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:

teamwork@isoqol.org

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 teamwork@isoqol.org.

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:

teamwork@isoqol.org