Tutorial」カテゴリーアーカイブ

Spot Light Search

Spotlight Search Overview:

Spotlight Search is our search tool incorporated into Team:on application. It allows you to search for any member, any task, any project, and file. All in one search system for your team.

 

 

To search for a member, click the search bar on the center top.
smart chat how to 1

 

 

After clicking the search bar, a window will pop up. You can start searching in the bar you previously clicked on.
smart chat how to 2

 

 

For this example, we’ll be searching for Erin Symons

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By typing in the first two letters of her name, the search inquiry was able to locate her
smart chat how to 3

 

File Storage

File Storage Overview:

Sharing files should be painless and have no limitations. Our file sharing system lets you preview entire files before downloading them. Almost any file format can be shared without needing to download the file extension. This gives more usability to your team as well as your clients. We’ve included a file search system to easily locate files shared previously.

 

To start sharing files, click the corresponding group, project, or task created. Then from the chat window opened on your right, click the paperclip icon to browse files and share with members.

 

select group file sharing          chat window opened

 

From there, click on the paperclip icon the chat and a window will pop up allowing you to locate file to share.

paper clip sharing file

 

Finding archived files has also been simplified. On the top right corner, next to the four main tabs (Calendar, Tasks, Groups, Projects), you’ll find the Files tab. When clicking the files tab, it will present previous files uploaded and a Search bar. Files can be easily located by typing in the search bar and clicking search button.

file search bar

Group Communications

Group Communications Overview

Group Communications should be easy to organize and not be disruptive. Each group can be colored coded to distinguish easily. Members within the group can be given administrative access. You can also prioritize groups by clicking on the star which will move them up.

 

To create groups, go to the far left and inside the group window, click create new group or go to the groups tab on the top right corner and click the circular green button with the plus.

 

createe groups
create groups

 

A window will pop up with details for you to input.

filling in details

 

Inviting new members can be initiated after the group has been created.

inviting new members

 

Prioritization of groups can also be done by clicking the star icon to the left of the bar.
prioritzing groups

Project Management

Project Management Overview:

Project Management should be simple and straightforward. Color coded cues borrowed from our Team Calendar feature makes tracking of projects more easy and identifiable. You can modify project deadlines with a simple click or add tasks for members within it. New members can also be invited after the project has been created.

 

To create a project, go to the project tab on the top right corner and click the circular green button with a plus on the bottom or go to the far left and under project window, click create new new project.

Create Projects

 

create project

 

 

A window will pop up for you to input a title for the project, give members permissions with a timeframe, as well as a role assigned to them.

editing info

 

 

To modify a project’s deadline, simply go to the edge of the bar and click and drag.

Modifying Project

Smart Chat

Smart Chat Overview:

Smart Chat is a simple, yet powerful chat tool embedded into our application. Smart Chat ties in all your chats with our four features: Calendar, Tasks, Group Communication, and Project Management. Clicking on a specific project on the left will open up the chat directly linked that specific project group. Our Smart Chat incorporates an emoji system and a thumbs up system to allow quick approvals to responses or simply agree with your team. We’ve also integrated Google Hangouts to allow video chats and give you flexible options. More continuity, less disengagement within your team.

 

left side click

 

Right side chat

Team Tasks

Team Tasks Overview: 

 

To create tasks, click the task tab on the top right corner. On the bottom right you will see a circular green button with a plus. Click that and a window will pop up for you to fill in the details for a title, assign groups, projects, invite current members, and description.

tasks create

 

adding members hover