Advice and answers from the Teamdeck Team

SET UP TEAMDECK FOR YOUR COMPANY

PEOPLE AND ROLES IN TEAMDECK

Guide to account types and roles

Artur Gutkowski

Written by Artur Gutkowski

SET UP PROJECTS

Create and import projects to track the work of your team

Artur Gutkowski

Written by Artur Gutkowski

ADD MORE INFORMATION ABOUT PEOPLE AND PROJECTS

Use custom fields to add more details to people and projects.

Artur Gutkowski

Written by Artur Gutkowski

ADD PEOPLE TO YOUR ORGANIZATION

This section will guide you through the process of adding, editing and removing individuals within your organization.

Artur Gutkowski

Written by Artur Gutkowski

ORGANIZATIONAL UNITS

Add different bank holidays for multiple countries

Artur Gutkowski

Written by Artur Gutkowski

THE CALENDAR AND ITS FEATURES

The Calendar offers powerful resource management features for bookings, timesheets, availability, vacations, and project visualization.

Artur Gutkowski

Written by Artur Gutkowski

MANAGE VACATIONS AND PAID TIME OFF

Use Teamdeck's leave management features

Joanna Lesiewicz

Written by Joanna Lesiewicz

SET UP YOUR ORGANIZATION

Sign up to create a new organization to start using Teamdeck

Joanna Lesiewicz

Written by Joanna Lesiewicz

UPGRADE AND DOWNGRADE PEOPLE

Guide to upgrading basic resources to team members and downgrading team members to basic resources.

Adrianna Radzikowska

Written by Adrianna Radzikowska

Tags

Tags are customizable labels used to categorize and classify bookings, timesheet entries and projects.

Artur Gutkowski

Written by Artur Gutkowski

CALENDAR FILTERS

Calendar filters allow you to customize the displayed information based on projects, resources, custom fields, tags, and availability.

Artur Gutkowski

Written by Artur Gutkowski

MANAGE BANK HOLIDAYS AND CLOSED-FOR-BUSINESS DAYS

Add bank holidays to your company's schedule for easier planning

Artur Gutkowski

Written by Artur Gutkowski

ADD MILESTONES TO YOUR PROJECTS

Create your bookings taking into account upcoming milestones

Aniela Danielak

Written by Aniela Danielak

ACCESS MANAGEMENT

Control data visibility within calendars and reports. Enable regular staff to select relevant people in vacation requests and projects for timesheets.

Artur Gutkowski

Written by Artur Gutkowski