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HOBY’s DotProject

v. 2.0.4

August 12, 2006

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Introduction…………………………………………………………………………………….3

Logging into dotProject……………………………………………………………………..…5

Companies

Adding……………………………………………………………………………………….9

Editing………………………………………………………………………………………10

Project

Adding………………………………………………………………………………………12

Editing………………………………………………………………………………………14

Tasks

Viewing……………………………………………………………………………………..15

Editing………………………………………………………………………………………17

Adding………………………………………………………………………………………19

Assigning……………………………………………………………………………………22

Tracking…………………………………………………………………………………….24

Attaching Files………………………………………………………………………………..24

Users

Adding………………………………………………………………………………………28

Editing………………………………………………………………………………………28

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Why is HOBY providing DotProject?

In Spring 2004, a sampling of HOBY volunteers participating in focus groups and through questionnaires said an online project management tool was the thing they needed most from a new website.

• DotProject offers good functionality: scheduling; notification; and communication • At the same time, it isn't too complex • It offers some usefulness even if a person has meager computer skills • It's adaptable and scalable • Improvements will be continually made to the product. DotProject was upgraded to version 2.0.4

in August 2006.

For those reasons, HOBY is requiring its affiliates to use DotProject:

• to assist in planning Leadership Seminars • to learn best practices for incorporation into the following year’s process • to adapt it later for CLeWs and other planning needs • to provide for better communication and tracking of progress

Because dotProject can track and store much information the following LSC Reports are no longer needed and have been eliminated:

• CPG Part 1 • All Activity Reports – Oct, Dec, Feb, June • All Addendums – Oct, Dec, Feb, June • 30 Day Prior to Seminar Report • CPG Part 2

The remainder of this tutorial details how to use DotProject. It is useful to have this open in one browser window while you've opened another browser window and logged in so you can see the live dotProject application.

Let's begin with an overview of what DotProject does. Then we'll look at how the HOBY affiliates (corporate boards) and projects (leadership seminars) are edited or added.

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DotProject's Features

DotProject is a web-based project management application. It's online, which means all of your team members have easy access to what's going on with your project and everyone's role in it. DotProject brings together in one spot:

• information about each HOBY affiliate (corporate board) in your region • information on the affiliates' projects (corporate board activities and leadership seminars) • all the tasks necessary to hold each seminar plus their deadlines and other details • tracking which tasks are done and how much of the total work is done • Graphical Gantt charts • information on all the users (volunteers and others) involved in holding the seminar • an easy way to email those users and communicate the tasks they're responsible for • pop-up reminders when users log on about their approaching deadlines • a list of related contacts • calendars with different views: monthly, weekly and daily • project-related forums, and • a place to store all the related project files.

DotProject is a PHP+SQL web-based project management application. It was originally conceived by dotmarketing in December 2000. Since then an international team of developers spanning the globe have put their time and effort into building dotProject and making it a robust but easy-to-use product.

On the next page, we'll take a quick tour of dotProject and what it offers before we look deeper at each of the main functions.

Note: The screenshots shown below and throughout these lessons may look different from the pages of your region's dotProject application depending on the formats chosen and how the information has been customized for your regional version of dotProject. Also, you will not see areas for which you do not have permission to read.

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Logging into dotProject

Go to the website www.hoby.org. Click on Volunteers Area in the left-hand navigation, then click on dotProject, and then choose your region and click on it.

Note: The last item on the dotProject list is the online dotProject Tutorial.

A secure login will appear. Your secure username and password will be provided by your DNP or assigned RPD.

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Then the login page for your region will appear. Your dotProject username and password are the same as your HOBY Online username and password. If you have trouble logging into dotProject, try again. If you still have trouble logging into dotProject, contact your DNP or assigned RPD.

Once logged in you will see the following screen.

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A Quick Tour of DotProject

One good way to become familiar with any software is to use its main menu as a guide to the most important features and functions. So go ahead and visit the links in DotProject's top menu.

In DotProject everything is pretty much related: At the highest level are companies (HOBY affiliates = corporate boards), which have owners (Corporate Board Presidents). Each HOBY Affiliate has at least one associated project (e.g. leadership seminar), which also has a project owner (the Leadership Seminar Chair). Projects are broken down into tasks, which have users (volunteer committee members) assigned to track and complete them. All people working in dotProject (DNPs, RPDs, company owners, project owners, users, etc.) must be added as users of dotProject and assigned permissions.

