OpenTouch Personal Cloud

How to... Create your TeamShare

Create a workspace

Create a new TeamShare project with a click. Enter the name and category of the new workspace.

You can select an existing category or create a new one. You can also add a picture to the space.

Invite participants

Easily add members to the project by selecting from a list of existing contacts, or by creating new contacts. Internal or external contacts can be added.

Edit participants rights

Once your members list is complete, you can assign participants rights to access services including: files, calendar, tasks, meetings and time tracking.

Rights can be set to: full, read only, or access denied.

How to... Share securely

Add files

To add files simply drag and drop a file directly into the TeamShare project folder.

You can also import files from other tools such as Google Drive™, Dropbox™ and Evernote®, or you can upload a file by email.

Create a new repository

Click on Add a folder in your project workspace then simply name it. You can also limit access to only certain members.

Access and update files from your PC

With TeamShare Drive, you can access all your projects from your PC. Every file is synchronized locally so you always have the latest version with you.

You can work offline on a document. When you save the update, it will be instantly synchronized with TeamShare and with all project members’ drives.

A notification is sent to project members when files are updated.

How to... Access from anywhere

Access files from your mobile devices

You have access to all your TeamShare projects and files from your smartphone or your tablet.

If you haven’t installed the mobile app, you can download it for free directly from your mobile store (look for OpenTouch TeamShare).

Send a file from your smartphone

You are meeting a customer and you need to share the latest version of the contract that was modified by another team member this morning. You can send it directly from your smartphone in just a few clicks.

Select the file, then choose share to send it by email.

Add a photo from your smartphone

You need to share a photo or a video with TeamShare members.

Add a photo to a project. Take it with your mobile device or browse your existing gallery. Once the photo is added, members will be instantly notified.

How to... Collaborate with all project members

Create a meeting

Creating a meeting is simple. Enter the meeting name, place, time slots and participants.

You can select all of the project members, pick individuals from the list, or add participants by email.

Propose time slots

Click add date to propose several time slots for your meeting.

Participants will receive an invitation requesting their availability.

Select the most appropriate date

After participants have provided their availability you can see the total number of participants for each time slot. Select the most appropriate time for your meeting and launch the final invitation.

Once confirmed, the meeting will appear in the project calendar.

Engage a chat

To engage a chat with a member just click on the IM icon near the contact name to start the discussion, or click on the IM icon at the bottom of the page.

You can also ask a question to a group of members. If they are offline, they are notified through the TeamShare Drive on their PCs.

How to... Manage your project

Create a task

To create a task in a project, you have to add a list of tasks first. Then, simply click Add a task. You can assign it to a member, set a due date, a status or add a description.

Deadlines are automatically added to the TeamShare project calendar.

Export or Import a task list

Choose your favorite task management tool. TeamShare supports list export and import from Excel®, Outlook®, Google Tasks™, among other tools.

Allocate time spent

When it is required, you can notify members to complete time tracking for their projects. In a click they can record their tracking by the hour or by the day.

You can review the time tracking by member, or by project.

Check recent activities

With the wall, you can check recent project activities at a glance.

You can filter by member, or by activity to immediately see what’s new.

Post a comment

You can also share comments about activities, or feedback about the project with all members.

To learn more you can download our documents: