Creating Teams to aid collboration

In This Tutorial:

• How to create Teams under the “More” top menu bar;

• Understand the difference between “Organisation” and “Teams”;

• Learn about the power of Teams to introduce third parties into BOOM!.

Summary:

This tutorial provides a quick guide to creating a Team with third parties you often work/collaborate with. Teams are great for introducing an architect, a planner, a builder or a mentor into how you use BOOM! - it can be anyone.

Teams are a quick way to start a new discussion thread within an Expression of Interest in Pipeline, to collaborate on an Appraisal or within a dedicated Workflow within Data Studio.  

“Teams” were built for third party interactions while “Organisation” is for designed for company colleagues.

Creating a Team

Step 1: hover over “More” within the top toolbar

1. Teams are located in the top right of the menu dropdown; click on Teams.

Step 2: Create a new Team

1. Click “Create Team”;

2. Give your Team a Name;

3. Invite participants to Teams:

   1. Either BOOM! Members, or

   2. Via external email. 

4. Click “Create Team”.

Step 3: Example of inviting a Team (into Appraisal)

1. Hover over Appraisal and click Appraisal;

2. Select an Appraisal

3. Click on three horizontal dots on RHS of Appraisal and select Share;

4. Add Team name into recipient before sharing.

Why Leverage Teams?

Teams provide a whole new level of productivity and collaboration power to users of BOOM! and are a great way to work together to cover all bases. Teams eliminate the need to share information through email while providing access to all the information a third party may need to assist you with your target sites and cost analysis.