You can find your seminar by starting with the company list -- (Click Companies on top menu, then make sure that the Owner Filter on the upper right hand side of the screen is set to All ) --then click on your affiliate's name, then click on its project which is under the Active Projects tabs below. Another route is to click on the Projects tab in the top menu. So know there are alternative paths to the same spot. In each of the following pages, we'll show the shortest path or paths -- the breadcrumb trails -- you follow to get to the page being discussed. So to reach the View Project page, the two easiest paths are:

Companies List (Click Companies on top menu) > If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view)> View Project (click on the Project name you want to view)

Project (Click Project on top menu)> Projects List (click on the tab of Projects to want to see)> If your project does not appear, make sure that the Company/Division on the upper right hand side of the screen is set to ALL > View Project. (click on the Project name you want to view)

Here are a couple of other points about finding your way in dotProject. The title of a page in dotProject is descriptive: The View Company page differs from the Edit Company page. And the line beneath the page title often shows closely related links. In the first screenshot below, the circled links will either take you back to the broader list of companies on the right or on the left take you to the Edit Company page for the company you're viewing.

Help: The arrow shown on the screenshot below is highlighting the anchor icon, which opens up a small window with an abbreviated help message regarding the page you're on. The Help item in the top menu and the Help item in the right area both take you to an index showing the various help topics. The dotProject logo in the upper right corner takes you to the dotProject website which includes a good forum you can search and other documentation.

Another helpful feature is shown in the bottom screenshot -- the filters. The filters allow you to limit the information that's shown. The company filter to the right allows you to screen out all but the information relating to one company. The tasks filter, which is shown expanded below, allows you to select only the tasks you want to see.

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Next, let's look at companies.

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Adding A Company (Affiliate)

To add a new company, go to the Companies List Page. A "New Company" button appears on the right side above the roster of companies. Click to open the Add Company page, which has all the same items as the Edit Company page. Part of the Add Company page is shown in the second screenshot below.

To delete a company, go to the Companies List Page. Click on the company (affiliate) name that you wish to delete. The View Company page appears. In the upper right hand corner there is a little trash can icon that says “delete company.” Click this only if you are absolutely sure you want to delete this company/affiliate. Note: if you cannot see the trash can icon, then you do not have permissions to delete a company/affiliate.

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Editing Company (Affiliate) Info

Go to :

Companies List (Click Companies on top menu )> If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view) > Edit Company (click on the words “edit this company”)

The Edit Company page is fairly self-explanatory and the Corporate President is responsible for keeping this information up to date. Your DNP will be responsible for adding generic projects (leadership seminars, etc.) to be customized later by the LSC.

To customize an Affiliate, simply go to the Edit Company page for each and add the correct Affiliate name (this should be the official legal corporation name), and the corporate president's name. If the corporate president's name has not already been created as a user, that will need to be done so the Affiliate info can be complete. (Note: You can save the Affiliate with customization partially complete by clicking the Submit button. Then create the corporate president as a user by following the instructions for Adding and Editing a User in this tutorial. Then return to the Affiliate information and continue to edit it as you wish.) The type remains HOBY Affiliates. Click the Submit button in the lower right corner to input your changes. Click the Back button in the lower left corner if you don't want the changes made, but want to return to the last page instead.

Corporate Presidents will want to check all the information for their Affiliate (Company) and make any changes or additions to ensure that the information is correct. Note that the official business information for the HOBY Affiliate should be added (i.e. official P.O. Box address and not the CPs home address, general affiliate e-mail address if there is one, affiliate local website, etc.) if this is separate from the CPs home or business address.

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Next, let's look at projects.

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Adding A Project

The DNP should add the template Corporate Board and Leadership Seminar(s) as Projects under each company (Affiliate).

