Getting started with Teambook use-case guides

Teambook can be used in different ways depending on your role and planning goals. To help you get started faster, we’ve put together a set of practical use-case guides that show how teams typically use Teambook in real scenarios.

These guides are not feature walkthroughs. Each one focuses on a specific role or goal and explains how to structure your setup and workflows in Teambook.

Teambook for Professional Services & Consultancies
Learn how agencies and consultancies use Teambook to plan projects, manage capacity, and track billable time.

Teambook for IT & Software Teams
See how product and engineering teams plan work, balance workloads, and keep delivery predictable.

Teambook for Resource Managers
A guide focused on capacity visibility, workload balancing, and long-term planning.

How to use Teambook for capacity forecasting
Learn how to forecast hiring needs and future capacity using real planning data.

Teambook for work and project scheduling
Understand how to schedule projects, assign work, and keep timelines aligned across the team.

If you’re not sure which guide to start with, choose the one that best matches your role or main goal. You can also combine multiple guides as your setup evolves.

If you need help deciding or want feedback on your setup, feel free to reach out or book a demo.