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Getting Started with Teambook

• What is Teambook
• Teambook Presentation (video)
• First Steps in Teambook
• Supported Languages
• Supported Browsers & Apps
• Privacy & Terms of Use

Users & Tags

• 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

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

Projects & Clients

• 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

• Define Tasks
• Task Management in Planning
• Task Management in Actuals
• Task Management - Reporting

Planning & Scheduling

• 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

• Capacity Management with Teambook (Video)
• Users Capacity Planning
• Projects Capacity Planning
• Capacity Planning Reporting

Actuals

• Time Tracking with Teambook (Video)
• Enter Actuals
• Approve Actuals
• Manage Tasks and Payroll items
• Actuals Import

Analytics

• Filtering Data
• Exporting Records
• Analytics & Reporting
• Productivity, Utilization & Availability KPI Metrics

My Profile

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

Organization Settings

• 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

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