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Embed code for: Set up Project
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How to Clone a Project
Set up Project
Bring down the Project Action menu, and select the Clone option
How to Create a Project
A TeamFusion project is a central secure workspace for internal and external collaboration, administration of tasks, events and management of files.
How to Start a Project?
On the wizard dialog, enter a new project name and choose appropriate content cloning options
Select New Project option under the Projects menu
Enter a short descriptive name and summary
How to Upload a Project Logo
Navigate to the Pictures section of the project workspace
Click on the Upload New Picture icon
Select a file and click Open
Select your preferred security option
Select customer context
Continue describing the Project by entering Tags and selecting values in the available fields.
You can upload files and create relationship with other projects.
Once the picture is uploaded into TeamFusion, click the action menu available in the upper right corner of the picture, and choose Make Default
How to Build a Project Team
How to Assign Project Roles
To start collaborating with your colleagues and customers, invite them to join the Project Team.
TeamFusion provides a flexible way of assigning custom, project-specific roles to the team members.
By default, all project team members will have a “Member” role.
How to add users to your Project Team?
How to create and assign a custom Project Role?
From the Project workspace navigate to the Team section
Click the Invite Participants button
From the project workspace navigate to the Team section
Click the Edit Team button
In the Project Invites section, start typing a name of your colleague or customer that you would like to add to this project.
Select from the suggestions and click Send Invite.
In the Team Roles section, click Add a New Project Team Role button
In the Matches section you will be presented with a list of users matched by TeamFusion based on their profiles.
To request users' participation click Send Invite
In the Team Role Edit screen, provide Role, Definition and select the Role Type from the pull down list. Click OK
To assign the New Role to a team member, drag the Role Label and drop it to a member’s picture on the left
The user will get an email notification with the invitation to join your project. Upon accepting the invitation, this user will become a member of your project team.