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.
Navigate to the SharePoint folder where you want to create or upload a file
|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?
|9||Internal Customer||0.10||Do Delivery Team Internal Customers need immediate notification of file’s status or location?
|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:
|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.|