Teamwork Training

Welcome to Teamwork

You are great at what you do and passionate about creating amazing books–that’s why we work with you, because we share those values. Teamwork streamlines our process, making it easier for you to do your work, communicate with your team, and get paid faster.

There’s a reason our CEO, JT McCormick calls it TRIBEwork: it is a huge win for everyone!

 

Teamwork Modules

Teamwork is designed to make your work easier, but as with all new tools, there’s a learning curve. Our Teamwork training is designed to be an intro to how we use the system and is here for you to work through at your own pace.

As you dive into your first project, don’t hesitate to continue to reference these resources and ask questions. Everyone at Scribe is here to support you and give you the tools you need to do your best work.

Work through these training modules all in one go, or work through a few, then come back and choose below to pick up where you left off.

 


 

Getting Started

 

Module 1: Logging in to Teamwork

Let’s start by answering the very first question you’re probably asking: how do I get to Teamwork, and how do I log in?

Module 2: The Dashboard

The Dashboard is your home screen in Teamwork, and what you’ll see every time you log in.

Module 3: Set Up Your Profile

Make sure your Teamwork profile is complete and up-to-date–and upload a photo so we can see your beautiful face!

 

Organizing Your Work

Module 4: Tasks and Milestones

Here’s a look at Tasks and Milestones, the two main ways you track and complete your work in Teamwork.

Module 5: Other Views

There are other ways to look at Teamwork besides the Dashboard. Here’s a tour of the rest of Teamwork!

Module 6: Daily Tasks

“So, what do I do each day?” Here’s a daily workflow you can follow, as well as a deeper dive into Tasks.

 

Working With Your Team

Module 7: Communicating in Teamwork

Here’s the most fun part: the part where we all talk to each other! Learn about comments and notebooks.

Module 8: Uploading Files

Finished with a First Pages? An outline? A book cover? A proofreading job? Upload that file and check off your task!

 

For Outliners and Scribes Only

Module 9: Logging Your Time

GET PAID! But first, log your time. Here’s how to do that.

 

Here’s how to complete these modules:

1. Watch the video at the top of the module.

2. Click through the iOrad tutorial below the video; it’ll recap and move you through everything you just watched.

3. If anything is unclear or confusing don’t hesitate to ask questions!

 


Module 1 – Logging in to Teamwork

http://youtu.be/GR0Qdbv94Ow

Step 1: Go to www.bookinabox.teamwork.com & type Your Username or Email

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Step 2: Click Password

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Step 3: Next, type your Password

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Step 4: Click Login

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Step 5: That’s it. You’re in Teamwork!

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75612/Logging-into-Teamwork

 

Module 2 – The Dashboard

http://youtu.be/EsdV_ApYktQ

Step 1: The first step is to open Dashboard – BIAB and click the gear icon to open your Dashboard Settings

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Step 2: Choose to view only your own tasks & milestones. 

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Step 3: Click
Save Settings

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Step 4: To view your tasks that are due today click
Today’s Tasks

Note: if you don’t have any tasks due today this tab is not visible

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Step 5: Navigate to the Task List associated with today’s tasks by clicking the Task List name in the gray header.

If you’re working on multiple projects you might have tasks due for more than one project. Scroll down to see additional Task Lists / Tasks.

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Step 6: Click ×

1 subtask incomplete

×

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Step 7: Click Task Complete

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Step 8: The number in the gray circle refers to the number of subtasks associated with that task. All subtasks must be complete before the parent task can be checked off.

View subtasks by clicking on the gray circle.

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Step 9: Click the Dashboard tab to navigate back to the dashboard

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Step 10: Click Upcoming Tasks to view your tasks scheduled for the next 14 days

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Step 11: Click the Task List name to preview all upcoming tasks in that list.

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Step 12: Click the gray circle to view subtasks.

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Step 13: The red “no entry” sign means the task is dependent on another task. The dependent task cannot begin until the previous task is marked complete. Most upcoming tasks will have this restriction until the task becomes active.

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Step 14: Hover your mouse over the no entry sign to view the task(s) that must first be completed.  

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Step 15: Click the Dashboard tab to navigate back to the dashboard

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Step 16: In the left sidebar, click the star next to a project name to mark the project as important.

Click Show only starred projects to filter you task views by starred project .

