIG chairs, conducted by the ISOQOL SIG
Board Liaison and Executive Director, over the course of 2015, leadership
learned that one specific request on behalf of the SIGs was a centralized
facility with which to share documents, keep logs, and work together as a
cohesive SIG.
This request was taken carefully into consideration, and after a period of
research, it was determined that Teamwork.com would be the best program
with which to provide SIGs these services.
We are exited to offer the ISOQOL SIG members the ability to utilize the tools
and space within Teamworks platform to continue working together and
moving their groups forward through projects, collaborations, and
communication.
GETTING STARTED WITH TEAMWORKGaining Access & Creating Your Profile
Receiving Access to your SIG or SIGs
In order to be granted access to your SIG, you must be a current ISOQOL member (membership dues paid).
When you become a member, ensure that you have selected the SIG(s) you would like to actively participate in through your Member Profile (located on the members only page of isoqol.org) or on your physical dues payment form.
You will have received an email similar to the one shown, inviting you to join your SIG group on Teamwork. If you have not received this email, please contact [email protected].
Receiving Access to your SIG or SIGs
(continued)
Click the Get Started Link on this
email.
You will be directed to create a
password for your Teamwork
account.
Once youve created your
password, you will be logged in to
your unique Teamwork page.
Remember, we will always use
the email address tied to your
ISOQOL member profile.
In the left-hand pane, you'll see a list of SIGs, from here you can select the SIG you wish to see. However, if you are only on one SIG, you will, by default, be taken directly to that SIG.
When you first login to your Teamwork account you will go straight to the Dashboard. The Dashboard is a live stream of data from all the SIGs that you are a part of. It details items such as task lists added, tasks added/edited/completed, milestones added/completed and much more.
Dashboard
Dashboard Features
Side Bar
The Side Bar of the Dashboard will
list all of the SIGs that you are
officially signed up for.
If you are an active member in one
SIG, there will be one SIG listed on
your side bar.
Dashboard Features Your Dashboard will show all of the
most recent activity of your SIG or
SIGs.
Here, you can:
Navigate to your chosen SIG (by
clicking on it in the side bar)
View all your tasks (via the
EVERYTHING tab at the very top)
View all the SIGs you are in (via the
PROJECTS tab at the top.
View the CALENDAR
View or post STATUSES
See the PEOPLE in your SIG or SIGs
(But well dive into more of that, soon!)
Creating Your Profile
In the top, right-hand corner of
your Overview screen, select the
profile icon (scene highlighted in
red).
A small window will appear with
your name and several other
options.
Choose Edit My Details
Creating Your Profile (continued)
My Account will appear.
Here, you can edit your profile, account information, location, and preferences.
You must keep the email address used with your ISOQOL member profile. This ensures you will not be removed from your SIG as long as your dues are paid.
Editing your preferences will allow you to turn notifications on and off. This may come in handy later.
We recommend uploading a profile picture during this step, as well. Select edit photo and browse to your picture file.
When finished, click, save details.
TEAMWORK FEATURESAn in-depth look at the features of TEAMWORK
Projects
Using the top menu bar on the
page, you can access your
dashboard, projects, SIG calendar,
fellow SIG members statuses, and
a list of people in your SIG.
To view the working space for your
SIG(s), click on PROJECTS.
If you are in more than one SIG,
this will allow you to see all the
SIG Projects that you have
access to.
Remember, PROJECTS = SIGs
Overview
Select your SIG on the projects
page, and you will be taken to your
SIG OVERVIEW page.
Here you can see an Activity
live-stream that will fill as people
create/complete tasks, leave
comments, post documents/links,
etc.
Here, you can also see the people
on your SIG in the left-hand side
bar, as well as e-mail the full
group, just as you would with the
Listserv.
Overview Listserv
To email all members of your SIG, simply
go to the sidebar where the ISOQOL logo is
featured, and scroll down to Project
Email Addresses.
Click on View email addresses.
A box with five unique email address will
appear. To send a message to all
members, click on (or copy) the second email address from the top. (Look for the envelope icon).
This will direct you to your own email
account and will allow you to send a
message to all members.
YOU CAN DO THE SAME THING BY GOING TO THE MESSAGES TAB
MessagesYou can post messages, announcements, and
various forms of communication updates
through the Messages feature.
You are also able to determine how members
of your SIG will be notified of the message,
as well as attach files.
You can post a message via email by clicking
on Options in the right hand corner.
IF YOU POST A MESSAGE VIA EMAIL, IT WORKS JUST LIKE THE LISTSERV.
TasksThe toolbar within your SIG Project gives you access to all of the organizational and project tools that you
will use.
Click on Tasks to view or create new tasks for your SIG.
Tasks (continued)Clicking on Add Task will allow you to create tasks or objectives, as well as assign specific members to that task.
Customize your task (including adding files and a description) using the features in the highlighted toolbar.
MilestonesMilestones can be added to update others on the progress of certain initiatives, to commemorate
important events, or for whatever you and your fellow SIG members see fit.
To create a new Milestone, go to the Project toolbar, next to tasks, and click Add a Milestone.
FilesYou can upload various files into your SIG Project by selecting the FILES tab in the toolbar.
There are options in the sidebar that allow you to categorize by documents, importance, and photos.
NOTEBOOKSThe Notebooks feature allows
members of your project to brainstorm
and comment.
You can keep an open notebook with
project ideas/useful information/login
credentials/etc.
Keep in mind, all of these features are
customizable to your SIG. You may
choose to use some and not others.
LinksAdding interesting articles or useful links to your SIG Project can allow members to access
important information that relates to your purpose.
Calendar
When adding an event to your calendar, use the Privacy tab to ensure that the event is seen strictly by the members of your SIG. PLEASE DO NOT CREATE AN EVENT WITHOUT CHANGING THIS SETTING.
You can also create an event that is only visible to you by clicking the This is just for me option.
Status Updates
Another optional feature that
allows communication and a social
aspect to Teamwork is the status
terminal. Here, people in your SIG
can update their statuses on
projects, Out of Office messages,
etc.
To create a status, type directly in
your status box or click Update My
Status.
Conclusion
We thank you for taking the time and attention to implement this new system into
your SIG. As we continue working together to advance this mission of ISOQOL and
its Special Interest Groups, we hope that Teamwork becomes an efficient and
effective tool for members.
Additional Resources
Remember, Teamwork is customizable for your SIG. Please let us know what
works best for your group.
For technical issues related to ISOQOL SIGs or Teamwork, contact: