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Team-Project App

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					Projects App by Apptivo, Inc.
     www.apptivo.com




Forming Team in Project Apps
                     Forming a Team




• Every projects would need a team which will include Employees
  and in some case it might also include Customer.
• Apptivo allows you to invite Customers and employee to be a
  viewer in a project.
• An email will be sent to persons who have been added to the
  project for them to view the project inside their Apptivo account.
                              Team formation


                          1
                                                          2




                                                              3




1. You can assign one of the employee as project manager from the team
   who is handling the project.
2. You can assign team members for the project on clicking “Add
   Employee”.
3. You can Add customer team for the project. This field will suggest the
   details of the customer.
Adding Employee
                  You can select existing team
                     members for the project
                     on clicking “Add
                     Employee”.
                  1. Suppose your employee
                     member not exists,
                     create new by clicking
                     “add new employees”.
                  2. New pop up window can
                     generate for adding new
                     employees. After
1
                     creation, select the
          2
                     employees on clicking
                     "add employee”
            Confirmation of Adding Employee




Once you add the employees list , confirmation screen pops up to give you
   confirmation as people has been added successfully.
                       A view of Employee team




Once you add the employees list , the team members will listed with their mail ID
Adding customer contact
                You can add customer contact
                   for the project on clicking
                   “Add contact”.
                1. Suppose your customer
                   member not exists, create
  1                new by clicking New.
                2. New pop up window can
                   generate for adding
       3
                   customer name.
                3. Point out the customer and
                   select the customer name
                   with Industry.
                4. Click next to add

                            2


           4
              Confirmation of Adding customer




Once you add the customer’s contact , confirmation screen pops up to give
   you confirmation as people has been added successfully.
Contact Detail

         The above information is brought to you by Apptivo, Inc.


                                            Contact Us:

                                       support@apptivo.com
                                         983 Corporate way
                                            Fremont, CA

                                          The Apptivo Blog


                                        Learn More About:

                                       Apptivo Projects Apps
                                          All Apptivo Apps
                                     Project Management Blogs

         You could also see Videos related to Project and other Apps in our YouTube Channel.

				
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