Invite Team Members to Join Team Project (Team Leader)

The dashboard takes a wholistic view of team and personal data. It assumes that teams and individuals will participate in many projects, and that these many-to-many relationships will change over time. So to establish these relationships, each team member must "join" the team project.

If team members are storing their personal dashboards in the Enterprise Server, joining invitations will be sent automatically. Otherwise, it will be necessary to follow the instructions below.

After creating a team project, the team leader should invite all team members to join the new project. For teams using the dashboard for the first time, it is wise to perform this step before the project launch. Joining the project helps to ensure that everyone has successfully installed the software, and that no network communication problems exist. Performing this step before the launch gives you time to work through any problems that might arise.

Before following the instructions below, you must have already (a) installed the Team Dashboard, and (b) created a team project.

  1. If the Team Dashboard is not already running, start it using the appropriately named shortcut on the team leader's computer.
  2. In the Team Dashboard window, select the appropriate team project from the tree on the left. Then choose "Edit Team Member List" from the pane on the right.
  3. Fill in the first two columns of the team member list, to list the names and initials of people on the team. (If you are performing these steps before the project launch, you can leave the remaining columns to be completed later.) Save the changes.
  4. Back in the Team Dashboard window, select the "Team Project Tools" option from the list that appears on the right.

  5. Scroll to the bottom of the page, and find the section called "Joining Team Members to the Project." Use one of the listed approaches to invite team members to join.

    If you decide to use the "hyperlink" joining approach, leave the Team Dashboard program running while team members join. The hyperlink approach may not work in some organizations, if network configuration or firewalls block peer-to-peer communications. If your team members receive a "Server Not Found" or similar error, use the "invitation file" approach instead.
  6. As the team leader, you could very possibly perform some tasks in support of project work. If so, you too should personally follow the steps to join the project. To do this, complete the following: