Sub Specialty Contractor

  • 1.  Using Microsoft Teams to track contracts and approvals

    Posted 10-06-2023 11:12

    Good morning, We are about to implement using MS Teams (instead of our current system of emails) to track the approval of contracts and Change Orders. Wondering if anyone is using Teams in this capacity already that could give me any 'lessons learned' type of tips? 



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    Lisa Olson
    Contracts Manager
    Peterson Mechanical, Inc.
    Sonoma CA
    (707) 940-3100
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  • 2.  RE: Using Microsoft Teams to track contracts and approvals

    Posted 11-10-2023 10:23

    Very strange ~ I had some helpful responses here that aided our implementation but they seem to have disappeared?! Just wanted to circle back to say thank you and that the Teams implementation was a success.  Everyone prefers the interface in Teams describing it as a 'whiteboard' for each project.  Much easier than tracking down dozens of emails relating to the approval details for each contract. We're still playing with the 'task' function, it seems the preference (in our company) is for using the @ function to individually tag team members when their input is required.



    ------------------------------
    Lisa Olson
    Contracts Manager
    Peterson Mechanical, Inc.
    Sonoma CA
    (707) 940-3100
    ------------------------------



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