TeamWorks User Help

March 2018

About Micro Focus TeamWorks

TeamWorks lets you collaborate with other users in virtual rooms that you join or create.

Supported Mobile Devices and Web Browsers

TeamWorks apps are supported on:

  • iOS phones and tablets for iOS 10 or later.

    The TeamWorks app is free in the Apple App Store.

  • Android devices through a web browser.

    Micro Focus is planning to release an app for Android in a future release.

  • The following desktop web browsers: Mozilla Firefox, Chrome, Internet Explorer 11, Microsoft Edge, Safari on Mac.

    NOTE:Except as noted for Android devices above, accessing TeamWorks through a web browser on a mobile device is not recommended or supported.

Supported Languages

The TeamWorks default display language is defined by the language set for the mobile device or browser you are using. If the language on your device is not supported, the application displays in English.

TeamWorks supports the following languages for users. (Administrative interfaces are English-only.)

  • Czech

  • Chinese (Simplified)

  • Chinese (Traditional)

  • Danish

  • Dutch

  • English

  • Finnish

  • French

  • German

  • Hungarian

  • Italian

  • Japanese

  • Korean

  • Norwegian

  • Polish

  • Portuguese (Brazil)

  • Russian

  • Spanish

  • Swedish

1.0 Accessing TeamWorks

You can access TeamWorks from a mobile device, a web browser, or by using the GroupWise client.

  • This Quick Start covers basic features for mobile devices and web browsers.

  • For information on using TeamWorks in the GroupWise client, see the GroupWise 18 documentation.

2.0 Getting Started

2.1 Getting the Mobile App

  • iOS: Download the TeamWorks mobile app from the app store and install it.

  • Android: Access TeamWorks through a web browser on the device.

2.2 Connecting to the TeamWorks Site

To connect to TeamWorks, you need the following:

  • User ID: Specify the name that you use to log in to the TeamWorks site. If you are a GroupWise user, use your GroupWise Username.

  • Password: Specify the password for the ID that you entered.

  • Server: Specify the URL for the TeamWorks site. For example, TeamWorkssite.com.

NOTE:Your server must be configured with secure HTTP (HTTPS).

  • Mobile device access: You are prompted to enter the access information above when setting up the mobile app.

  • Web browser access: Enter the URL for the server, then enter the User ID and Password when prompted.

3.0 The Home Page

The TeamWorks interface is basically the same whether you are using a phone, a tablet, or a web browser. In the browser or on a large tablet, you can see the entire interface. On a phone or small tablet, you automatically see the part of the interface that you need for what you are doing.

4.0 TeamWorks Users

There are two kinds of TeamWorks users:

  • LDAP Users: These are imported to TeamWorks from an LDAP directory store, such as GroupWise, eDirectory, or Active Directory.

    Normally, these are employees or members of your organization. However, everyone with an account in the LDAP directory store, including those who are contractors and so forth, can be imported and have their information synchronized with TeamWorks.

    The LDAP directory store is the primary information repository for passwords and other data. For example, password-change processes are unchanged.

  • Local Users: These are created in TeamWorks by administrative users.

    These are usually contractors or others who aren’t employees or members of your organization, but who work and collaborate inside the organization.

    Local users change their passwords and manage other information directly in TeamWorks.

5.0 Rooms

Rooms are virtual locations where conversations and collaboration take place.

There are two kinds of rooms.

  • Public rooms: Are visible and accessible by all TeamWorks users.

    Example: A room for reporting facilities issues would be a logical candidate for a publicly available room.

  • Private rooms: Are visible and accessible by only those who are added to the room by the room owner.

    Example: A room for sensitive product development discussions would need to be private.

Table 1 and the sections that follow outline basic TeamWorks tasks and how to do them.

Table 1 Room Tasks

Task

Steps

Notes

Create a room

  1. Click or tap the plus icon

  2. Name the room and if desired, type a brief description.

  3. If you want only specific people to view and use the room, click the Access drop-down and change Public to Private.

  4. If you are creating a private room, you can add members by clicking the plus icon above the list of members. (The list is initially empty of course.)

