2015
Lynda
Gini Courter
1:16
English

Looking for a cloud-based solution to manage small-scale projects? Box may be the answer. In this course, author Gini Courter shows you how to use Box's content management features to manage projects. You'll learn how to prepare Box for the project team, define folders and folder permission levels, work with documents and tasks, and collaborate and communicate with others using features such as notes, comments, and versioning. In a closing chapter, Gini runs Box through a use case scenario—managing RFPs and bidding—so you can see how Box handles a real-world project management scenario.

Introduction
Welcome
What you need for this course
1. Preparing Box for the Project Team
How Box supports project teams
Understanding Box apps for project management
Defining folders for projects
Provisioning and copying the template folder
Understanding sharing and collaborating
Inviting the team to the project folder
Modifying project folder properties
Changing automated action settings
2. Working with Project Files and Tasks
Locking and unlocking files
Tagging and searching for files
Managing document versions
Commenting on files
Assigning a file-related task
Creating and commenting on Box Notes
3. Managing Bidding with Box
Creating the RFP folder structure
Inviting vendors and internal participants
Conclusion
Next steps

Download File Size:165.43 MB

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