Creating a Teambook account first led you to a Welcome modal that you may have filled-up .... or skipped.
The initial screens are pre-filled with some TEST data, based on the projects & users information you may have filled-up in the welcome modal (if you did not the data are simply name "example user 1", "project example 2" etc...
We just created these TEST data with a few tiny hints to help you understand what Teambook is about ;-) ! You may edit and rename these ones or archive them as you desire!
On the right side of the screen, you find a short onboarding panels with some key information and tutorials... make use of them! (Note: you may close this panel by clicking on the Got it button and re-open it any time later using the Help icon)
Your first steps in Teambook will most probably consist of:
- Creating your own users: the easiest is to simply edit the 2 examples users and enter "real information" fitting your organisation. You may as well create a few more colleagues.
- Create your currently active projects: here again, the easiest is to edit the 2 examples projects and replace with "real information" fitting your organisation.
- Then... start working (ie.. enter your team planning And/Or manage your mid-term capacity And/or enter & approve Actual time Sheets) To do so, simply click on the desire module!
For some more hints, please visit Teambook's presentation video:
And you will find relevant assistance through this KB. If needed, don't hesitate to get in touch via support@teambookapp.com.
We look forward to getting your feedback!