8/13/2019 Teambox Notes

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Slide No. Notes

1 Front page2 Title page

3 Teambox. Emphasize collaboration, productivity.

4 Teambox features. Easy to use.

5 Teambox features. File management.

6 Teambox features. Communication. Hd video conferencing is included in PREMIUM PLAN.

7Teambox features. You can use email to crreate and respond to tasks and conversations both in

teambox or by email.

8 Teambox features. There's even an iOS and Android app.

9Login. www.teambox.com, then CLICK login. Take note HTTPS, it secured. Simply TYPE username and

password.

10DASHBOARD. This is the overview of everything Teambox. The GFA organization, all projects created

for Teambox.

11DASHBOARD. Take note of the left sidebar. We already created the KAJAKI (DABS-010) project for

Teambox. Note the other items under DABS-010.

12 RECENT ACTIVITY. List of all activities done inside Teambox regarding DABS-010 project.

13CONVERSATIONS. Use to discuss anything with team members. CLICK "Create a new Conversation"

button to create.

14CONVERSATIONS. TYPE title and anything you want to discuss. If needed, you can UPLOAD A FILE

with the Conversation.

15CONVERSATIONS. SELECT what file you want to attach with the Conversation. You can add multiple

files as needed. Note the UPLOADED file (sample conversation le)

16 CONVERSATIONS. Then ADD WATCHERS of the conversation.

17CONVERSATIONS. SELECT from the team members. You can either make the conversation available

to EVERYBODY IN THIS PROJECT or ONLY VISIBLE TO PEOPLE YOU SPECIFY. Then CLICK "OK".

18 CONVERSATIONS. Note the file attached and the number of WATCHERS. CLICK Save.

19CONVERSATIONS. Note that the Conversation is now listed ("Letter for Client"). Kip and Andrey will

now see this Conversation if there are logged in to Teambox.

20 CONVERSATIONS. If you go to Recent Activity, you'll also see the Conversation listed.

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MEMBERS. List of all project members. With privilege as ADMIN or PARTICIPANT. ADMIN can do

everything for the project such as add member, files, etc. while PARTICIPANT can do everything as

ADMIN except to DELETE elements (files, users, projects) and INVITE USERS. Let's try to add user

(CLICK "Invite people to this project" button).

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MEMBERS. By email (type email address of person you want to invite). Note the "Visit Plans &

Billing" button, it because we have used the alloted 5 free members for the FREE PLAN. GFA is now

waiting for Teambox Quotation for PREMIUM PLAN.

23 MEMBERS. You can add member from your ORGANIZATION (GFA Consulting).

24 MEMBERS. You can add member from your PROJECT.

25MEMBERS. If you unchecked "Allow this user to invite" (PARTICIPANT), you can now send

invitations.

26 MEMBERS. Send invitations.

27 MEMBERS. Invitations sent.28 MEMBERS. List of members (Jerichosamonte is now listed).

29 MEMBERS. New member will received an email.

PRESENTATION NOTES PER SLIDE

8/13/2019 Teambox Notes

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30 MEMBERS. New member shall confirm the invitation and then go to the project.

31TASKS. This area lists all the tasks for the projects. No taks created yet. CLICK Tasks to create.

32TASKS. Type details for the new task list (Name, Start date, Finish date) and ADD TASK LIST.

33 TASKS. New task list is now listed (TEAMBOX TUTORIAL). Add NEW TASKS to the list.

34 TA,SKS. Type details for the new task (title, description, whom to assign, due date, watchers) thenSAVE.

35 TASKS. Newly-created task will be listed.

36TASKS. L.ist of all taske under the TEAMBOX TUTORIAL task list including assignee, due date,

comments to the task

37NOTES. Can be used to collaborate on a document as a sample. As differentiated from Conversation,

Note can be formatted.

38 NOTES. We can attach file/s to a note.

39NOTES. Take note of the icons at the upper right. PENCIL to edit the note, LOCK to change who can

view the note, CLOCK to view history of the note (version of edits), HAND to share with other peoplewho are not project members or teambox users, X to delete the note.

40 NOTES. We can manage who can view the Note we've created.

41 NOTES. Once edited, we can go back to previous version/s of the Note.

42

FILES. Emphasize that this is the most important feature of Teambox. We'll create FOLDER

STRUCTURE that is similar to GFA server structure. Take note at the RIGHT portion, we can sync the

files with GOOGLE DRIVE, DROPBOX and BOX for multiple backup of the project files. These files will

be available to project members (GFA, DABS, USAID, Contractors) as needed.

43FILES. As with the typical server, we can do unlimited subfolders with Teambox. Note that we can

always share the files with others without having them view the project.

44 RESOURCES. All the contents are sourced fron www.teambox.com

45 THE END!