How do I add a new form (Example: RFI)?

From within the project, click the form type you would like to add (Example: Request for Information). This will bring you to the Log of that form type. Click the Add New Button at the top of the log. After you click the Add New button you area taken to a window that shows a blank form ready to be filled out. Fill in the required field(s) and then click Save.

What is "Sharing" and why is it important?

Sharing information is at the heart of Projectteam.com. Create documents and project forms within the system and then effortlessly share that information with other members of your team. Instead of throwing everything into one big bucket like other system, selectively choose who gets what information.

What can you share?

• Forms (RFIs, submittals, punch lists, custom forms, etc)
• Folders
• Files
  

Who can you share with?

• User's from your organization that have been added to the project
• User's from other organizations that your organization has successfully connected with on the project
• Groups that have been setup by any organization on the project
• Any email email address (excluding personal email domains such as gmail, yahoo, hotmail, etc.)
  

What happens if you don't share?
When you create information but decide not to share it, then you are the only user that has access to that information. It's a great way to create drafts of information that you aren't ready to make public yet.

 
What happens when you do share?
Once you share information with other users, they have full access to that form, file, or folder and can then join you in collaborating on that information. Any actions taken on your forms, files, or folders is tracked in the activity tab of that information.

Something changed on my form, how do I see what it looked like in the past?

View as of

I made a mistake on a form, can I delete it?

Delete vs obsolete

How do I clone a form instance so that I can keep all the same information?

How do I add custom fields to my form?

See the Adding Custom Fields page

Helpful Screenshots