Creating a Collaboration Team

This demo shows you how to create a collaboration team, assign members and member tasks.

Steps:

1. You create the collaboration team using the Collaboration Team tab.

   Step 1

2. Click the Collaboration Team tab.

   Step 2

3. Note that you and your manager are automatcally added to the team. You are also given full access by default, but your  manager's access level can be changed if appropriate.

    

   You add additional members to the team by adding rows and identifying the persons for the team, any tasks assigned to them, and a completion date if necessary.

   Step 3

4. Click the Add Rows button.

   Step 4

5. Click the Team Member link.

   Step 5

6. The first team member you will add is Catherine Baker. She is a senior buyer, so you will give her full access (the default).

    

   You can use the search fields to locate her. Enter "baker," in the name field, and enter "b" in the job field to restrict the search to employees with the buyer role.

   Step 6

7. Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "baker"
   .
   Step 7

8. Enter the desired information into the Job field. Enter

    a valid value
    e.g.
    "b"
   .
   Step 8

9. Click the Search button.

   Step 9

10. Click an entry in the Baker, Catherine row.

    Step 10

11. Click the OK button.

    Step 11

12. Click the Add Row button.

    Step 12

13. The second team member is Hans Frans. Hans is a new employee, so you will restrict his access to view-only. You will also assign him the task of monitoring the negotiation. This task's completion date is the same as the close date for the negotiation.

    Step 13

14. Click the Team Member link.

    Step 14

15. Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "frans,"
    .
    Step 15

16. Enter the desired information into the Job field. Enter

     a valid value
     e.g.
     "b"
    .
    Step 16

17. Click the Search button.

    Step 17

18. Click an entry in the Frans, Hans row.

    Step 18

19. Click the OK button.

    Step 19

20. You can now change Hans' access to view-only.

    Step 20

21. Click the Access list.

    Step 21

22. Click the View only list item.

    Step 22

23. You will now assign Hans a task with a completion date.

    Step 23

24. Enter the desired information into the Task field. Enter

     a valid value
     e.g.
     "Observe negotiation"
    .
    Step 24

25. Click the Select Date link.

    Step 25

26. Click the 31 object.

    Step 26

27. Finally, you click your own entry to enable the Send Notification button. You can use the Send Notification button to generate emails to the team members, notifying them of their membership on the team.

    Step 27

28. Click the Dapolito,Cody object.

    Step 28

29. Click the Send Notification button.

    Step 29

The demo has shown you how to create a collaboration team, add members, assign tasks, and send notifications.

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