In large construction projects, it is often challenging to keep track of all participants – especially when multiple individuals from different companies are involved. With the Teams feature in docu tools, you can group Project Members with the same Role into Teams to manage Tasks more efficiently and improve collaboration on the construction site.
Teams offer two main advantages:
Assign Tasks to an entire Team: Instead of assigning Tasks individually, you can address them directly to an entire Team. All Team Members automatically receive a notification and can complete the Task – ideal for replacements during vacations or absences. This ensures no Task is overlooked, and the workflow on the construction site is maintained.
Joint viewing and editing of Pins: Members of a Team (with the Roles External viewer or Contributor) receive special rights:
External viewers see all Pins created by their Team Members.
Contributors can also Edit Pins created by other Team Members.
This feature applies exclusively to Pins created during Team membership. Pins created before joining or after leaving the Team are not visible or editable for the Team.
With Teams, you make collaboration in your docu tools Projects clearer, more flexible, and more responsive.
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 displays active Teams. To show inactive or all Teams, change the quick filters under the tabs.
NOTE: - The Role assigned to a Team grants 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 is the Members List view. If a Member is part of a Team, it is 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.
Creating 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 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 Team Members later.
Adding 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
In the
TeamsList view, select the...menu for the Team.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.
Removing a User from a Team
Open the detailed List of users in the Team in the
TeamsList view, or 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 issues, please first contact the Team Members 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 issues, please first contact all Team Members 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.