Creating a Workspace Workgroup

 

Workspace workgroups give you a way to organize your team members in logical groups. Using workgroups, you can easily assign tasks and issues to appropriate team members.

For example, you might create a workgroup called Designers, containing the graphic designers assigned to work on a workspace. When you add a task to 'Create Pictures for Marketing Brochure,' you can assign the task to the Designers workgroup, rather than assigning it to all the individual designers.

Workspace workgroups are created by project managers or other workspace members with administrative permissions. PPM also provides enterprise workgroups, created by PPM administrators. For more information, see Workgroups - Overview.

Note: Text fields such as the workgroup name do not support hyperlinks or other HTML formatting.

TO CREATE A Workspace WORKGROUP:

  1. Navigate to the workspace to which you want to add a workgroup.
  2. Click Members on the Workspace Menu, then click Workgroup View.
    The Workgroups screen displays.
  3. In the menu bar below Checked Item Actions, click Create.
    A text box appears.
  4. Type the name of the new workspace workgroup in the text box and click ok.
    The workgroup is added to the Workgroup hierarchy.
  5. Select the workspace icon in the workgroup hierarchy.
    All the workspace members display.
  6. Select the members you want to add to the new workgroup.
  7. From the Checked Item Action list, select Add to Workgroup.
  8. From the Select the Workgroup list, select the name of the workgroup and click Save.
    The selected workspace members are added to the workgroup.

 

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