Setting up the TeamRoom

The TeamRoom setup serves as the foundation for TeamRoom. By completing the Setup, you configure and customize TeamRoom for your team's use.

About this task

The TeamRoom Setup should be completed before the TeamRoom is used. It is also recommended that the team come to agreement on many of the elements of the Setup before this page is filled out. The Setup page also serves as the source of the lists that appear in certain pull-down menus on the main document form.

To set up the TeamRoom, select the Update TeamRoom setup option from the Leader/Facilitator Options. You can also use this selection to modify the information in the TeamRoom Setup at any time.

For complete information about and setting up and managing a TeamRoom, click Help > About This Application or Help > Using This Application.