Using Teamwork.com
- 1. Best Practices and Use Cases -Nick Kulavic
- 2. Teamwork.com • What is Teamwork.com • How Teamwork can help business flows • Basic understanding and navigation of system • Set-up senarios • Tips and add-ons
- 3. What is Teamwork.com • Online project management tool • Used for collaborative company management • Improves efficiency and accountability through software • Keeps you progressing in operations
- 4. How Teamwork Can Help • Used for operational/new franchise rollout • Used for Daily Operational Management • Used for Franchisee Oversight • Used for Marketing Development • Used for Support Systems • Used for Third-Party/Preferred Vendors • Used for Events • Used for ANYTHING!
- 5. Understanding and Navigation • Dashboard • Projects • Tasks and Tasklists • Calendar • People and Contacts • Reporting • Setup and Settings
- 6. Dashboard • Activity • Late Tasks • Todays Tasks • Late Milestones • Upcoming Events • Announcements
- 7. Projects • Overview • Tasks • Milestones • Messages • Files • Time • Notebooks • Links • Billing • People • Settings
- 8. Tasks and Tasklists • Assignee • Start Date • Due Date • Description • Links • Privacy • Priority • Time/Progress • Dependencies • Subtasks • Templates
- 9. Calendar • My Tasks • Upcoming Events • iCal Feed • Milestones
- 10. People and Contacts • Basic Profile • Company Associations • Contact Types • Impersonation • Project Access • Project Administration
- 11. Reporting • Project Reporting • User Reporting • Exporting • PDF Reporting • Upcoming Task Emails/Report
- 12. Setup and Settings • Individual/Location Projects • Pre-set Project Templates • Notifications • Role Setup • Template Tasklists
- 13. Tips and Add-ons • Default Notification Settings • iPhone/Android/iPad Apps • Email API and Task Reply Through Email • Project Duplication • Project Archiving • Google Drive Integration • Single Sign-On • Status • Zapier/API Level