Collaborate on a shared online schedule

You can use the TeamLink portal to collaborate on a shared online schedule, which can be more beneficial than sharing schedules through PDF.

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Schedules in the Scheduling section.
3. In the Schedules (Gantt Chart) section, and select Actions > Add Schedule and create the schedule as usual.
4. Optionally, assign tasks to subcontractors.
5. Go to the Scheduling Overview page and select the total record count link in the Project Directory row of the Scheduling Prerequisites section.
6. Assign the following TeamLink roles to the firms listed in the project directory:
   • Client: Owner TeamLink role
   • Architect: Architect TeamLink role
   • Subcontractors: Vendor TeamLink role
7. Select Actions > Send TeamLink Invitation.
8. Select the appropriate Role Filter to filter the contacts by TeamLink role.
9. Select the appropriate contacts from the list.
10. Optionally, update the Subject and Body as needed.
11. Select Send Email.