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Learn Teamwork | Beginners Course
Rating: 4.1 out of 5(29 ratings)
123 students

Learn Teamwork | Beginners Course

zero to hero
Last updated 6/2020
English

What you'll learn

  • How to get up and running inside of Teamwork
  • Navigate and customise their Teamwork Environment with ease
  • Manage users and their accounts
  • Create projects utilising the most relevant features for each.
  • Make use of best practices to ensure that each project feature is being used to maximise efficiency and communication
  • Make use of templates to assist in quickly replicating and duplicating tasks and projects
  • Monitor and give oversight on progress of individual and multiple projects at once

Course content

4 sections42 lectures3h 58m total length
  • Getting to know your Teamwork Environment6:08

    Navigate the teamwork environment, use the dashboard and quick search, track notifications, and explore the everything, projects, calendar, statuses, and people tabs.

  • Setting up your personal profile8:35

    Set up and personalize your teamwork profile by editing details, uploading a photo, and configuring login, contact data, and notification preferences.

  • Setting up your company profile (For Administrators)3:37

    Set up and update your company profile in teamwork by entering company details, contact info, industry, and logo, then review collaborators and projects.

  • Customising your environment (For Administrators)3:10

    Customize your teamwork environment by branding with your colors, updating the company name, uploading a site logo and icons, and applying a color theme and saving changes.

  • Adding Users (For Administrators)8:38

    Learn to add and invite users to a teamwork environment, set default permissions, assign projects, configure profiles, and manage notifications and roles for administrators.

  • User Types3:23

    Learn user types in team work environment—accounts (regular users or project administrators), collaborators, and contacts—and how to add a contact, upgrade to a user, downgrade to a contact, and invite.

  • Adding Collaborators (For Administrators)1:27

    Invite collaborators to bring clients into projects without extra user fees, selecting company and role; collaborators can complete tasks and reply to messages, but cannot create tasks or log time.

  • Understanding User Types4:05

    Understand user types in teamwork, including regular users, collaborators, standard users, and contacts. Set project administrators with defined rights to edit settings, manage users, and control visibility.

  • Bulk Importing Users (For Administrators)2:47

    Import users in bulk by uploading a CSP or vCard file, using an Excel CSP template to enter details, and send invites to selected team members.

  • Adding Client Companies (For Administrators)2:51

    Learn how to add client companies in teamwork, enter company details, set public profiles and private notes, invite users, and move members between companies.

  • Editing Users (For Administrators)2:30

    Edit users in teamwork by selecting a user from the people tab, then adjust permissions (including administrator rights), job title, and notification preferences.

  • Manage your Teamwork subscription (For Administrators)1:16

    Learn to manage your teamwork subscription by upgrading plans (professional, business, enterprise), applying discount codes, reviewing usage and disk space, and updating payment details to activate.

Requirements

  • Teamwork account (free/paid)

Description

The Teamwork Beginners Course is designed to quickly move users from being absolute beginners in the Teamwork project managament platform to being capable and proficient Teamwork users.

This course is geared to give you the skills you need to set up your Teamwork account and workspace, and create and manage projects within it, utilising best practices to get the best results. When working with Project Management software you need to know what you’re doing to avoid confusion and miscommunication, and that is what this course is all about.

The course is comprised of a number of levels, each building upon the skills learned in the last as we guide users to project management success within the Teamwork environment.

Who this course is for:

  • Users who are new to Teamwork and want to make sure they understand how to get the most from the platform
  • Teamwork Administrators and Standard Users