My Week

What is Teambook

Supported Languages

Privacy and Terms of Use

Project Type

Update your Profile

Teams: Why and How to Use

Teambook Presentation (videos)

Create and Edit Projects

Deactivate and Delete Users

Update and Copy Booking(s)

Book the Whole Team

Add Members to Teams

Navigate the Planning Board

Create and Edit Clients

Remove Member from a Team

First Steps in Teambook

Supported Browsers and Apps

Time Zone

Change your Password and Email

Email Notifications

Deleting a Team

Overscheduling

Task Management in Planning

Task Management - Reporting

Task Management in Timesheet

Daily Working Hours

Track Time with Teambook - Timesheet (Video)

Capacity Management with Teambook (Basics) 

Users Capacity Planning

Projects Capacity Planning

Capacity Planning Reporting

Enter Timesheet

Customization

Approve Timesheet

Import Timesheet

Delete your Account

Define Tasks

Manage Payroll Elements

Analytics and Reporting

Filter Data

Productivity, Utilization and Availability KPI Metrics

Export Records

Synchronize your Calendar

Edit Organization Settings

Google and Azure Sign In

Two-Factors Authentification (2FA)

Choose a Subscription Plan

Billing Information & Payment Method

Access your Invoices

Create Capacity Data

Zapier: Connect and Integrate

Lucca Integration

Departments

Master Data

Hourly Planning

Teambook for Professional Services & Consultancies

Teambook for IT & Software Teams

Teambook for Resource Managers

Events Log

Create Bookings

Time Off Bookings

Getting started with Teambook use-case guides

Project Status

Import Projects

Export Projects

Archive Projects

Share the Project Resource Plans with Clients

How to use Teambook for capacity forecasting?

Teambook for Work and Project Scheduling

Recurring Bookings

Delete Booking(s)

Bulk Edit Bookings

Copy Previous Week Bookings

Official Holidays

Create, Invite & Edit Users

Import Users

Export Users

User's Role and Permission

Handle Part-Time Employees

Manage  and Assign Tags

Teambook Integrations

Teambook API

Entra ID (Microsoft Azure) Integration

Slack Integration

Quickbooks Integration

Hubspot Integration

Personio Integration

Google Calendar Integration

Outlook Calendar Integration

Project Milestones

 Project Grouped View

Getting Started with Teambook

Use Cases

Projects & Clients; Users, tags & Teams; Tasks & Payroll Elements

Projects are at the heart of Teambook, whether for planning short-term resource requirements, estimating mid-term company capacity, or allocating actual hours. Projects can be assigned to a customer (or not). This can make it easier to control reporting or share operational planning.

Projects & Clients

Users are project resources in Teambook. Tags can be assigned to each user according to their skills.

Users & Tags

Teams

Tasks & Payroll Elements

Teambook's core business: plan your project resources intuitively and visually!

Planning and Scheduling

Bookings

Task Management

Analyse and simulate your business growth over the medium term

Capacity Management

Track actual time spent on projects and approve timesheets - it's just a click away with Teambook.

Timesheet

It's all here: Key Performance Indicators, utilizations graphs and reports!

Analytics

Connect Teambook to your favourite tools... starting with your own calendar!

Integrations

View and modify all the parameters that concern YOU.

My Profile

These menus affect your entire Teambook account; only users with Admin roles can access them

Organisation Settings

Subscribe to a paid plan and start benefiting from Teambook after your free trial.

Subscription and Billing

<p>Teambook is a <strong>visual and intuitive web-based project resource management application</strong>. More in <a href="https://kb.teambookapp.com/en/article/teambook-presentation-videos">videos here</a>!</p><p>Teambook is used by <strong>organizations that need to manage multiple resources on multiple projects</strong>, on a dynamic basis, for commitments ranging from a few hours to a few months. Many professional services companies, such as marketing and advertising agencies, IT companies and dynamic consultancies, use Teambook.</p><p>Teambook's functionalities cover <strong>three distinct areas</strong>:</p><ol><li>Operational <a href="https://kb.teambookapp.com/en/article/navigate-the-planning-board">Project Resource Planning</a>: This allows project managers to build up a team on projects according to the hours and skills needed to complete a project for their clients. Teambook also tracks internal activities and vacation periods, providing management with a helicopter view.</li><li>Medium term <a href="https://kb.teambookapp.com/en/article/capacity-management-with-teambook-video">Capacity Management</a>: Teambook provides a 6-24 month planning tool that manages the number of days available per resource per month, as well as the demand for each project. An iteration system optimizes available capacity according to project needs and skills.</li><li>Log, approve and track <a href="https://kb.teambookapp.com/en/article/track-time-with-teambook-video">Actual time spent on projects</a>: The time entry interface allows each user to enter time spent on each project, day by day. Copy functions allow timesheets to be pre-populated based on operational schedules, reducing data entry to only the differences. Finally, a validation system allows project managers to approve time entries for use in invoicing, for example.</li></ol><p>&nbsp;</p><p><img src="https://cdn-assets.productfruits.com/3af2f21f-2a0d-4092-a773-f2189f67f6c2"></p><p>&nbsp;</p>

<p>This short video presents Teambook main features:&nbsp;</p><figure class="media"><div data-oembed-url="https://youtu.be/TTH6p8ERg1I"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/TTH6p8ERg1I" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p>&nbsp;</p><p>And this one shows a bit more details:&nbsp;</p><figure class="media"><div data-oembed-url="https://youtu.be/X_nIyQZa5OQ"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/X_nIyQZa5OQ" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p>&nbsp;</p><p>Please do not hesitate to contact us for a personalized demonstration: <a href="mailto:support@teambookapp.com">support@teambookapp.com</a></p>

Visit Teambookapp.com

Was this article helpful?

You recently requested to reset your password for your account. Use the button below to reset it. This password reset is only valid for the next 24 hours.

If you’re having trouble with the button above, copy and paste the URL below into your web browser.

Please check your email for instructions to reset your password.

Check your email

Enter your email address and we will send you instructions to reset your password.

Teambook Help Center