Go to:

Companies List (Click Companies on top menu) > If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view)> New Project (click the “new project” button on the upper right)

Then complete the information on the New Project page. The project name is the name of the corporate board or seminar. Our convention is to show the CP as owner of the corporate board project and the LSC as the owner of the leadership seminar project. If the LSC’s name has not already been created as a user, that will need to be done so the Project info can be complete. (Note: You can save the Project with customization partially complete by clicking the Submit button. Then create the LSC as a user by following the instructions for Adding and Editing a User in this tutorial. Then return to the Project information and continue to edit it as you wish.) Choose the affiliate name from the drop down box for the company. Then enter a short name (ex. IL HOBY) and choose a color identifier. (There is no color- coding convention at this time for the color identifier, so you may just choose a color that you like, or you may choose to create your own color-coding convention for your region.) To choose a color identifier click on the words “change color” and choose a color from the color selector. Select the project type of “Operative” using the drop down arrow. Select the Status of “In Planning” or “In Progress” using the drop down arrow, depending on the actual status of the project. Then import tasks from the master template for the corporate board and from the master templates for the leadership seminar that corresponds to the month of the seminar project you are creating. Corporate board and seminar master templates of standard tasks have been preloaded into DotProject to help CPs and LSCs create their project tasks. No other fields on this page need to be completed by the DNP. Click the Submit button in the lower right corner to input your changes. Click the cancel button in the lower left corner if you do not want the changes to be made.

Once a project has been created in the generic sense by the DNP, the CP and LSC will need to edit and customize their respective projects. Simply go to the Edit Project page and add the correct corporate board or seminar (project) name, and complete the information in the rest of the blank fields. The Edit Project page is fairly self-explanatory. Enter the website address for your seminar website if you have one in the URL field. Click the Submit button in the lower right corner to input your changes. Click the Back button in the lower left corner if you don't want the changes made, but want to return to the last page instead.

Affiliates do have the option of adding projects for CLeWs, fundraising events, alumni events, etc. However, there are no task templates at this time for these projects, so the project owner will need to create tasks from scratch using the Adding Task instructions later in this document.

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Editing A Project

Go to:

Companies List (Click Companies on top menu) > If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view)> View Project (click on the Project name you want to view)> Edit Project (click on the words “edit this project”)

If there are no projects listed you will need to ask your DNP to add a Project under your company (Affiliate).

Once a project has been created in the generic sense by the DNP, the CP and LSC will need to edit and customize their respective projects. Simply go to the Edit Project page and add the correct seminar (project) name, and complete the information in the rest of the blank fields. The Edit Project page is fairly self-explanatory. Enter the website address for your seminar website if you have one in the URL field. Click the Submit button in the lower right corner to input your changes. Click the Back button in the lower left corner if you don't want the changes made, but want to return to the last page instead.

Affiliates do have the option of adding projects for CLeWs, fundraising events, alumni events, etc. The project owner will need to create tasks from scratch using the Adding Task instructions later in this document.

Next, let's take a look at tasks.

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Viewing Tasks

Standard corporate board tasks have been pre-loaded into your project. Standard seminar tasks have been preloaded into your project based on the month of your seminar. You may want to add tasks to the list that are specific to your seminar.

To view a task,

Companies List (Click Companies on top menu) > If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view)> View Project (click on project name you want to view)> View Task (click on the name of the task you want to view)

Here's one place where dotProject treats tasks differently from the way it treats projects and companies. The View Company and the View Projects pages don't allow any editing of the information. But although there is an Edit Tasks, the View Task page (see third screenshot) allows you to edit some of the characteristics -- logs and files. There's a task log at the bottom that we'll learn more about in the Tracking Your Tasks page. Note that the View Task page also allows you to attach any kind of file that's relevant to this task. Click the delete task link next to the trashcan in the upper right hand corner if you are absolutely certain that you want to delete the task.

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Editing Tasks

CPs may want to edit pre-loaded tasks to customize them for your specific corporate board. LSCs may want to edit pre-loaded tasks to customize them for your specific seminar. You may want to change task start and end dates, add description information, and assign a committee member to complete the task.

To edit a task,

Companies List (Click Companies on top menu) > If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view)> View Project (click on project name you want to view)> Edit Task (click on the pencil icon of the task you want to edit)

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Adding Tasks

Standard corporate board tasks have been pre-loaded into your project. Standard seminar tasks have been preloaded into your project based on the month of your seminar. You may want to add tasks to the list that are specific to your corporate board or seminar.

To add a task to a project:

Companies List (Click Companies on top menu) > If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view)> View Project (click on project name you want to view)

The new task button is in the upper right corner of the View Project page (see top screenshot below). It takes you to the Add Task page (see second screen shot below), which asks for the same information as the Edit Task page.

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Once you click “New Task”, you face a basic information screen with four tabs. The best way to get started is to name the task, select the “Dates” tab to fill in Start and End dates and Duration, and then select “Human Resources” to assign individuals. Once you select “Save”, email notifications will be generated to everyone except the Task Creator.

