Creating a Team or Subteam Status Report

Any team member can create a status report for everyone who uses the TeamRoom or for a subteam. Use status reports to inform the team about ongoing and new issues as well as any concerns or obstacles related to the project. When the project is over and you are ready to stop using the TeamRoom, the team leader can create a team status report that summarizes the project, the outcome, and anything you would like to do differently for the next project.

To create a team or subteam status report:

1. Do one of the following:



• If you are the team leader or facilitator, click Create Team Status on the Leader/Facilitator Options menu to create a team status report. Click Create Subteam Status if the status report is for a subteam.



• If you are a team member, click Active Team/Subteam Status on the left side of the TeamRoom under Project Information. To create a team status report, click New Team Status. To create a subteam status report, click New Subteam Status.



2. If you are creating a subteam status report, select the name of the subteam.



3. Enter a report date.



4. Select a report status. For most status reports, you should leave the status as "Active." An inactive status report will only be visible in the Inactive Documents and "Index of All Documents" areas of the TeamRoom.



5. Enter a name for the report in the Report Subject field.



6. Enter a brief description of the team or subteam status in the Summary text box.



7. Enter report details in the Details text box.



8. Click "Save & Close."

See also:
Updating the TeamRoom Setup
Adding or Editing Project Information