Within Teamwork.com, you can use the
Success Planner to explore how your team is
making use of features and functionality on
your site.
Note: This feature is accessible to site
administrators in the owner company.
The Success Planner highlights a series
of core features identified by Teamwork.com as
key contributors to your team's success
with the product. By working together with
your team to optimally leverage these
features, you can quickly maximize the
overall value you are gaining.
Click your profile icon in the bottom left corner of your site, click the More options and select Success Planner from the pop-out menu. The Success Planner will open in a quick view on the right of
your screen.
You can also quickly access the
Success Planner by
adding /success/#/success to
the end of your site URL.
At the top of the Success Planner,
you will see a feature wheel highlighting the
features you are currently using along with
your site's associated success score.
- The data displayed
encapsulates your entire
site. Therefore, if any of
the 9 listed features were
used by any user on your
site in the past 30 days
it will be considered
achieved.
A feature is considered in
use in the last 30 days if:
- Files - any user
has uploaded a
file.
- Milestones - any
user has completed a
milestone.
- Mobile apps - any
user has used the mobile
apps.
- Project templates
- at least one project
template has been used by
a
user.
- Repeating tasks -
any user has marked a
recurring task as
complete.
- Time - time has
been logged by at least
one
user.
- Comments - a user
has added a comment to any
project item (task, file,
notebook,
etc.)
- Task list
templates - a task list
template has been
used.
- Messages - a user
has created a message on a
project.
Below the success score, you will
see additional subsections for the key
features in use and not used on your site in
the last 30 days. Once you expand a
subsection, you can scroll to view a summary
of each feature along with supporting help
docs and videos.
At the end of the Success Planner,
the trend section will show you a graph
highlighting your site's monthly usage score
based on the key features.
As your team incorporates more top
features into their everyday workflow, you
will see your success grow!
For more information, see: Teamwork.com Success Planner - Video