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Step 17: You can navigate to a particular project by clicking the link in the lefthand sidebar.

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Step 18: Another easy way to toggle between project is to use the 

Switch Project tab on the page header.

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Step 19: Click

the project you’d like to open. Use the search bar within this view to quickly find a project.

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Step 20: Click the Dropdown menu to the right of your avatar to access your profile.

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Step 21: Click My Profile

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Step 22: Here you can manage your notifications & see all your projects, tasks, time logged, and activity. Whew!

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75696/Dashboard–Profile—More-

 

Module 3 – Set Up Your Profile

http://youtu.be/soZ3HzPva58

Step 1: On your Teamwork Dashboard click the dropdown menu next to your avatar

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Step 2: Click Edit My Details

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Step 3: Click Upload Photo

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Step 4: Click Choose File

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Step 5: Click Details

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Step 6: To enter your phone number type the area code and Press Tab

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Step 7: Type your Phone Number

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Step 8: Click Address

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Step 9: Enter your address information

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Step 10: Type your address in Line 1 and Press Tab

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Step 11: Type your city and press tab

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Step 12: Type your state and Press Tab

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Step 13: Type your zip code

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Step 14: Click Profile

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Step 15: Click highlight

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Step 16: Type your Uberconference and Calendly links, if applicable

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Step 17: Click Localization

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Step 18: Set your language, formats, and time zone

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Step 19: Click Preferences

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Step 20: Manipulate your notification preferences. (Note: we recommend keeping all of these enabled.)

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Step 21: Click Update

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Step 22: That’s it! Your profile is set up.

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75613/Edit-your-Teamwork-profile

 

Module 4 – Tasks and Milestones

http://youtu.be/Maoey5wk0Es

Step 1: The first step is to open Dashboard – BIAB and click
Today’s Tasks

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Step 2: To view your tasks in the project task view, Click the Task List 

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Step 3: The number in the gray circle refers to the number of subtasks that must be completed before the parent task can be marked as complete. Click the gray circle to view subtasks.

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Step 4: Click Task Complete to check off the subtask

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Step 5: IMPORTANT! The red circle with a line through it means that task cannot begin until another task is complete. Hover over the red circle to see the exact task it’s dependent on Once all subtasks are marked complete you MUST check off the parent task.

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Step 6: Checking off a task removes task restrictions for any tasks that are dependent on it. 

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Step 7: You are now able to check that Task Complete

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Step 8: Whenever you’re working on a project, you must log time against the relevant parent task. To start the timer, hover over the clock icon and click Start Timer. The timer appears in the bottom lefthand corner of your screen.

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Step 9: Another useful task feature is the Task Reminder. Click the bell icon to set a reminder for an upcoming task.

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Step 10: Click
Add Reminder

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Step 11: Set your reminder preferences and click Add This Reminder

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Step 12: Click
Close

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Step 13: Task comments is how you communicate with your Publisher about the project. To add a comment click the Task Comments icon.

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Step 14: Type your comment.

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Step 15: The Publisher is always the default in the “Who should be notified?” section. Click Save Comment

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Step 16: That’s it. You’ve mastered tasks!

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75649/Teamwork-Tasks

 

Module 5 – Other Views

http://youtu.be/sAqJYuaGHEA

Step 1: The first step is to open Dashboard – BIAB and click Everything

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Step 2: Click
All Active Tasks. 
This areas shows all active tasks across all projects you’re on.

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Step 3: You can filter this view in a variety of ways. Click
the Sort By Dropdown menu to sort the tasks in this view.

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Step 4: The two options you’re likely to use the most are Due Date & Project

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Step 5: You can also filter by who’s assigned to the task.

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Step 6: Click your own name to filter for you tasks only

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Step 7: To run a report of all your tasks Click Export

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Step 8: Choose your desired format

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Step 9: To view all comments across your projects, click All Comments

 

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Step 10: Click the 
All Projects dropdown menu 
to filter by project

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Step 11: Choose the project(s) you’d like to filter for

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Step 12: To view comments posted by a particular person click the Posted By dropdown

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Step 13: Choose whose comments you’d like to filter for

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Step 14: You can also filter by Read and Unread comments

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Step 15: To view all Notebooks across your projects, click
All Notebooks

 

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Step 16: To filter by project, click
All Projects

 

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Step 17: Choose the project you’d like to filter for

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Step 18: To view all the projects you’re on, click the Projects tab

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Step 19: You can star projects for easy access! Click the  Starred tab to view these projects.

