Teamwork.com Platform Walkthrough | Project Planning and Reporting | Dashboards and How to Navigate
Lisa from Echolocity gives an overview of the Teamwork Platform, a user-friendly SaaS work management solution. We begin by navigating through the home page, which features a sidebar with search options, project lists, and a client tab displaying clients and their respective projects. Users can see project details, add columns, and star projects for quick access. The project tab provides a card or grid view of all projects, allowing for customization. The planning tab helps with capacity planning, showing team members' assignments and availability, and offers the ability to adjust tasks on the fly. We also highlight the time tracking feature, where users can estimate and log time for tasks and projects, use live timers, and view time totals. Calendar integration is currently available with Google Calendar, and Outlook integration is in progress. The calendar view shows daily tasks and milestones, which can be detailed or updated as needed.
We also touch on the benefits of task templates, which streamline the setup of recurring projects by allowing users to create standardized task lists, complete with subtasks, tags, and visibility settings. These templates can save significant time when initiating new projects. The home view shows all tasks assigned to the user, with options to collapse sections and filter tasks by various criteria such as priority and project. The dashboard offers widgets to display at-risk tasks, project health, and daily overviews, which can be customized and rearranged. We conclude by mentioning that more detailed videos on specific features will be available, providing a comprehensive yet brief introduction to the capabilities of the Teamwork Platform.
1. Home Page and Navigation:
Home icon leads to the main dashboard.
Sidebar features search, project list, favorites, clients, tasks, and project health.
2. Client and Project Tabs:
Clients tab lists clients and their projects.
Projects tab shows all projects in a grid or list view, customizable with additional columns.
3. Planning and Reports:
Planning tab aids team capacity planning by task and project.
Reports and time tracking features allow task and project time estimation, live timers, and manual time logging.
4. Calendar Integration:
Google Calendar integration with Outlook integration in progress.
View tasks and milestones by day, with details on hover or click.
5. Templates:
Task templates for recurring projects save setup time.
Templates can include subtasks, tags, flags, and visibility settings.
6. Task Management:
Tasks can be assigned estimated times and comments.
Task lists can be filtered by priority, project, and other criteria.
7. Dashboard:
Widgets display at-risk tasks, project health, updates, and daily overview.
Customizable with additional widgets and rearrangement options.
We highlight the efficiency and customization features of Teamwork, promising more detailed videos on specific functionalities.
00:00 Introduction
02:00 Project Tab Details
04:58 Task Templates Explanation
06:44 Adding Task Lists to Projects
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