Join Gini von Courter for an in-depth discussion in this video Inviting the team to the project folder, part of Managing Projects with Box.
- I'm going to begin inviting members of the project team.…They are going to be collaborators,…and the way you do this is you step into the folder…that you want to invite people to, and then you invite them.…If we have people that I want to invite to current projects,…for example perhaps I have some project managers…who need to be able to see all of the projects,…or some people in management…that need to be able to see them all,…then with current project selected,…I would invite people,…and they would be invited to current projects.…
However, what I'd like to do…is invite the members of a project team…for our specific pilot project,…which is the Leed Certification Project.…I'm going to click to jump into that project,…if you notice the banner, it says I'm in Leed Certification,…and I'm going to invite people,…and notice it says invite to 2015-004-LEED Certification…at the top of the dialogue box, that's important…because I don't want to invite people to the wrong folder.…The first person I want to invite…is the co-owner of this folder,…
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- Explain why you would create a new project template when creating folders for a new project.
- Recall the difference between sharing and collaborating with Box.
- List the steps required to invite team members to a new project.
- Recall the benefits of restricting membership to Viewer.
- Identify why a project manager would use Box notes during the progress of a project.
- Recognize why you would restrict collaboration to Hide Collaborators on the RFP Info folder when setting up RFP invites.