Team-Project App

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Projects App by Apptivo, Inc. www.apptivo.com
Forming Team in Project Apps
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Forming a Team

• Every projects would need a team which will
  include Employees and in some case it might also
  include Customer.
• Apptivo allows you to invite Customers and
  employee to be a viewer in a project.
• An email will be sent to persons who have been
  added to the project for them to view the project
  inside their Apptivo account.

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Team formation
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• You can assign one of the employee as project
  manager from the team who is handling the
  project.
• You can assign team members for the project on
  clicking Add Employee.
• You can Add customer team for the project. This
  field will suggest the details of the customer.

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Adding Employee

• You can select existing team members for the
  project on clicking Add Employee.
• Suppose your employee member not exists, create
  new by clicking add new employees.
• New pop up window can generate for adding new
  employees. After creation, select the employees
  on clicking "add employee

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Confirmation of Adding Employee
Once you add the employees list , confirmation
screen pops up to give you confirmation as people
has been added successfully.
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A view of Employee team
Once you add the employees list , the team
members will listed with their mail ID
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Adding customer contact

• You can add customer contact for the project on
  clicking Add contact.
• Suppose your customer member not exists, create
  new by clicking New.
• New pop up window can generate for adding
  customer name.
• Point out the customer and select the customer
  name with Industry.
• Click next to add

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Confirmation of Adding customer
Once you add the customers contact ,
confirmation screen pops up to give you
confirmation as people has been added
successfully.
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Contact Detail
The above information is brought to you by
Apptivo, Inc. Contact Us support_at_apptivo.com 9
83 Corporate way Fremont, CA The Apptivo
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