Setup Roles for Project Teams

Before Project Teams can be entered, the Deskflow Administrator utility must be used to setup Role Definitions.

Role Definitions are used to specify Roles for Project Team members.

This permits Tasks and Appointments to be allocated to Roles instead of User names.

The Deskflow Project Planner has templates that reference Roles.

To Setup Roles for Project Teams:

•Run the Deskflow Administrator utility

•Click Lookup Tables Editor

•Select ProjectRolesForTeamLeaders

•Click Edit Contents

•Click Add

•Enter Name index value (unique 5-character max)

•Enter Description of Role

•Enter Team type: Intro or Lead

•Click Save

•Click OK