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Assigning Tasks

The Edit Task page window allows you to provide lots of information about a task, including assigning someone to be responsible for that task. In the screenshot below, the task "Update Progress in dotProject" is being assigned to Katie McKoon. Her name is selected from the list of users and, by clicking on the right facing arrow, it is moved to the Assigned to Task window. Note that if the Notify Assignee of Task by Email notification box is checked (see red circle), as soon as this task assignment is made, the volunteer will be sent an email reminding them of that task.

Also, more than one volunteer can be assigned to a task. If the notification box is checked, each of them will be emailed. When any volunteer assigned a task logs on to the HOBY DotProject site around the time that task is coming due, a popup window and color coding will remind him or her of that approaching deadline.

You may choose to use the task durations feature or you may choose not to use it and simply focus on start and end dates (see second screen shot below). Task durations will calculate automatically based on start and end dates if you click the calculate duration button. If you do not wish to use this feature, simply set the expected duration to zero or leave it at the default of 1 hour for easier viewing of start and end dates on your task list on the View Project page.

(To understand dependences and task parents, see the discussion on the DotProject Documentation site. Note that you do not have to use the dependencies and task parents features of DotProject if you don’t wish to. These are more advanced project management features.)

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Tracking Tasks and Attaching Files

To track a task you're responsible for:

Companies List (Click Companies on top menu) > If your company does not appear, make sure that the Owner Filter on the upper right hand side of the screen is set to All> View Company (click on the Company name you want to view)> View Project (click on project name you want to view)> View Task (click on the name of the task to be edited - not the pencil icon.)

OR

Click Tasks in the top menu and use the MyTasks Filter (on the right) > View Task (click on to the name of the specific task to be edited - not the pencil icon) > Click on the words “edit this task”

The View Task page allows you to track the progress you're making on a task you've been assigned. The easiest way to keep everyone informed is to add a log entry at the bottom of the View Task page. See the first screenshot below. The log can offer a very specific record of how a task is progressing.

The View Task page also allows you to attach any kind of file that’s relevant to this task. Click on the Files tab at the bottom of the screen (see the second screen shot below). Click on the words “Attach a File” (see red circle on second screen shot below). On the screen that appears (third screen shot below) select the category and type in a brief description of the file. Then click on the Browse button to find the file you want to attach and open it. Click the Submit button in the lower right hand corner to upload your file. To delete an attached file, click on Files in the top navigation (this is also a good way to see all of your uploaded files in one list). Your list of files will appear (see fourth screen shot below). Click on the Pencil and Paper icon to the left of the file name that you want to delete. The Edit File screen will appear (see fifth screen shot below). Click on the trash can delete file icon on the upper right hand corner of the screen to delete the file.

To make a task log entry, go to the View Task page and click New Log tab at the bottom of the page (see first screen shot below). Select how much progress has been made, how many hours have been spent and a description and when the Update Task button in the lower right hand corner is clicked, the log entry is added and both the project and the task's completion percentage is altered throughout. If any of the "Email Log to" boxes are checked, the assignee/contacts will be notified that of the task's progression. (Note that you can also add any Extra Recipients of the Email Log if you wish.)

The Edit Task also allows some information about the task completion to be edited (see the sixth screenshot below) but the hours spent can only be entered in the log.

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Next, let's look at users.

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Adding and Editing Users

Due to limitations of the system, at this time only DNPs and assigned RPDs are able to add users to dotProject and assign permissions. So if you would like users added to dotProject for your site, please contact your DNP or assigned RPD for this service. They will be happy to add as many users as you would like.

To add a user,

Click on the User Admin link in the top menu.

The User Management page shows lists of active and inactive users. The pencil and paper icon allows you to edit the user's information; the padlock takes you to View User, which has the Permission Editing Boxes at the bottom; the trashcan allows you to delete the user. DNPs will be responsible for adding CPs and LSCs as users. CPs and LSCs will be responsible for requesting that additional volunteers on their boards and committees be added as users to dotProject by their DNP or assigned RPD..

Now let's look at how to add users. From the User Management page click “Add User” (shown in the top screenshot below), which brings up a new screen shown in the bottom screenshot. You should complete the nine items shown with red arrows. In assigning a username, the HOBY convention is to use the person's last name followed without a space by their first initial (Note: It is strongly recommended that you follow this login naming convention as it will be easier for users to remember their login if it is the same as their HOBY Online Login). The user type shows generic job titles that you can assign. As you assign a password, you will need to keep a record of it to convey it to the individual so they can log in, if it is not the same as their already assigned HOBY Online password. The person's name, their email address, plus phone numbers should also be entered to enable the best communication.

