SET UP TEAMDECK FOR YOUR COMPANY
PEOPLE AND ROLES IN TEAMDECK
Guide to account types and roles
SET UP PROJECTS
Create and import projects to track the work of your team
ADD MORE INFORMATION ABOUT PEOPLE AND PROJECTS
Use custom fields to add more details to people and projects.
ADD PEOPLE TO YOUR ORGANIZATION
This section will guide you through the process of adding, editing and removing individuals within your organization.
THE CALENDAR AND ITS FEATURES
The Calendar offers powerful resource management features for bookings, timesheets, availability, vacations, and project visualization.
ORGANIZATIONAL UNITS
Add different bank holidays for multiple countries
MANAGE VACATIONS AND PAID TIME OFF
Use Teamdeck's leave management features
SET UP YOUR ORGANIZATION
Sign up to create a new organization to start using Teamdeck
Tags
Tags are customizable labels used to categorize and classify bookings or timesheet entries.
UPGRADE AND DOWNGRADE PEOPLE
Guide to upgrading basic resources to team members and downgrading team members to basic resources.
CALENDAR FILTERS
Calendar filters allow you to customize the displayed information based on projects, resources, custom fields, tags, and availability.
MANAGE BANK HOLIDAYS AND CLOSED-FOR-BUSINESS DAYS
Add bank holidays to your company's schedule for easier planning
ADD MILESTONES TO YOUR PROJECTS
Create your bookings taking into account upcoming milestones