Teamwork Training
Dive into Teamwork, our project management platform used to coordinate all work that flows through the agency.
Section 1: Intro to Teamwork
Logging In & Navigating Teamwork Overview
Learn the basics of accessing Teamwork and understanding its structure.
Video Tutorial: Logging In & Navigating Teamwork
Follow along in this video tutorial that walks through an overview of navigating Teamwork.
Video Tutorial: Teamwork Structure & Client Dashboards
In this video tutorial, further explore Teamwork and learn how projects and tasks are structured for each client.
Project & Task Structure Basics
Learn more about how projects and tasks are structured.
Checklist: Logging In & Navigating Teamwork
Complete this quick checklist of action items to gain hands-on experience in navigating Teamwork.
Video Tutorial: Navigating Your Tasks & Task List
In this video, learn more about how tasks function in Teamwork and how you'll use your task list to complete work.
Video Tutorial: Organizing Your Task List
Learn how to organize your task list to ensure projects are viewed and prioritized correctly.
Task List Organization Checklist
Confirm your task list is organized correctly.
Moving a Project Forward in Teamwork
Learn the steps needed to move projects forward in Teamwork.
Insights into New Project Setup
Discover how new projects are created in Teamwork.
Insights Check: Navigating Teamwork
Share your undestanding of Teamwork's structure.
Section 2: Practice Session
Practice Exercise: Moving a Project Forward
Gain hands-on experience in completing tasks and logging time.
Practice Exercise: Logging Billable vs. Non-Billable Time
Dive deeper into the different types of time logging you'll encounter in Teamwork.
Practice Exercise: New Project Requests
Practice submitting a request for new project setup in Teamwork.
Practice Exercise: Updating Task Due Dates
Practice updating due dates before passing tasks forward in Teamwork.
Section 3: Deeper Teamwork Insights
Understanding Project Templates
Learn more about project templates in Teamwork.
Assessing Client Hours & Profitability
Gain tips for evaluating client hours in alignment with their existing scope of work.
Adjusting Task Due Dates
Learn more about changing task due dates for projects in Teamwork.
Updating Task Dependencies
Learn how to update task dependencies.
Insights Check: Diving Deeper into Teamwork
Share insights into what you've learned from your deep dive into Teamwork.