Parties and guidelines

Every Flow in TakeTurns always involves two parties. In this article, you’ll learn what parties are and how to identify them.

What is a party?

The parties in a Flow represent the two groups that are working together. For example, let’s say you’re collaborating on a new agreement with your customer. You would be one party while your client would be the other party.

The people that make up a party, or members of that party, do not need to come from the same organization. In fact, the party could be made up of people from inside or outside of an organization. Going back to our example about the new customer agreement, your party might include your outside legal counsel.

We leave it to you, and the people you collaborate with, to decide who should be part of each party.

How to name the parties?

Each party in the Flow requires a name. Here are some best practices for naming your party. If the party represents an:

• Organization, use the name of the organization, e.g., US Federal Energy Regulatory Commission

• Company, use the name of the company, e.g., TakeTurns

• Group of people, use something that adequately describes the group, e.g., Marketing @ TakeTurns

• Individual, use the person’s name, e.g., John Doe

Who are the participants

Everyone working on a Flow, or the members of both parties, are called participants.

Within a party there is at least one leader. Learn more about their roles.

Use of colors and guidelines for identifying parties

In TakeTurns, parties are identified by colors and positions:

• The party in DARK blue is always your party

• The party in LIGHT blue is always the other party

When the two parties are displayed next to each other, for example in the Flow header or the Flow list,

• The first party created is the party that created the Flow (i.e., the inviting party)

• The second party is the party that received the invitation (i.e., receiving party)