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About Teambook

• What is Teambook
• Privacy & Terms of Use
• Supported Languages
• Supported Browsers

Getting Started with Teambook

• Teambook Presentation (video)
• First Steps in Teambook

Planning

• Creating Bookings
• Filtering Bookings
• Navigating Around
• Project Grouped View & Milestones
• Updating and Deleting a Booking
• Recurring Bookings
• Time-Off Bookings
• Exporting Bookings
• View all articles in “Planning”

Users

• Creating Users
• Edit Users
• User's Role and Permission
• Managing Tags
• Tagging Users
• Handling Part-Time Employees
• Importing Users
• Exporting Users
• View all articles in “Users”

Teams

• Teams: Why and How to Use
• Add members to Teams
• Remove Member from a Team
• Deleting a Team

Projects & Clients

• Creating and Editing Projects
• Project types
• Creating and Editing Clients
• Import Projects
• Exporting Projects
• Archiving & Deleting Projects

Capacity Planning

• Capacity Planning with Teambook
• Users Capacity Planning
• Projects Capacity Planning
• Capacity Planning Reporting

Actuals

• Enter Actuals
• Approve Actuals
• Actuals Export & Reporting
• Manage Service and Payroll items

Reporting

• Dashboard & Reporting
• Productivity, Utilization & Availability Metrics

My Profile

• Updating your Profile
• Changing your Password & Email
• My Week
• Email Notifications

Organization Settings

• Deleting your Account
• Editing Organization Settings
• Choosing a Subscription Plan
• Daily Working Hours
• Billing Information & Payment Method
• Accessing your Invoices
• Two-Factors Authentification (2FA)

Share

• Sharing the Project Resource Plan

Integrations & Add-ons

• Synchronize your Calendar
• Subscribing to Teambook with iOS
• Teambook API
• Slack Integration
• Hubspot Integration
• Zapier: Connect & Integrate