Learn Teamwork | Quick Start Course

Build Your Use Case

4.35 (14 reviews)

Udemy

platform

English

language

Other

What you will learn

How to design your defaults and settings to allow for scalability

Start projects inside of your Teamwork account

Discover the best workflow option for your team to work with. .

Developed a flow for how to communicate within your projects.

Draw your first project reports

Why take this course?

This course is formulated to give you a practical step-by-step approach to using Teamwork, starting with settings and customisation, and moving through to having live projects up and running inside of your Teamwork environment.

Providing you with specific use case examples and workflow strategies that can be utilised within Teamwork, this course builds on the technical knowledge available in our Beginners and Advanced courses and guides you as you start to work within your projects.

The course is made up of four sections that will guide you from setting up your company details, all the way through to closing out projects when they are complete.

Content

Brand New Start

Explore Your Surroundings

Manage Your Subscription

Set Up Your Company Details

Customise Your Environment

Set Your Personal Profile

Create Client Companies

Using Companies As Departments

Set Your Defaults

Predefine Tags

Add Users

Bulk Import Users

Edit & Move Users

Start Your Projects

Creating Your First Project

Project View

Portfolio View

Set Milestones

Plan With Task Lists

Create Tasks

Gantt Chart

Working The Agile Way

Running Your Project

Invite Key Users In

Find & Work On Tasks

Logging Time

Giving Context

Comments

Messaging

Notebooks

Account Activity

Everything & Filters

Project Overview

Overview Of Risk

Closing Your Project

Invoices & Billing

Closing Out Projects

Archiving

Additional Material!

Teamwork For Marketers - part 1

Teamwork For Marketers - part 2

Teamwork For Marketers - part 3

Teamwork For Project Managers

Reviews

Stephanie

January 17, 2023

This is a very helpful course, however, Teamwork has updated its platform, and some of the features have changed and now this video needs to be updated.

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