Teambook, your painless project resource management solution
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Getting Started with Teambook
6 articles
What is Teambook
Teambook Presentation (video)
First Steps in Teambook
Supported Languages
Supported Browsers & Apps
Privacy & Terms of Use
Users & Tags
9 articles
User's Role and Permission
Creating Users
Import Users
Edit Users
Managing Tags
Tagging Users
Handling Part-Time Employees
Exporting Users
View all articles in “Users & Tags”
Teams
4 articles
Teams: Why and How to Use
Add members to Teams
Remove Member from a Team
Deleting a Team
Projects & Clients
7 articles
Project types
Creating and Editing Projects
Import Projects
Creating and Editing Clients
Sharing the Project Resource Plans with Clients
Exporting Projects
Archiving & Deleting Projects
Task Management
4 articles
Define Tasks
Task Management in Planning
Task Management in Actuals
Task Management - Reporting
Planning & Scheduling
12 articles
Creating Bookings
Updating & Copying Booking(s)
Delete Booking(s)
Navigating Around
Project Grouped View & Milestones
Recurring Bookings
Time-Off Bookings
Overscheduling
View all articles in “Planning & Scheduling”
Capacity Management
4 articles
Capacity Management with Teambook (Video)
Users Capacity Planning
Projects Capacity Planning
Capacity Planning Reporting
Actuals
5 articles
Time Tracking with Teambook (Video)
Enter Actuals
Approve Actuals
Manage Tasks and Payroll items
Actuals Import
Analytics
4 articles
Filtering Data
Exporting Records
Analytics & Reporting
Productivity, Utilization & Availability KPI Metrics
My Profile
4 articles
Updating your Profile
My Week
Changing your Password & Email
Email Notifications
Organization Settings
9 articles
Editing Organization Settings
Daily Working Hours
Google & Azure Sign In
Two-Factors Authentification (2FA)
Customization
Choosing a Subscription Plan
Billing Information & Payment Method
Accessing your Invoices
View all articles in “Organization Settings”
Integrations & Add-ons
8 articles
Synchronize your Calendar
Subscribing to Teambook with iOS
Teambook API
Slack Integration
Hubspot Integration
Zapier: Connect & Integrate
Quickbooks Integration
Personio Integration