Join Gini von Courter for an in-depth discussion in this video What you need for this course, part of Managing Projects with Box.
- [Voiceover] Before we begin, there are some things that you'll need to have, and some things that you'll need to know. First, you will need an account on Box. If you're new to Box, you might choose to set up one of the personal plans; a Personal account or a Personal-Pro account, so that you could learn more about Box. Ultimately, if you're going to use Box for projects with teams, you will want one of the business plans. The current business plans are, Starter, which is for teams of three to ten people.
Business, which is three-plus people, and this is the one that I will be using during this course. And then finally, the Enterprise plan. When you set up one of these accounts, you're automatically the administrator for your Box account, and you'll have all the permissions that you'll need for this course. But if you're using an organizational account that was set up for you, if you've been given a login and a password, then talk with your Box administrator about the permissions that you will need to be able to create project folders and set permissions for those folders, for documents, and for sharing for this course.
So, these are the things you need: You need a Box account. But, there are also some things that you need to know. This is not a beginning Box course. I'm assuming that you have some experience and know the basics of Box. How to use Box, how to upload and share files, how to create a Boxnote. And I'm assuming that you know a little bit about permissions and how they operate in Box. I'm also assuming that this isn't your first project rodeo. That you know something about project management fundamentals.
Perhaps you've managed some projects or not, but you understand basic project concepts, like work breakdown structure. And you're able to determine what kinds of tasks need to be done for a project to be able to start and to end successfully. You understand the importance of communications, and how team communications work during the course of a project. So you don't need to be a Box expert for this course, and you don't need to be a project management expert for this course. But you need to know something about both of these realms.
So, what if you don't? No worries. We have resources that are available to you to help you prepare. So if you are new to Box and you were hoping that this was the intro course, you want to go check out, Up and Running with Box. If you're an experienced Box user, but this is your first time setting up and being the administrator for a Box Business account, then I'd encourage you to spend some time with the Up and Running with Box Administration Course.
If you're prepared for Box but wish you had a better foundation in project management, there are a couple of courses that will help you quickly prepare. Project Management Fundamentals, and Project Management Simplified. You'll find all four of these excellent courses in the Lynda.com training library.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Defining folders
- Inviting the team to the project folder
- Changing automated action settings
- Locking and unlocking files
- Commenting on files
- Assigning file-related tasks
- Managing project bidding with Box