Category: Cornerstone – Documentation

New Team
Modify Team
Add/Modify Team Templates
Configure Workflow
Email Templates
Dashboard Settings
Reports
Api Settings
Configure Admin

Admin section

New Team

An administrator interface for creating and configuring teams automatically based on a predefined template. The structure of the team (channels, tabs etc.) are defined within the template, the creation process only requires name, owner and members.

Modify Team

Allows for easy modification if existing teams including Name, Description, Owner/Members, Thumbnail and various Teams related settings.

Add/Modify Team Templates

This screen is used for creating and managing templated used by the New Team feature. It contains built-in Teams settings as well as a hierarchical editor to define all Channels, and for each all Tabs to be created along the team. This allows for increased productivity when creating many teams with the same struture.

Configure Workflow

Contains settings for the various workflow types, both generic ones, e.g. list of possible approvers to select from, as well as workflow specific ones like external integration fallback URLs in case the integration is not set up.

Email Templates

The various notification emails sent out by the system can be customized here, using tokens to be replaced by the system.

Dashboard Settings

Contains global settings for the various widgets on the Dashboard page. Widgets can be shown or hidden, and various limits can be set here.

Reports

This section contains usage reports about the application.

Teams Summary
Has on overview of all the Teams in the organization with member and channel lists.

Workflows By Type
Displays a pie chart summary of all the workflows started by workflow type.

Workflows By State
For each workflow type chosen in the dropdown above, it displays a bar chart of each state a workflow is in.

Team Count By Month
Displays the number of teams created using the application per month as a trend graph.

Api Settings

Allows for setting external connection info (usernames, API keys, etc.) to an external system using prebuilt integrations.

Currently the following integrations are supported:
Autodesk
Bluebeam
Deltek
Egnyte
OpenAsset
TonicDM
If you require an integration to a system not on the list, contact us.

Configure Admin

The list of administrators for the application can be set here. Users added here will be part of a group defined during admin installation.

Dashboard
 Teams Quick List
 Calendar
 Email Preview
 Recently Accessed
 Trending Items
My Teams
 Favorites
 Bookmarks
 Navigation
 Sorting and Filtering Teams
My Workflows
 Invoice Approval Request
 New Team Request
 Request Project Number
 Additional Workflows
My Timesheet

Dashboard

Teams Quick List

Displays up to 6 teams the current signed in user is part of, along with owner and channels number information. The list can be controlled by using the Bookmark feature in the My Teams section.

Calendar

The calendar widget displays the current signed in user events for the next 3 days. Up to 3 events are supported, starting from closest.

Email Preview

The email preview widget displays basic information about the current signed in user incoming emails. It display the sender, subject and and date. Unread emails are shown in bold, and priority emails and emails with attachment are marked with special icons.
The widget can be turned off if necessary.

Recently Accessed

Displays a list of recently accessed documents by the logged in user. If available it also shows a preview thumbnail. The actual documents can be accessed directly by clicking on the items

Trending Items

Displays a list of trending documents within the organization. If available it also shows a preview thumbnail. The actual documents can be accessed directly by clicking on the items

The My Teams page lists all the teams the currently logged in user is a part of, allowing for a quicker overview. The list can be manipulated in various ways.

Favorites

Teams marked as favorite will appear at the start of the list, followed by the remaining ones. There is no limit on how many teams can be favorited.

Bookmarks

Specific teams can be bookmarked, so they will appear on the Dashboard for the currently logged in user. Up to 6 bookmarks can be added. If less then 6 are bookmarked, favorites are preffered and finally the order as returned by Microsoft.

Navigation

Every team card has a button with a dropdown menu. The open button navigates to the respective team within the Teams application, whereas using the dropdown menu specific channels within the team can be accessed directly.

Sorting and Filtering Teams

The list of teams displayed can be also be sorted and filtered. Filtering by name displays the results instantaneously as typed.

My Workflows

Displays a list of avaible workflow templates, as well as the currently logged in user’s in progress and closed requests. The items can be sorted, filtered or displayed as a simple list.

Invoice Approval Request

Allows for uploading invoices for an internal approval process. After uploading the invoice in a pdf format, it is run through a Microsoft AI-based Form Recognizer, which extract information and prefills the required fills, which can be modified if necessary. Then one or two signers should be chosen, to whom the invoice is sent for approval. An email notification will also be sent, which contains a link that when opened displays a small form in a browser to Approve, Reject or Forward the invoice. In all cases the request originator is notified, and in the case of the latter the new Signer is assigned the workflow and notified.

New Team Request

With this worklow the user can request a creation of a new Team. The name of the team will consist of an internal project number folloed by a hyphen and a name, e.g. “123 – Test”. One team owner has to be selected, and optionally other team members.
On the next pages the default channels and external integrations can be chosen. For the latter to work the integration has to be set up by an admin first.

Once the request is accepted, the team will be created along with the configured channels and external system integrations.

Request Project number

The user can request a project number, by filling in the fields and sending for approval.

Additional Workflows

Additional workflows based on custom requirements can be implemented if necessary. If you have something in mind, contact us!

My Timesheet

The app can integrate custom solutions, for the details contact us.