TEAMROOM

TeamRoom Milestone/Event Profile
Many teams work towards a deadline or milestones. TeamRoom allows users to factor a deadline into their work by creating milestones or events. Users can then associate documents with one or more events. This form is used to create those milestones/events in TeamRoom.

To create a Milestone/Event

To create a Milestone/Event in TeamRoom:

1. Click Milestones/Events from TeamRoom Setup page and then click Add milestone/event. The Milestone/Event dialog box appears.

2. Enter the name of the milestone or event in the Milestone/Event field. This is how the milestone will be identified in pull-down menus.

3. Associate the event or milestone with a specific date by using the pull-down calendar in the Date field.


4. Enter a short description of the event or milestone in the Details field.

5. Click Active or Inactive to specify whether this Milestone/Event status is currently active or inactive. Inactive Milestones/Events do not show up in pull-down menus when users compose new documents. The status of Milestone/Event documents can be changed at any time by locating the document in the Index of All Documents view and editing/saving the document.

6. Click Save and Close from the Action bar.

See Also