There are three types of Project Teams:
•Project Team, selected from Active Deskflow Users
•Client Team, selected from Contacts at the Client Company, or external contacts
•Affiliate Team, selected from People that provide contract services for the Project
To Set up a Project Team:
1.In the Project View, click the Teams tab.
2.In the Search Team section, click the Add New Team Member icon,
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3.In column 1, select a User Name from the drop down list.
4.In column 2, select a Role from the drop down list.
5.In column 3, select an Office (location) from the drop down list.
6.In column 4, add Comments.
7.In column 5, add a Team type from the drop down list (Intro or Lead).
8.Click Save Changes.
To Set up a Client Team:
1.In the Project View, click the Teams tab.
2.In the Client Team section, click the Add New Client Team Member icon, .
3.Accept or replace the Company name (default is Client name).
4.Click Search icon to display list of names, then select a Contact's name.
5.The person's name, title and company name will be displayed.
6.In column 4, select Responsibility from the drop down list.
7.Click Save Changes.
Note: The Client Team must be entered in order to be able to schedule a Client Interview.
To Set up an Affiliate Team:
1.In the Project View, click the Teams tab.
2.In the Affiliate Team section, click the Add New Affiliate icon, .
3.Search for and select an Affiliate name.
4.The Affiliates' Name, Title and Company name will be displayed in columns 1, 2 and 3.
5.In column 4, enter Involvement text.
6.In column 5, enter a 3 character Currency Code.
7.Click Save Changes.