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TaskStream Tutorials
Title:
Creating a Group

Topic: TaskStream - Creating a Group
Video: View Video of this Tutorial
Related Tutorials:

1. Log into TaskStream

2. Click on the TS Coordinator link at the top left.

3. On the right of the screen that appears choose Create/Manage Collaborative Program.

4. On the next screen, click the link at the top to “Create a New Collaborative Program.”
Image of Collaborative Link

5. Give your Group a Title and a Description in the following boxes. Then click the yellow Create Program button.

6. Choose if you will be a Reviewer and an Author in this program. (Most of the time you will want both of these to be checked.) Then click the Continue button.
Roles Screen

7. On the tabs at the top, click the Enrollment tab.
Image of tabs across the top.

8. Click the yellow button to enroll authors.

9. You will select your group just like you were emailing them. Find their name by using the folders at the left in the first column, or use the search at the top.

10. Each time you find a group member, place a check beside their name which will move them to the third column.

11. Once you have selected all the group members, click the Save button at the top of the third column.

Repeat the above steps if you want to add other reviewers.

12. Click the Grouping tab at the top. On the grouping screen choose Option 1 and then click the Apply Changes button.

13. Next click on the Status tab at the top. Click the yellow button to change the groups status to Active.(Do not worry if the resources are listed as incomplete on this page. That will not affect your group in any way.)
Program Status window .

14. You now have a completely set up group ready to submit work to you.

Should you have trouble you can contact TaskStream at: 1800-311-5656.


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