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Team bookmarks/tabs

At the bottom of the header are tabs that take you to different parts of the team, which are then displayed in the largest part of the screen. The display of the tabs depends on the rights set and the type of team member of the logged in user.

The following tabs are available in the team:

  • Tasks to react - these are tasks that are in a state of waiting for a reaction of the team we are in,
  • Management tasks - team management tasks,
  • Meetings - meetings are covered in a separate chapter (link to the meeting chapter)
  • Documents - in this section of the team there is a dedicated place for storing documents. It is possible to create a directory structure and insert documents into it. So in this tab we create:
    • Folders - when creating folders, we define display and write rights and the following options are available:
      • All - all members of the team have the right,
      • Internal - all internal members of the team have thee right,
      • Management team - all members of the team with the right Management team have the right,
      • Selected - selected members have the right.
    • Documents - when inserting documents, we determine the privacy of the document and the right to them is sorted by the right to the folder.  Above each document there are options available, which are called up by clicking on the three dots icon on the right side of the document tab. We have the following options available:
      • Open,
      • Download,
      • Rename document (only allowed for the author of the attachment),
      • Duplicate document,
      • Archive the document,
      • Delete the document.
    • Timesheets - here you can find timesheets created over a team, management task or a meeting. The left panel is available to filter the list of work reports in different ways
    • About - this tab includes 2 units that provide users with information about the team. They are:
      • Members - here we can see all team members. A user with administrator rights can directly manage these members from here.
      • Activities - the team's activities chronologically include all the changes that have occurred in the team. This record is particularly useful when looking for information in the past.
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