When you click the submit button, the user will now be listed in the Inactive Users roster under the User Management page. That means although a username and password have been assigned, the person will be unable to log in until their permissions have been defined.

To edit a user's personal information, you can click on the pencil to the left of their name on the Users Management page. That will call up a page that looks just like the Add User page, except it's titled Edit User.

The distinction between active and inactive users is that active users have had their permissions set. That means someone with broad permission has gone in and specified what each of those individuals can see, read,edit, and delete. Again, a new user will be unable to log in until his or her permissions have been set.

To delete a user go to the User Management Page and click the trash can icon to the left of the person's name. This will delete them as a user from dotProject.

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Next, let's look at how to assign permissions to your users.

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Understanding Permissions Basics

Due to limitations of the system, at this time only DNPs and assigned RPDs are able to add users to dotProject and assign permissions. So if you would like users added to dotProject for your site, please contact your DNP or assigned RPD for this service. They will be happy to add as many users as you would like.

Go to

User Admin (click on this link in the top menu) > View User (click on the user login name) Or

User Admin (click on this link in the top menu) > View User (click the padlock icon to the

left of the person's name )

Setting the permissions determines what each user is able to see, edit or delete. This is important because if someone careless is given broad permissions, they could delete an entire affiliate or project accidentally. On the View User page, first click on the Role tab at the bottom of the page. Choose the role that corresponds to the person being added as a user on the right had side. Click the “add” button in the lower right hand corner. To delete a role, click on the trash can icon to the right of the role that has been added on the left hand side.

Once you have added the proper role, then click on the Permissions tab at the bottom of the page (see second screen shot below). Here you will need to apply the permissions for the specific company and project that the use should have access to. First in the Add Permissions box on the lower right, choose the Module: Companies. Then click on the “…” button to the right of Item. Choose the company that you want the user to correspond with from the pop up box that appears. Then assign their access level to allow access, viewing, adding, editing, and deleting as is appropriate for the user. Click the “add” button in the lower right hand corner. To delete a permission, click on the trash can icon to the right of the permission that has been added on the left hand side. Second in the Add Permissions box on the lower right, choose the Module: Projects. Then click on the “…” button to the right of Item. Choose the project that you want the user to correspond with from the pop up box that appears. Then assign their access level to allow access, viewing, adding, editing, and deleting as is appropriate for the user. Click the “add” button in the lower right hand corner. To delete a permission, click on the trash can icon to the right of the permission that has been added on the left hand side.

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Think of all the screenshots you've seen earlier throughout these lessons. Those are what an administrator with broad permissions sees -- all the affiliates are shown, as are the projects and so forth. Look below to see what our general volunteer will see.

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Adding and Customizing Permissions

Due to limitations of the system, at this time only DNPs and assigned RPDs are able to add users to dotProject and assign permissions. So if you would like users added to dotProject for your site, please contact your DNP or assigned RPD for this service. They will be happy to add as many users as you would like.

At this time there are several levels of pre-set roles and permissions – Administrator, Director of National Programs, Regional Project Director, Corporate President, Leadership Seminar Chair, Seminar Director, and Committee Member. One of these roles should work for any given user.

The Administrator has access to everything in the application including system administration and has power to perform all functions.

Directors of National Programs have access to everything within their regions except system administration, and have power for perform all functions except those associated with system administration.

Regional Project Directors have access to everything within their regions except system administration and user administration (unless they are a dotProject assigned RPD), and have power to perform all functions except those associated with system administration, user administration, and deletion capabilities.

Corporate Presidents have access to everything within their company, except system administration and user administration, and have power to perform all functions for their company, except those associated with system administration, user administration, and company deletion.

Leadership Seminar Chairs have access to everything within their project, except system administration and user administration, and have power to perform all functions for their project, except those associated with system administration and user administration.

Seminar Directors have access to everything within their project, except system administration and user administration, and have power to perform all functions for their project, except those associated with system administration, user administration, and any deletion capabilities.

Committee Members have access to view their project and tasks only. They have no ability to perform any functions within the system.

Should you need a level of role and permission that does not currently exist for a user, please contact your DNP who will speak with the Administrator to determine if your request can be accommodated.

