Teamwork is truly intended to be the everyman’s project management software. Coppinger and Mackey have stated unequivocally: We want the software to be so easy-to-use, our own computer-shy mothers could use it. Teamwork Projects gather a fresh and smart design, mostly because the dashboard tabs are clear and easy to understand. Teamwork has always aimed for simplicity. In fact, the company’s official motto is “Project Management Made Easy.”

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2. Go to www.teamwork.com/

3. Create your account.

4. Select the app you want to start with

5. Now that you have your account,
you will see the dashboard

6. which is a live stream of data from
all the projects you’re part of.

7. This is the Teamwork dashboard

8. Follow the Getting Started checklist

9. Create a Project

10. 1. Create your first project.

11. Add project

12. Create a name for your project.

13. Provide a description

14. Share it to your company or client

15. Select a project features

16. Categorize your project

17. Add category

18. Click Create

19. Add the start and due date

20. Click Add project

21. In adding project, you can also click

22. Now that you’ve done creating your
project,

23. you can add information using the
project features.

24. Task

25. Add tasks

26. Click the drop-down menu

27. Select an action for your task

28. Create email and SMS task reminders.

29. Under General tasks

30. Add lists of task that needs to be done

31. and who will be responsible

32. Provide description for the task.

33. Add some files

34. Select privacy

35. Choose the priority of the task.

36. Set the progress of the task.

37. Set the estimated time to complete

38. Set notifications

39. Identify tasks that must be done first.

40. Define task that need to repeat.

41. Tag tasks

42. Save changes

43. You can also add task list by clicking

44. Name your new task list

45. Add notes

46. You can choose who can view the list.

47. Set the milestones for each task

48. A milestones are specific points in time
that mark

49. when a significant part of a project is
reached.

50. Click Add this task list

51. Check your setting for new task

52. Click add this task list

53. Create a sub-task list

54. Milestone

55. What is the difference between the
Tasks List and the Milestones?

56. Tasks lists are groups of tasks.

57. Milestones are specific points in time
that mark

58. when a significant part of a project is
reached.

59. Click Add a Milestone

60. Make a milestone name

61. Set the date when you want it due

62. And who will be responsible.

63. Set the privacy

64. Set the reminder and notification

65. You can see the lists of options

66. You can attach task list to your Milestone.

67. Messages

68. Click Add a message

69. You can categorize your message.

70. Each project has a unique email address
that

71. allows you to forward, cc, bcc or send
emails to the project.

72. Files

73. Click the Upload Files

74. Time

75. Track the time you and your staff spend
on each project.

76. Click Log time.

77. Click the Start Timer to record the time
you spent on the task.

78. Notebooks

79. Write formatted content

80. Click add a notebook

81. Notebooks use to keep notes on a
project,

82. store login details or project
information.

83. It feature works like a simple Word
Processor.

84. It is not intended to contain user
pasted HTML code

85. or as a HTML Editor replacement.

86. If you need to upload your own
HTML styled documents,

87. you may be better to upload them
in File section.

88. Create a notebook to store
information such as your

89. Project Charter, SOW, Comms Plan,
Risk plan, Stakeholder register etc.

90. Risk register is a central repository

91. where all identified risk on a project
are recorded.

92. Click Risks

93. It includes information such as:
• The source of the risk source

94. • The probability the risk will
materialise into an issue

95. • The potential impact of this issue
on cost, schedule and
performance

96. Links

97. It allows user to embed 3rd party
applications, links and web pages.

98. The Links feature is similar in layout
and functionality to the Files tab.

99. As with Files, Tasks, Notebooks, etc.
all Links

100. can be commented on and marked
private.

101. Billing

102. You can create an invoice for a fixed
price, or including logged time

103. and expenses in Billing tab for any
projects.

104. Click add invoice

105. Add details

106. Select Invoice pricing

107. It can be on/off when creating a project

108. People

109. Click Add People

110. Click on the profile of the Users

111. Create a role

112. Fill the required information.

113. Set-up Profile

114. 2. Set-up your profile.

115. Fill the required information

116. Choose preferences that you need

117. Invite your Team

118. 3. Invite your team.

119. Invite your team to Teamwork.

120. Calendar

121. Create an event specific for the project

122. Click Add event

123. Enter event name.

124. Set the date and time

125. Fill-in the required details.

126. Choose who can see the event

127. Specify who can join in the event

128. Set reminder.

129. Statuses

130. Status is a twitter like update of
what you are currently working on

131. Update your status

132. Click Update my status

133. This is a great way to update people
on your thoughts

134. or actions without having to create
a task or writing a message.

135. The Status feature is only available
to people

136. who are a member of the Owner
company.

137. Client company users will not see
any mention

138. to statuses and can not update their
status.

139. People

140. To add a client company, click on the
People section.

141. Select the Company tab.

142. Click Add the Company

143. Click on the new company name

144. and then add some people to it.

145. When you add a project or edit a
project, you can assign that project

146. to the client company. This groups
the project by the client company.

147. As an Owner Company
Administrator you can add any

148. members of your client company to
any project and set their

149. permissions so you can collaborate
with them on that project.

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