TSL uses Sharepoint to store, manage, and collaborate on all files, including those for internal and customer projects. This process outlines how to create/upload files, and post to Clarizen and/or alert users for review.
Step # | Owner | Time | Action |
1 | Internal Customer | 0.15 |
Navigate to the SharePoint folder where you want to create or upload a file
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2 | Internal Customer | 0.15 | Click the “New” button and select the necessary file type from the menu |
3 | Internal Customer | 0.5 | Rename the file by clicking the default “Document” text in the browser heading. Type in file name per the File Naming Convention Guide. |
4 | Internal Customer | Varies | Perform work within web browser. Go to Step #9. |
5 | Internal Customer | 0.10 | Click the “Upload” button. If given a drop-down menu, select “Files”. |
6 | Internal Customer | 0.5 | In the “Open” pop-up window, search for and select the file from its original location |
7 | Internal Customer | 0.10 | Click the “Open” button |
8 | Internal Customer | 0.10 | Is file ready for use?
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9 | Internal Customer | 0.10 | Do Delivery Team Internal Customers need immediate notification of file’s status or location?
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10 | Internal Customer | 1 | Navigate to the specific Clarizen subproject that the file relates to. |
11 | Internal Customer | 0.5 | Navigate to the Discussions panel on the subproject and locate the latest Discussion post (manager’s initial project request or an existing production team member post). |
12 | Internal Customer | 0.10 | If replying to an existing Discussion post, click the blue “Reply” button. If creating a new Discussion post, click in the text editor box where “Start a Discussion” appears. |
13 | Internal Customer | 1 | Write a post with:
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14 | Internal Customer | 0.10 | Click the “Add Related” blue text below the text editor box |
15 | Internal Customer | 0.10 | Click the “Files” icon option |
16 | Internal Customer | 0.10 | Click the “SharePoint” option |
17 | Internal Customer | 0.10 | Click the “Browse” button |
18 | Internal Customer | 0.5 | Click the [+] buttons to expand the folders and locate the related file |
19 | Internal Customer | 0.10 | Click the related file so the corresponding radio button is filled in |
20 | Internal Customer | 0.10 | Click the “OK” button |
21 | Internal Customer | 0.10 | Click the “Save” button. The file shortcut is now attached to the Discussion post. |
22 | Internal Customer | 0.10 | Click the “Reply” or “Post” button. Your message with file has been posted and a corresponding email alert has been sent to all included in mentions. |
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