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Step 20: To go to a particular project, click the project name

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Step 21: Finally, you have the Calendar view. To access this click the Calendar tab

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Step 22: You can filter to see your tasks only using the Anyone Dropdown

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Step 23: Click your name

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Step 24: You can also filter by project by clicking the All Projects dropdown

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Step 25: Choose your project filter

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Step 26: You can see how many tasks you have due on particular days. To view the tasks due on a particular day, click the Tasks link

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Step 27: This will open all the tasks due on that day. Click the task to view it within the project it’s associated with.

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Step 28: Tada! You now have a handle on all the available views in Teamwork.

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75648/Teamwork-Views

 

Module 6 – Daily Tasks

http://youtu.be/lc6DNjKVYkg

Step 1: The first step is to open Dashboard – BIAB and click
Today’s Tasks

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Step 2: Click the first main task that’s due 

Note: Subtasks are marked as such; Main tasks have no distinction.

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Step 3: You must complete all subtasks before the main task can be marked as complete.

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Step 4: You must complete all subtasks before the main task can be marked as complete.

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Step 5: You must complete all subtasks before the main task can be marked as complete.

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Step 6: You must complete all subtasks before the main task can be marked as complete.

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Step 7: Once subtasks are complete they will disappear & you will be able to check the main task as complete.

This is a VERY important step. All tasks MUST be checked off in order to initiate payment & move the project forward.

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Step 8: That’s it. You’re done.

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75615/How-to-use-tasks-on-Teamwork

 

Module 7 – Communicating in Teamwork

http://youtu.be/dYjniCLqAQk

Step 1: Click the Task Comments icon to the right of the relevant task

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Step 2: Type your comment in the appropriate field. The Publisher is the default in the “Who should be notified?” section. If you need to Notify additional people, click the + Add More button.

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Step 3: Click Save Comment

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Step 4: If your comment concludes the relevant task, check the Task as Complete

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Step 5: That’s it. You’re done.

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75662/Commenting-on-a-Teamwork-task

 

Module 8 – Uploading Files

http://youtu.be/U71KlhAZ1XY

Step 1: The first step is to read the instructions on the Upload task.  To view instructions click
more…

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Step 2: Locate the appropriate task and click the Add Comment icon

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Step 3: Type your comment in the Add your comment here field

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Step 4: Click Attach a File

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Step 5: Click

Google Drive

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Step 6: Choose the appropriate folder per the task instructions 

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Step 7: Click Upload

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Step 8: Choose the correct file from your computer. Once it’s uploaded to drive click the checkbox to the left of the document name.

Note: If the file doesn’t immediately appear in Drive click Refresh to the left of the Link-in button.

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Step 9: Click Link-in Selected Files

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Step 10: Click No Category

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Step 11: Choose the appropriate folder.

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Step 12: Click Link Files

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Step 13: Click Save Comment

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Step 14: Check the Upload task as complete and you’re done!

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/76881/How-to-Upload-a-File-to-Teamwork

 

Module 9 – Logging Your Time

http://youtu.be/rDJGaV2itZo

Step 1: The first step is to open Dashboard – BIAB and click
Today’s Tasks

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Step 2: Click the relevant task you’d like to log time against

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Step 3: Click
Start Timer

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Step 4: This timer will run in the background of Teamwork until you stop it. Once your work for this task is complete click Log Time.

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Step 5: Click OK

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Step 6: Type any additional information about your time log in the Description

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Step 7: If you dig efficiency, you can also choose to mark the task as complete when you log your time.

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Step 8: Click Save Time Log

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Step 9: If you forget to log time against a task you can enter it manually. Hover over the timer icon to the right of the relevant task and click Log More Time. (If no time has been logged against a task this button will say “Log Time”)

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Step 10: Enter your Start Time

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Step 11: Enter your End Time

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Step 12: Type any additional information about your time logged in the Description

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Step 13: Click
Log this Time

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Step 14: That’s it. You’re on your way to getting paid!

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Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/75661/Logging-Time-in-Teamwork

 

Have any questions? Ask them on slack!