---
title: "First Steps in Teambook"
url: "https://kb.teambookapp.com/en/article/first-steps-in-teambook"
language: "en"
last_updated: "2025-04-17T07:13:40.745Z"
---

# First Steps in Teambook

Creating a Teambook account will first have taken you to a welcome modal, which you may have filled in .... or skipped.

The initial screens are pre-filled with some TEST data, based on the projects & users information you may have filled out in the Welcome modal (if you did not, the data is simply called "example user 1", "example project 2", etc...).

**We just created these TEST data with some little hints to help you understand what Teambook is all about ;-) ! You can edit, rename or archive them as you like!**

By way of example, here's the home screen of the Planning module (those of the Capacity and/or Actuals modules will of course be different):

![](https://cdn-assets.productfruits.com/245bffb0-5731-4844-bf3f-37d30ba9c893)

Your first steps in Teambook will probably consist of

1.  Creating your own **users**: the easiest way is to simply edit the 2 sample users and enter "real information" that fits your organization. You can also create a few more colleagues.
2.  Create your currently **active projects**: again, the easiest way is to edit the 2 example projects and replace them with "real information" that fits your organization. 
3.  Then... start working (i.e... enter your team planning and/or manage your mid-term capacity and/or enter & approve actual timesheets) To do so, simply **click on the desired module**!![](https://cdn.filestackcontent.com/8gbF7AY9STWmn6sPz7qt)

For some more hints, please visit Teambook's presentation video:

[Embedded content](https://www.youtube.com/embed/X_nIyQZa5OQ)

And you will find relevant help in this KB. If needed, don't hesitate to contact us at [support@teambookapp.com](mailto:support@teambookapp.com)

We look forward to your feedback!