  5. When you are finished specifying room information, click Save.

Anyone in TeamWorks can do this.

As you create a room, you can also set your notification options or you can do this later.

By default, you receive notifications in the app when someone comments on one of your topics or comments (i.e. a Direct Reply).

You can also be notified of everything by selecting All Messages, or you can disable notifications for the room by selecting None.

Email notifications are disabled by default.

When enabled, email notifications are generated only when events occur while you are not logged in to TeamWorks.

Make a room Private

  1. Click or tap the information icon next to the room name.

  2. Click or tap Edit.

  3. Using the Access drop-down options, change the access to Private.

  4. Click or tap Save.

    Only those you specifically add can now see the room.

Only the room owner can do this.

Make a room Public

  1. Click or tap the information icon next to the room name.

  2. Click or tap Edit.

  3. Using the Access drop-down options, change the access to Public.

  4. Click Save.

    All of the information in the room is now publicly visible and accessible.

Only the room owner can do this.

Add someone to a Private room

  1. Click or tap the information icon next to a private room name.

  2. Click or tap Edit.

  3. Add the member by clicking the plus icon above the list of members.

  4. Click Save.

Only the room owner can do this.

Delete a room

  1. Click or tap the information icon next to the room name.

  2. Click or tap Edit.

  3. Scroll to the bottom of the dialog and click or tap Delete Room.

  4. Click or tap Yes to confirm.

IMPORTANT:Deleting a room permanently removes the room and everything in it from the system. The action cannot be undone.

Only the room owner can do this.

Change the room Name or Description

  1. Click or tap the information icon next to the room name.

  2. Click or tap Edit.

  3. Modify the room name and/or description as desired.

  4. Click or tap Save.

Only the room owner can do this.

View Room Information

  1. Click or tap the information icon next to the room name.

  2. View the room information.

  3. When finished, click or tap Done.

Anyone who can see the room can view this.

Remove a room member

  1. Tap the information icon next to a private room name.

  2. Click or tap Edit.

  3. Remove the member by clicking the X icon next to the member’s entry.

    The member is immediately removed.

  4. Click Save.

Only the owner of a Private room can do this.

6.0 Notifications

Notifications inform you of activity for topics and comments that you own.

Table 2 Notification Tasks

Task

Steps

Notes

Setting your notification level for a room

  1. Click or tap the information icon next to the room name.

  2. Specify the following:

    • The level of notification: None, Direct Replies to your posts, or All Messages (all activity in the room).

    • Your delivery preference: In the TeamWorks app, thru email, or both. Notification methods are enabled when you select an option other than None.

  3. When finished, click or tap Done to save your settings.

Everyone participating in a room gets to specify the notifcations they want to receive from that room.

In the iOS mobile app, notifications temporarily show in slide-down messages as well as being logged in the Notification Center.

Slide-down messages also notify you when you are added to a room.

Using the Notification Center.

  1. A badge next to the Notifications alarm bell at the bottom of the TeamWorks window indicates how many unread notifications you have.

    Click this to view your notifications.

  2. Each notification is listed.

    Click or tap entries to see the triggering event in context. New entries have a bright green border.

Notifications of being added to a room are not logged in the Notification Center.

7.0 Topics

Topics start conversations or collaboration efforts within a room.

Example: The HR manager creates a room named HR Questions and then creates various topics, such as:

  • Health Insurance

  • Wellness Program

  • Company Party

  • Performance Evaluations

Table 3 Topic Tasks

Task

Steps

Notes

Create a Topic

  1. Click or tap a room.

  2. Type the topic name in the New Topic field at the bottom of the window, then click or tap the send icon.

Example: Someone creates a topic in the Facilities Issues room —“My office window is broken.”

Anyone with access to a room can do this in that room.

Modify a Topic

  1. Click or tap the Menu icon next to the Topic.

  2. Click or tap Edit.

  3. Modify the topic as desired.

  4. Click or tap Save.

Example: The person in the above example discovers that the window frame is bent as well. He then modifies the topic to be—”My office window is broken and the frame is bent.”

