Whether you are looking to
streamline or grow your agency, Teamwork.com can
help your team become more efficient and in
turn make your clients happier.
Here are a few ways in which our core
product can set you on a path to
success.
- Streamline and scale - manage day to day
work while also tracking the bigger
picture.
- Efficiency - optimize your team's capacity
by leveraging our key time-saving
features.
- Centralized cross-project management -
track and manage your projects and
resources from a high-level
standpoint.
- Collaboration - work closely with your
clients and keep them up to date on how
their project is progressing.
This quick start guide will outline the some
of the key steps to setting your team up for
success with Teamwork.com.
Adding users
Firstly, you will want to
invite your
team to your Teamwork.com
site. You can do this by
jumping to
the People subsection of
the main People area.
Just
click Invite
Users to
get started. You can also
click the arrow to the
right of the button to add
a single user.
Whether you
are looking to invite
teammates or clients, you can
utilize Teamwork.com's range of user
types to meet each
person's
needs:
- Standard user -
primary user type in Teamwork.com
most often used for your
company's employees who are
going to be managing and
working on your projects in
depth, occupying paid seats in
your Teamwork.com
subscription.
- Client
user - invite
clients into your projects
where necessary, without
incurring extra costs onto
your subscription. They can be
added to up to 5 of their
company's projects and can
avail of the same range of
project level permissions as
standard users, but are
restricted in some other
aspects such as administrator
privileges.
- Collaborator -
bring third parties in to your
projects in a limited capacity
to
perform basic
actions such
as completing tasks assigned
to them, adding comments &
messages, or view files.
Creating a project
In just a couple of clicks, you can create a
new project on your site. Select the Jump To option in the navigation menu
on the left of your site and click the + (plus) icon at the top of the slide out menu.
Projects can
either be built from scratch or
from a template. Time and Billing are two project features that
play an important role when working with
external clients. These can be enabled via the
project's settings.
Adding task lists and tasks
Next up is building out your newly created
project with task lists and tasks. You have full
autonomy over your projects, meaning you
choose how best to group tasks into suitable
task lists to meet the project's and team's
needs.
Logging time
With your project, task lists,
and tasks set up, your team can quickly
get to work and log the time they
spent on each task as they go. On each
task, users can hover over the clock icon
and choose whether to manually log time or
start a timer.
Each time you or your team logs
time, you can set a date and time as well as
time spent. Additionally, you can mark these
individual time logs as billable meaning you
can later add them to invoices.
Creating invoices
Once your team starts tracking their time on
projects, you can quickly and easily start
generating invoices for their work.
In the Finance area of the project
from the Billing subsection, you can set an hourly rate for
each employee via the Set
Rates option in the top
right.
When you then start adding time logs to
invoices, the corresponding cost will be
calculated automatically based on the rates
you have set.
Once your invoices are populated, you can export them to a
variety of accounting software
platforms.
Now that we've covered some of the
central features, why not explore the articles
in this category to learn more about those and
even more features that can enhance your
Teamwork.com experience!
For more information, see: Agency Related
Articles