A step-by-step tutorial on how to open a teamworkprojects account; set-up a project, add tasks and deadlines; invite users to your project and assign tasks; view the overall project timeline in Gantt chart.

1. SlideShare created by:
Glenda A. Mendoza
Managing your
Training Project through
A step-by-step tutorial with screensh ts for beginners

2. 2
Hello there! Are you having
difficulty managing your
training project?

3. 3
No worries! Today, I’m going to
show you a project management
tool that you can use… it’s called
teamworkprojects.

4. What is
teamworkprojects?
4

5. is an online-based project
management platform
5

6. that can help
managers,
employees,
6

7. and clients
7
work

8. 8
and
collaborate
together.

9. So what are the things
I could do with
teamworkprojects?
9

10. Set start dates & end dates
to your projects
10

11. Assign task to multiple people
with start and due dates
11

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And set up email or text messages
for task reminders!

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Log time
spent on
each task
with
Teamwork Timer
Desktop App

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Add task
dependencies

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and ensure urgent tasks
get completed first!

16. adjust message privacy.
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Write to your team,
attach files and

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*File space is dependent on what plan you are on.
Keep all your important files
in one place.

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To view the complete features,
check out this link.
https://www.teamwork.com/projects-features

19. offers 3 pricing plans.
19

20. 20

21. You can get started for free and
upgrade later.
21

22. In this tutorial, you will learn how to:
Open a teamworkprojects
account.
22

23. In this tutorial, you will learn how to:
Set up a project, add tasks and
deadlines.
23

24. In this tutorial, you will learn how to:
Invite users to your project and
assign tasks.
24

25. In this tutorial, you will learn how to:
View your project timeline in
Gantt chart.
25

26. Now, let’s open a
26
account.

27. Go to www.teamwork.com
27

28. Click on “Sign-up” button.
28

29. Enter your credentials.
29

30. Click “Start My Free Trial”.
30

31. This the new teamworkprojects dashboard.
31
Company
name

32. Let’s set-up a project.
32

33. Click on “Add the First Project” button.
33

34. A pop-up window appears.
34

35. Type in your project name.
35

36. Then click on “Add Project” button.
36

37. You will be taken to the Project Dashboard.
37
Project
name

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Complete your task list
before inviting other
users to your project.

39. Click “Add the First Task”.
39

40. Enter task description.
40

41. Set the start date by clicking the label options.
41

42. Or click calendar icon and select start date.
42

43. Do the same to set the due date.
43

44. Click “Save Changes”.
44

45. The first task is now saved.
45

46. Repeat the process until all the
tasks are entered.
46

47. Here’s the tasks dashboard.
47
Feel free to add a task as you go along

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Now, invite your team to your
project site.

49. Go to People tab at the top of the screen.
49

50. Click on “Invite Users” button.
50

51. A pop-up window appears.
51

52. Enter the credentials of the person you would
like to invite.
52

53. You can invite more than 1 person to this project.
53

54. Select company where user belongs to or add a
new company directly.
54

55. Then click “Next, Select Projects ”
55

56. Set-up the new user’s permissions
56

57. Or set separate individual permissions:
add users or create projects.
57

58. Click “Next, Write a Message ”
58

59. Type your welcome message.
59

60. Save it as a template.
60

61. Click “Send invites”.
61

62. Your colleague
will receive an
email with the
link to get
started.
62

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Assign task to a team member

64. Click the pencil icon next to the task you want to
assign to.
64

65. Click the drop-down arrow.
65

66. Select the name of your team member.
66

67. Click “Save Changes”.
67

68. To set priority level of the assigned task, click the
exclamation point icon.
68

69. Your colleague will be
notified via email with
the task details.
69

70. Add sub-tasks.
70

71. Hover your mouse on the right side until hidden
icons appear.
71

72. Click “Add sub-tasks” icon.
72

73. Click and enter sub-task.
73

74. Assign task, set deadlines and priority level.
74
Assign
task set deadline
Priority level

75. Click “Save Changes”.
75

76. To add another sub-task, repeat the same
process.
76

77. Tasks dashboard with hidden sub-tasks.
77

78. To view sub-tasks, click on the number.
78

79. To delete a sub-task, click the down arrow and
delete.
79

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View the overall project timeline
in
Gantt chart

81. Under Reports, click “Gantt Chart”.
81

82. Project timeline in Gantt chart
82
You can also add task,
list or milestone here.

83. Impressive!
How do I learn more
about Gantt chart?
83

84. Click on “Help” button.
84

85. There are video tutorials on how to use Gantt
Chart.
85

86. 86
So let’s recap…

87. In this tutorial, you learned how to:
Open a teamworkprojects account.
Set-up a project, add tasks/sub-tasks and
deadlines.
Invite users to your project and assign tasks.
View your project timeline in Gantt chart.
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88. 88
That’s it!
You’re on your way to using
teamworkprojects!

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