Now let's take a quick look at the forums.

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The HOBY dotProject Forums

The HOBY DotProject Forum offers a very valuable tool where all the volunteers can collaborate about all aspects of putting on their particular seminar. The forum provides not only a logical place to hold these discussions for the volunteers working on this year's seminar, but it can then serve as a good archival record later when questions come up about the whys or hows of particular decisions or tasks. So use the forums as much as possible.

Each project should have its own forums. Each of the forums that relate to one Leadership Seminar can deal with the different areas of putting on the seminar: recruiting, fundraising, facilities, and the like -- whatever's needed. Under each of those forums, are found a range of topics that come under that forum's subject. Each is usually a question or discussion launched by someone involved in that process. And under each topic are the posting and replies from others that relate to that topic's specific question or discussion.

Back to the top tier and creating forums. To create one of the forums tied to each seminar, the LSC would go to the forum area by clicking on the Forum link on the main menu. The following screenshot shows the forum area before the first forum is created.

Click on the new forum button to create a forum. The following pop-up screen will appear where the needed details can be recorded that give the forum a name, link it to a project and so forth. The description will detail the intent and scope of that forum. Click "submit" to save the details. Click "back" to avoid adding a new forum.

In the next screenshot two forums have been created linked to the Arizona Leadership Seminar. And others can be added, although adding a forum should remain the responsibility of either the CP or LSC.

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Note: Below is other circled area -- it's the Watch checkbox. Click the checkbox under "Watch" for the forum you wish to stay informed about, click the "update watches" below, and an email will sent to you each time a new message is posted to that forum.

You enter a forum by clicking on its title. In the following screenshot, we've clicked on the Recruitment forum and can now see its one topic entitled, "What is your goal?" The circled button allows you to start a new topic within the Recruitment Forum.

Instead of starting a new topic, though, let's see what's been said in the "What is your goal" topic. To enter the postings for that topic, click on the title. The following screenshot shows those postings. You can chose to add your own response by clicking the "Post Reply" button. Once you have added a reply, you can edit it or delete by using the icons below the message, which are also circled.

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Or you can start a new topic (relating in some way to Recruitiment) under this Recruiiment Forum. The following screenshot shows the window that appears after clicking "New Topic". After filing in the information, click "submit."

That pretty much describes all the features of the project forums.

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Levels of dotProject Use

Minimum - Required • Used by DNP, CP, and LSC only • CP edits Affiliate Information and keeps it up to date • LSC uses for tracking seminar tasks monthly and uploading documents when due • LSC modifies seminar dates and immediately preceding tasks only

Moderate - Optional • Used by DNP, RPDs, CP, LSC and Directors • CP edits Affiliate Information and keeps it up to date • CP uses for tracking corporate board tasks quarterly and uploading documents when due • LSC has Directors added as users permissions assigned • LSC assigns tasks to Directors • LSC and Directors use for tracking tasks bi-monthly and uploading documents when due • LSC modifies seminar dates and other tasks and dates to customize for the site

Maximum – Optional • Used by DNP, RPDs, CP, LSC, Directors and Committee members • CP edits Affiliate Information and keeps it up to date • CP uses for tracking corporate board tasks monthly and uploading documents when due • LSC has Directors and Committee members added as users and permissions assigned • LSC assigns tasks to Directors and Directors assign tasks to Committee members • LSC, Directors, and Committee Members use for tracking tasks weekly and uploading draft

documents and final documents • LSC customizes tasks specific to the site - modifies seminar dates and other tasks and dates as

appropriate, adds custom tasks

Monster - Optional • Used by DNP, RPDs, CP and Board members, LSC, Directors and Committee members • CP edits Affiliate Information and keeps it up to date • CP has Board members added as users and permissions assigned • CP assigns tasks to Board members and all use for tracking corporate board tasks monthly and

uploading draft documents and final documents when due • LSC adds Directors and Committee members as users and assigns permissions • LSC assigns tasks to Directors and Directors assign tasks to Committee members • LSC, Directors, and Committee Members use for tracking tasks daily and uploading all versions

of draft documents and final documents • LSC customizes tasks specific to the site - modifies seminar dates and other tasks and dates as

appropriate, adds custom tasks, creates dependencies • CP and CLEW Director experiment with LSC by creating a project for a CLEW • CP and AA experiment with LSC by creating a project for an alumni event