Keeping track of all individuals involved in a construction site is a challenging but essential Task. With docu tools, it is easy to Assign Tasks to individual Project participants with a Click, regardless of time and location, both online and offline. The assignees can independently and mobilely document the progress of their work seamlessly and communicate with other users.
With Teams, you can easily Group the Members of your Project into individually customizable Teams, thereby maintaining an improved overview of the activities on your construction site.
Furthermore, you can directly address individual Tasks to your Teams, thus, for example, commissioning a Group of users consolidated into a trade at once. All Members of this Team are immediately informed about this Assignment and can complete the Task assigned to them. You will receive a notification in the usual manner when and by whom a Task was completed, allowing you to respond without delay.
With your Teams, you can Assign Tasks faster, prevent downtime, and reduce delays, for example, in cases of sick leave or other justified absences of individual employees, whose Tasks can now be completed by other Team Members.
Start now with Teams in your docu tools Projects and elevate the quality of collaboration and the Organization of your employees to the next level, making your day-to-day life on the construction site easier and helping you save valuable time.
General
To open the Team List view, go to the Members section in the Project's side menu and then Click on the second tab Teams. In this view, all Teams created for the Project are visible. By default, the view only shows active Teams. To display inactive or all Teams, change the quick filters under the tabs.
NOTE: - The Role assigned to a Team grants the Team Members the same editing and viewing rights as the normal Project Roles described here. - You can only add Members with the same Role to the Team. - You can only Invite users who are already invited to the Projects as Members.
On the first tab, there is the Members List view. If a Member is part of a Team, it will be displayed in the "Team" column. If you Click on the Team, a detailed List view with all Members of the Team opens.
Each Project Member can only be involved in one Team at a time.
Create a Team
Go to the
Memberssection in the side menu of a Project.Go to the second tab named
Teams.Click on
New Team.Add a Team Title and a purpose (optional).
Select the
Rolefor the Team.
NOTE: - The Role assigned to a Team grants the Team Members the same editing and viewing rights as the normal Project Roles described here. - You can only add Members with the same Role to the Team. - You can only Invite users who are already invited to the Projects as Members.
Click on
Create.In the next view, you can select which Members of the Project should be added to the Team. - Optionally, you can Cancel this step and add the Team Members later.
Add Members to an existing Team
In the
TeamsList view: - select the...menu for the Team, - Click onAdd Members, - select the Members and Click onAdd.In the
MembersList: - Select the...menu for a Member, - Click onAdd to Team, - Select the Team and Click onInvite.
Edit Team Details
Select the
...menu for the Team in theTeamsList view.Click on
Edit Team Details.The Title and purpose of a Team can be changed at any time.
The Role of the Team cannot be changed once Members have been added.
To change the Role of a Team, all Members must first be Removed.
Remove a User from a Team
Open the detailed List of users in the Team in the
TeamsList view, alternatively Click on the Team in theMembersList view.
Open the
...menu of the user you want to Remove.Select
Remove from Team.
NOTE: When a user is Removed from a Team, they may lose the necessary rights to upload data to the server, leading to an "error" during synchronization. To avoid problems, please contact the Team Members first and ask them to synchronize all offline data on their mobile devices.
Click on
Remove.
Deactivate a Team
Open the
...menu for a Team.Click on
Deactivate Team.
NOTE: When a Team is set to inactive, some users may lose the necessary rights to upload data to the server, leading to an "error" during synchronization. To avoid problems, please contact all Team Members first and ask them to synchronize all offline data on their mobile devices.
Click on
Deactivate.
The Team will now be set to inactive and will no longer be displayed in the Assigner List, but the Members of the Team remain active.