Updating the TeamRoom Setup
The TeamRoom Setup determines the available options in the TeamRoom, such as categories for team documents. The team leader or facilitator must create the TeamRoom Setup before people can begin using the TeamRoom. After you have created the TeamRoom Setup, you can update it by using the leader/facilitator options or by opening the TeamRoom Setup document in the TeamRoom Overview and clicking Edit Document.
The sections in the TeamRoom Setup are:
- Team Name and Purpose: Allows you to define a name and purpose for the TeamRoom.
- Participants: Allows you to add and remove participants for the TeamRoom. You can create a profile for each participant that includes a telephone number, an e-mail address, and other relevant information. You can also divide participants into subteams.
- Categories: Allows you to define categories for the documents that you post in the TeamRoom. For example, if the TeamRoom is for a Marketing department, categories might include Sales, Public Relations, and Product Concepts.
- Document Types: Allows you to define the document types for documents in the TeamRoom. Document types determine the available fields on a TeamRoom document. The four default document types are Discussion, Action Item, Meeting, and Reference.
- Milestones/Events: Allows you to define the important dates and events for the TeamRoom.
- Advanced Options: Allows you to create "agents" that automatically send newsletters and reminders and file important information.
When you have finished creating the TeamRoom Setup, be sure to click "Save & Close" at the top of the Setup.
Tip After updating information in the TeamRoom, click the link at the bottom of the TeamRoom Setup page to confirm that your changes have been entered.
See also:
Leading or Facilitating a TeamRoom
Deleting a Participant, Subteam, Milestone, or Event
Creating a Team or Subteam Status Report
Sending Reminders
Mapping Categories