Using the TeamWorks app for Windows

Visit the download page to get the app.

1. Choose the sign in option you want to use (Microsoft, Google, Apple) and follow the prompts to sign in.

   OR

   If your admin has set up a TeamWorks cloud account for you, use the credentials the admin provided to sign in.

Change account details, such as your photo, display name, location, and more. You can also see how much storage you have left and access security settings to set up Multi-Factor Authentication for signing in to the TeamWorks app.

To view and edit account details

1. Click your profile icon.

   

2. Click the setting or account detail you want to edit.

Requires account activation in the SMART TeamWorks Admin Portal. Learn more.

Use the app to create personal workspaces that you can invite others to contribute to and transfer to a meeting room. The app lists all the workspaces you have been invited to and created.

By default, you will always see a Personal room workspace.

To create new personal workspace

1. Expand the floating app menu.

2. Click Workspaces > New Workspace.

3. Add a name for the workspace.

4. Click Manage members.

5. Click Add next to Members to search for people to add.

   OR

   Click Add next to Invitations to invite people via email to collaborate.

6. Tap Create.

To delete (leave) a workspace

1. Click the workspace.

2. Click Leave Workspace.

Method 1

1. If the meeting host has sent you a meeting link, click the link to join the workspace.

Method 2

1. Expand the floating app menu.

2. Click Present and collaborate.

3. Enter the room’s PIN provided on the display in the meeting room you are trying to join.

4. Click Connect.

To access the full drop-down toolbar, the meeting organizer must give you Write access. See Managing participants.

To capture a picture using the front facing camera

1. Click the drop-down toolbar.

   

2. Click Capture.

3. Click Camera.

   The TeamWorks app takes a picture.

4. Click.

See Inserting and working with files to read about interacting with pictures.

To capture a video using the front facing camera

1. Click the drop-down toolbar.

   

2. Click Capture.

3. Click.

   The TeamWorks app starts recording a video.

4. When you’re finished recording, click.

5. Click to add the video to the workspace.

See Inserting and working with files to interact with the video.

To create a screen capture of an area of the screen

1. Open the drop-down toolbar.

2. Click.

3. Click and drag the cursor over the area of the screen you want to capture.

4. Click.

   TeamWorks app takes a screen capture of the area you selected and inserts it on the workspace page.

   See Inserting and working with files to interact with the video.

To create a screen capture of the whole screen

1. Join or start a meeting.

2. Open the drop-down toolbar

3. Tap.

4. The TeamWorks app takes a screen capture of the entire screen and inserts it on the workspace page.

   See Inserting and working with files to interact with the video.

Use the workspace toolbar to perform a variety of actions in the workspace, such as adding files, recording meetings, connecting remote participants, and more. To access the full toolbar, the meeting organizer must give you Write access. See Inviting participants and moderating meetings.

When you close a workspace, you can create a recap of the workspace. Recaps are saved as a PDF that includes screen captures of each page in the workspace.

To leave a workspace

1. Click.

2. Click to create a recap.

   OR

   Click to leave the workspace without creating a recap.

3. Select the pages you want to include, or select Select All to include all the pages.

4. Tap.

5. If the workspace included files, you can include them as separate files in the recap.

6. Tap.

7. Select a local or cloud storage location for saving the recap.

8. Tap.

9. Name the recap, and then and tap.