The Onboarding category gives you a short, ordered path to get up and running in Teamwork.com, based on what you do. Pick your role below, follow the steps in order, and you will have what you need without reading every article on the site.
What | Three step-by-step onboarding paths, one for each type of user. |
Why | You only see the setup and features that matter for your role, in the order you need them. |
Who | Anyone new to Teamwork.com: site owners, administrators, project managers and team members. |
Note: Depending on your role, permissions and plan, you may not see every option mentioned in a path. Features that need a specific plan are marked in each article.
How the onboarding paths work
Each path is a subcategory of Onboarding with a numbered set of articles. Work through them in order: each step builds on the one before.
- Start at step 1. The first article in each path explains what you will set up and how long it takes.
- Look for "Done when". Each step ends with a simple check so you know you can move on.
- Skip what you already know. If a step is already set up on your site, go to the next one.
- Come back any time. The paths stay here after onboarding, so you can use them to train new people on your team.
Administrators should finish their path before inviting the rest of the team. That way, people land in a site that is already set up for them.
Choose your path
Find the description that best matches what you will do in Teamwork.com, then open that subcategory.
If you... | Your path | Time needed |
|---|---|---|
Bought Teamwork.com, manage the subscription, or set up users, permissions and site settings | Owner and Administrator | About 2 hours, spread over your first week |
Plan projects, assign work, manage budgets, or report to clients | Project Manager | About 1 hour, over your first two weeks |
Work on tasks, collaborate with your team, and log your time | Team Member | About 20 minutes, on your first day |
Have more than one role? Start with the path highest in this table, then follow the next one. For example, an owner who also runs projects should finish Owner and Administrator first, then Project Manager.
Not sure what your role is? Your user type is shown on your profile. To learn more, see Teamwork.com User License Types and User Permissions and Access.
What each path covers
Owner and Administrator
Set up your site so your team can start work in a site that is ready for them.
- Understand how Teamwork.com fits together
- Set up your company and clients
- Choose user licence types and permissions
- Import your existing projects and users
- Set billing and cost rates
- Build your first project template
- Invite your team
- Connect your tools and integrations
Done when: your team is invited and can create a project from a template.
Project Manager
Run client work from the first task through to reporting and billing.
- Create a project from a template
- Structure the work with task lists, tasks and milestones
- Estimate and schedule work
- Set a project budget
- Invite your client and set what they can see
- Track progress with project statuses and updates
- Report on time and profitability, and invoice
Done when: you have run one project through to your first month-end report.
Team Member
Find your work, keep it updated and log your time.
- Find your way around Teamwork.com
- See all the tasks assigned to you
- Update tasks, add comments and attach files
- Log time with timers and your timesheet
- Set up your notifications and the mobile app
Done when: you have completed a task and logged time against it.
Common questions
I'm a team lead, not a project manager. Which path should I follow? If you plan work or assign tasks to others, follow Project Manager. If you mainly work on your own tasks, follow Team Member.
Why can't I see some of the options in my path? Some steps need administrator permissions or a specific plan. Ask your site administrator, or see Price Plan Feature Comparison.
Our site is already set up. Do I still need the Owner and Administrator path? No. If you joined an existing site, start with Project Manager or Team Member.
Can I share a path with someone on my team? Yes. Copy the link to their path's subcategory and send it to them with their invite.
I still need help. Submit a support request and our team will get back to you.