Table of Contents For questions regarding TEAMWORK, please contact: For important tips and information, look for items outlined in

Transcription

1 TEAMWORK.COM An Introduction & Walk-through 2015/2016

2 Table of Contents 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 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

3 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.

4 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 Teamwork s platform to continue working together and moving their groups forward through projects, collaborations, and communication.

5 GETTING STARTED WITH TEAMWORK Gaining Access & Creating Your Profile

6 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 similar to the one shown, inviting you to join your SIG group on Teamwork. If you have not received this , please contact teamwork@isoqol.org.

7 Receiving Access to your SIG or SIGs (continued) Click the Get Started Link on this . You will be directed to create a password for your Teamwork account. Once you ve created your password, you will be logged in to your unique Teamwork page. Remember, we will always use the address tied to your ISOQOL member profile.

8 Dashboard 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. 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.

9 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.

10 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 we ll dive into more of that, soon!)

11 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

12 Creating Your Profile (continued) My Account will appear. Here, you can edit your profile, account information, location, and preferences. You must keep the 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.

13 TEAMWORK FEATURES An in-depth look at the features of TEAMWORK

14 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

15 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 the full group, just as you would with the Listserv.

16 Overview Listserv To all members of your SIG, simply go to the sidebar where the ISOQOL logo is featured, and scroll down to Project Addresses. Click on View addresses. A box with five unique address will appear. To send a message to all members, click on (or copy) the second address from the top. (Look for the envelope icon). This will direct you to your own account and will allow you to send a message to all members. YOU CAN DO THE SAME THING BY GOING TO THE MESSAGES TAB

17 Messages You 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 by clicking on Options in the right hand corner. IF YOU POST A MESSAGE VIA , IT WORKS JUST LIKE THE LISTSERV.

18 Tasks The 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.

19 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.

20 Milestones Milestones 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.

21 Files You 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.

22 NOTEBOOKS The 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.

23 Links Adding interesting articles or useful links to your SIG Project can allow members to access important information that relates to your purpose.

24 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.

25 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.

26 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.

27 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: