The Inmanage application facilitates team creation and authorization processes, allowing you to manage your projects more effectively. This guide will walk you through the steps for team creation and authorization based on your document.
The team creation process with Inmanage is a critical step for successfully executing your projects. Here’s how to create a team step by step: Click on the "Dashboard" or "Projects" Button in the Sidebar: Navigate to the team creation page by clicking on the "Dashboard" or "Projects" button located in the left sidebar. Click on the "Add Project/Task" Button: On the opened page, click the "Add Project/Task" button to start creating a new team. Select the Type of Project or Task: In the first step, determine the type of task you are creating. Is it a "Task" or a specific "Project"? After selecting the type, set the start and end dates. Assign Units and Leaders: In the second step, create units for your project and assign a leader to each unit. This helps in structuring your team’s organization. Integrate Applications: In the third step, select the applications you will use for project management. This will improve your team’s workflow and facilitate project management processes. Review the Information and Create Your Team: In the final step, review the summary of the project information and make necessary adjustments, then click the "Create" button. Your team is now ready! Points to Consider When Creating a Team: Units Appropriate for the Project: Create units suitable for your project’s requirements and assign competent leaders. Application Selection: Integrate the applications that best fit your team’s workflow. Verify Team Information: Ensure that the information during the team creation process is accurate and up-to-date.
The Inmanage application simplifies the authorization process, enabling you to manage your projects more effectively. Here’s how to handle the authorization process step by step: Click on the "Organization" Button in the Sidebar: Navigate to the organization management page by clicking on the "Organization" button located in the left sidebar. Go to the "Departments" Page: On the organization page, click on the "Departments" tab to view existing departments and options to create new ones. Create a New Department or Edit Existing Departments: Use the necessary buttons to create a new department or edit an existing one. Assign appropriate leaders and members to the departments. Define Roles and Assign Authorities: Assign suitable roles to your members for each department or project. These roles include Organization Manager, Coordinator, Department Leader, and Member, each with specific authorities and responsibilities. Organize Task and Project Authorities: Assign roles like project manager or unit manager to your team members in your projects, defining their authorities. This provides better control over project management. Regularly Check Authorizations: Regularly verify the accuracy and currency of given authorities. Update the authorizations as needed to optimize the team’s operations. Points to Consider When Authorizing:
Clarify Roles and Responsibilities: Clearly define each member’s role and responsibilities to ensure orderly and efficient operations. Monitor Authority Levels: Regularly check the authority levels granted to members and make updates as necessary. Obtain Feedback: Enhance the efficiency of authorization processes by obtaining feedback from members and making adjustments when needed. This guide helps you manage team creation and authorization processes more effectively in the Inmanage application. By successfully completing your projects, you can create a productive working environment with your team.