Only the topic creator can do this.

Delete a Topic

  1. Click or tap the Menu icon next to the Topic.

  2. Click or tap Delete, then confirm by selecting Yes.

IMPORTANT:Deleting a topic also permanently removes all child comments.

Only the topic creator can do this.

8.0 Comments

Comments are replies to Topics or to other Comments. TeamWorks visually nests (indents) Comments to indicate their relationships with each other.

Table 4 Comment Tasks

Task

Steps

Notes

Comment on a topic or other comment

  1. Click or tap the room in which you want to comment.

  2. Click or tap the topic or comment you are replying to.

  3. Your selection moves to the top of the screen and the Reply To field is ready for your input.

  4. Type your comment, then click the send icon.

Anyone with access to a room can do this in that room.

Modify a Comment

  1. Click or tap the Menu icon next to the Comment.

  2. Click or tap Edit.

  3. Modify the comment as desired.

  4. Click or tap Save.

Only the comment creator can do this.

Delete a Comment

  1. Click or tap the Menu icon next to the comment.

  2. Click or tap Delete, then confirm by selecting Yes.

IMPORTANT:Deleting a comment also permanently removes all child comments.

Only the comment creator can do this.

9.0 Attachments

You can attach files at either the Topic or the Comment level. Room participants can then download the files to access them.

Table 5 Attachment Tasks

Task

Steps

Notes

Attach a file

  1. In a topic or comment that you own, click or tap the Menu icon .

  2. Click or tap Add Attachment.

  3. Browse to the file you want to attach and select or open it, depending on the system you are using.

    After a moment, the file is attached

Topic and Comment owners can do this.

Delete an attachment

  1. Navigate to the attachment you want to remove.

  2. iOS: Slide the attachment to the left.

    Web client: Click or tap the DELETE link.

    The link to the file is removed.

Topic and Comment owners can do this.

10.0 Avatars, Passwords, and Other Preferences

All TeamWorks users can upload a picture to display as their avatar. Local users can modify their passwords through TeamWorks. Users can also control whether the onboarding video displays when they log in and whether the newest or the oldest topics appear at the top of their room views.

Table 6 Other Tasks

Task

Steps

Notes

Change your Avatar

  1. While logged in to TeamWorks, click or tap the gear icon by your current avatar and name, and select Account.

  2. Click SELECT AVATAR at the bottom of the screen.

  3. Navigate to the file you want to have displayed and select or open it.

  4. Click SAVE. You must do this or your selection isn’t uploaded and saved.

  5. Click DONE.

All users.

Change your password (Local users only)

  1. While logged in to TeamWorks, click or tap the gear icon by your current avatar and name, and select Account.

  2. Click the CHANGE PASSWORD button.

    This button doesn’t appear for LDAP users.

  3. Type your old password, then type and confirm your new password.

  4. Click CHANGE PASSWORD. You are logged out so that you can log in with the new password.

Only Local users can do this.

Enable or disable the onboarding video that runs when TeamWorks starts

  1. While logged in to TeamWorks, click or tap the gear icon by your current avatar and name, and select Account.

  2. Adjust the Show Onboarding on login? slider button as needed for your change.

  3. Click DONE.

All TeamWorks users can do this using the web app.

Change the Topic listing order

By default, the newest Topics are listed at the top of the room. You can change this as needed.

  1. While logged in to TeamWorks, click or tap the gear icon by your current avatar and name, and select General.

  2. Adjust the List newest topics first slider button as needed for your change.

  3. Click DONE.

All TeamWorks users can do this.

11.0 Signing Out

To sign out of TeamWorks

  1. Click or tap the gear icon by your current avatar and name, then select Sign Out.

    You are logged out and the sign in dialog displays.

12.0 Legal Notice

For information about legal notices, trademarks, disclaimers, warranties, export and other use restrictions, U.S. Government rights, patent policy, and FIPS compliance, see https://www.novell.com/company/legal/.

Copyright © 2018 Micro Focus Inc. All Rights Reserved.