SET UP PROJECTS
Create and import projects to track the work of your team
Projects are the names of activities your team is working on. For agencies and software houses this will usually be actual projects/deals that they’re delivering for clients. For teams that work on one product, these could be feature names, campaigns or tasks.
In order to set up a project, you can go to the Projects section in your Settings tab and then click on a plus sign in the bottom right corner.
Name your project and specify the label color to easily distinguish it on your schedule and timesheet.
The active switch allows you to deactivate a project when it’s finished. This way, other managers will not book people for this project by mistake.
Add more information about your project: you can provide details about your projects in the form of custom fields. Click here to learn how to add and manage them.
Add Project tags (You can configure them on Advanced -> Project Tags page). This can be something like Internal, Non-billabe, Billable. You can also group a projects from one client under a tag with the client's name.
IMPORT MULTIPLE PROJECTS
You can import multiple projects using a .csv/.txt file or paste data from your spreadsheet.
NOTE: You have to have owner role in Teamdeck to import projects. This feature is only available for Business Plan users.
In order to import new projects go to your organization’s Settings -> Projects and click on the plus icon in the bottom right corner. Then, choose Import projects.
OPTION 1 - Upload a .csv file
You can download a .csv file template to populate with your data.
There are four columns in the file:
- Used Technologies
The first two (Name, Active) need to be filled out with the name of the project and Y or N signifying whether a given project is active or not.
Interactive banners, Y <- would be an active project
Interactive banners, N <- would be an archived (inactive) project
Columns Priority and Used Technologies are additional custom fields. You can fill them out or not. If you don’t want to import custom fields to your projects, simply remove their names from the first row.
Remember to use square brackets when adding custom field values:
Interactive banners, Y, [High], [HTML] <- would be an active project with high priority (custom field) and developed with HTML (another custom field).
You can add multiple tags per custom field but remember not to separate them with commas:
You can also add your own custom fields (note: if you haven’t added them to the app yet, they will be automatically created). In order to do that add the name of your custom field to the first row and populate the rest of the rows with appropriate values. Make sure the order of your tags reflects the order of fields in the first row:
First row: Name, Active, Priority, Client name (Client name is a new custom field)
Other rows: Holiday campaign, Y, [High], [ACME] (Every tag corresponds with a field name from the first row)
Option 2 - Paste from an .xls file
Prepare your data in a spreadsheet. The first row should consist of the names of the fields. Name and Active fields are obligatory. They need to be filled out with the name of the project and Y or N signifying whether a given project is active or not.
The rest of the column can be your custom fields (note: if you haven’t added them to the app yet, they will be automatically created). Add their name in the first row and populate the rest of the rows with appropriate values. If you want to add multiple tags per custom field, type them in one cell together. Remember to use square brackets for the custom field values.
When your spreadsheet is ready, copy the cells and paste them into the designated table.
Review your data
Once your data is uploaded but before the import starts you can double check the data you’re about to import. This is your chance to edit your entries or remove any unnecessary tags. Teamdeck will also inform you about inconsistencies. When your data looks good click Start import.
Teamdeck will inform you about inconsistencies or errors in your data. You’re able to fix them right in the app:
CREATE PROJECTS FROM THE CALENDAR
Usually you would first create a project and then start booking your team members for it. It may happen, however, that you forget to add a project beforehand, that’s why it is possible to create a new project right from the Calendar view.
When you’re adding a booking or a time entry start typing the name of a project in the project field. If it’s not listed there already, you will be able to click on add a new one and proceed to set up a project.
FILTER THE EXISTING PROJECTS
Use the search bar and type a name of a project to find it quicker.
Pick a project from the list and click on the bin icon in the bottom-left corner of a given project to remove it permanently from Teamdeck.