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 Scheduling Overview or Schedules in the Scheduling section.
3. In the Schedules (Gantt Chart) section, and select Actions > Add Schedule to prepare the schedule.
4. Optionally, assign tasks to subcontractors.
5. Go to the Scheduling Overview page and select the record count link next to the Project Directory in the Scheduling Prerequisites section.
6. Assign the following TeamLink roles to the firms listed in the project directory as needed:
   • Client: Owner TeamLink role
   • Architect: Architect TeamLink role
   • Subcontractors: Vendor TeamLink role
7. Select Actions > Send TeamLink Invitation.
8. Filter the contacts by TeamLink role.
9. Select the appropriate contacts and select Send Email.