Overview
The Team tab has been reimagined and now utilizes Project and Customer Roles rather than relying on Functions to facilitate automatic task assignment. The Team tab is the central hub where a Project Manager can ensure the right people are on the project to work and complete the tasks as needed.
Layout
The Team tab is split between your customer and their users (left side of screen) and your organization and the users assisting with the project (right side of screen).
Customer Roles vs. Project Roles
Customer roles is a functionality that all Provider users will have access to. There will be some default roles available and then Admins in your organization can create and manage additional customer roles. These are fully customizable and unlimited. Your organization should create as many of these as is useful in getting the right team members invited to the project.
Project Roles is similar to Customer Roles, but is for your internal organization. Each organization will have default roles added to their site, primarily “Project Manager” and “Team Member”. These roles will allow users to be on the project and facilitate the completion of their work. If you want to have customized Project Roles for your internal organization, then you must have the paid version of Resource Management functionality offered by GUIDEcx. Everyone will have the basic version to manage Customer Roles. For more details, check out the Resource Management - GUIDE 2.0 article.
Adding Roles & Team Members
In GUIDE 2.0 every user on a project needs to have a Role. Currently, this is only used for automated task assignment. However, in a future state, these roles will be the mechanism for more granular permissions and determine things such as Project View, task visibility, “View As” functionality, etc.
Project Managers can add Roles to a project and can fill those roles immediately or they can remain vacant as place holders until they learn who the proper person is to fill the assignment. Many of these roles will be generated through the creation of a project and will be inherited from the tasks that have utilized Roles. A Project Manager is always able to add a role ad hoc though and can manage the project as they see fit.
Steps for adding a Customer Role
Click the Add Role button
If you only want to add the Role, select it from the drop down and click “Add Role to Project”
If you want to add the Role and fill the role at the same time, select the Role from the drop down and then invite the customer by adding their name and email address, then click “Add Role to Project”
First and Last Name and Email are still required for inviting a customer. The “Optional” that you see next to those fields is simply an indication that you don’t have to add a user at the same time you add the role to the project.
In the example above, the role of “Check Signer” has been added to the Project, but it hasn’t yet been filled.
Steps for adding a Project Role
Click the “Add Role” on the right side of the screen within your organization section.
If you only want to add the Role, select it from the drop down and click “Add Role to Project”
If you want to add the Role and fill the role at the same time, select the Role from the drop down and then pick a user from the “Member” drop down that fits that “Role” then click “Add Role to Project”
Again, the “Optional” text is just to indicate that a user can add Roles to a project and doesn’t have to fill them upon creation.
Navigating the Team Tab
View As: This functionality remains in place and is currently only available in regards to Customer users.
Progress Bars: Within the user cards there is a new progress bar available that provides a more granular view of the status of that user's tasks, such as Done, In Progress and Stuck.
Kebab Menu: There is a kebab menu on Customer Role cards that offers a variety of functionality including the ability to edit the user details and assign tasks in bulk.