TeamLab How To
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TeamLab is a platform for business collaboration
Find detailed instructions for using TeamLab in our How-to guides
 
General Questions
 
Administrator Questions
 
TM Community
 
TM Projects
 
TM Talk

General Questions
 

Upon registration or when you are invited to join TeamLab, you receive an e-mail notification with your personal registration details and a link to your corporate portal.

To sign in, follow the link from the notification e-mail or type in [your portal name].teamlab.com in the address bar of your Internet browser. This will display a Sign-In page. Enter your e-mail address and then enter your password below. Finally, press the Sign In button in order to sign in.

You can also sign in to your portal using the appropriate link on the top of the main page of the TeamLab website at www.teamlab.com.

To sign out, use the Sign Out link always available on the top of the protal page while you are signed in.

You may change the personal information displayed on your profile page: change photo or edit any personal details that appear to be incorrect.

To edit your profile, click on My Tools link always available on the top of the page and select Profile from the drop-down menu. On the profile page, click on Change My Password button to change your password. To edit your personal details of choose another picture, click on Edit Profile.

Upon registration you are sent a notification e-mail with a temporary password generated for your first access. You may change it to a password of your personal choice.

To change your password, click on My tools and select the Profile option from the drop-down menu. Next press Change My Password to open the appropriate window. Enter the new password and its confirmation and click on Change. Your password will be changed. Use it next time when you sign in.

Note: passwords are case sensitive, but not limited in any other way (your password may contain any number and any variety of symbols).

This operation is available to TeamLab administrators only. For details, click here.

You may check your activity inside TM Community or TM Projects at any time by clicking My Tools and selecting the Activity tab. All your actions will be displayed here in chronological order with the most recent being on the top.

You may manage your subscriptions both inside TM Community and TM Projects on the Subscriptions section of My Tools. Click on My Tools on the top of the page and select the Subscriptions option from the drop-down menu. You´ll see a list of the teamlab content you are subscribed to. Click on the Unsubscribe link to unsubscribe from content that is no longer of interest to you.

Inside TM Community there are 2 access levels:

Inside TM Projects there are 4 access levels:

TM Talk does not have any access limits.

For details on access privileges of a team member, click here.
For details on access privileges of a project manager, click here.
For details on administrator access privileges, click here.

Administrator
 

TeamLab administrator gets the maximum access to TeamLab. The administrator access permissions are listed below.

General Access Privileges

TM Community Access Privileges

TM Projects Access Privileges

  • create new projects/confirm New Project requests by other users;
  • fully manage all content across all projects (manage team, tasks, milestones etc.).

The questions below cover the specific operations inside TeamLab that can be performed only by its administrator.

The Invite Employees option allows you to send TeamLab invitation messages to your colleagues.

To invite co-workers, click on the Employees tab, select the Invite Employees option, enter the e-mail address(es) where you want the invitation to be sent and press Invite. The invitation letters will be sent to all indicated e-mails.

The Add Employee option allows you to manually add people one by one to the list of TeamLab users.

To add a co-worker, click on the Employees tab, select the Add Employee option, enter your co-worker's personal details (the first name, last name and e-mail fields are obligatory), and press Add. The employee you added will appear in the list of TeamLab users on the Employees tab.

The Import Emplyees option allows you to use information from an alternative source to massively import people to TeamLab.

To import employees follow these steps:

  1. Switch to the Employees tab and click on Import Employees on the Actions panel on your right.
  2. Select the CSV or Outlook option and click Next. See the questions below for details on both these options.
  3. Browse for the necessary file and click Next.
  4. In the opened window check the users' data, uncheck those you do not want to import and click Import.

The people whose details are stored in the specified file will appear on the Employees tab.

To create a CSV file, you can use spreadsheet programs like Microsoft Excel.

Open Microsoft Excel and follow these steps:

  1. In the 1st three fields of the 1st row enter the headers of the table strictly in the following order: Name, LastName, Email, etc.)
  2. In the columns below the headers enter the corresponding information;
  3. Once you've entered all the contacts into the table, save the document and select CSV (Comma Separated Values) (*.csv) as the type of file you would like to save.
  4. In the opened window check the users' data, uncheck those you do not want to import and click Import.

Once you've saved the CSV file, you're ready to import it to TeamLab.

The procedure is pretty much the same for the majority of mail clients. We'll describe exporting from Vista's Windows Mail below:

  1. Open Microsoft Mail.
  2. Follow File>> Export>> Windows contacts.
  3. Select the CSV option and click Next.
  4. Select the exported file location and click Next.
  5. Make sure that the First Name, Last Name and e-mail fields are filled in and click Finish.

Once you've exported the file, you're ready to import it to TeamLab.

To create a list of your company's departments, you'll need to add departments to TeamLab and assign people to their corresponding department.

To add a department, click on the Add department link on the Actions panel. In the opened window enter the department´s name, select its head, and press Add. The new «empty» department will appear in the list of the company´s departments.

To add people to a department, select the needed department in the list of deparments by clicking on its title. Next Press the Edit Staff button. In the opened window select the employees you would like to add and click on the rightwards arrow.

You may disable an employee who no longer works for the company by using the Disable link on his profile page. Disabling the employee will hide his profile, but will not delete his actions inside TeamLab (his posts in blogs and forums, photos uploaded or commented etc). You will be able to either enable or delete the disabled employee´s profile from the profile page if needed.

SMTP settings are the parameters of the mail server used for sending invitation messages and TeamLab notifications. To configure smtp settings, enter TeamLab and click on the Setting link below to access the Settings page. Configure the settings in the SMTP section.

If you use an internal corporate mail server within your company, select the Corporate Mail option. Fill in the fields below to configure your corporate mail server settings.

If you use any third-party mail server for e-mail communication within your company, select the Personal option. Next fill in the fields below to configure this mail server settings.

Whatever option you choose, we recommend you to contact your local system administrator to get information on how to configure mail settings.

Note: when you get started, the mail settings are automatically configured so as to use our TeamLab mail server for sending messages and notifications. We have done it for you to get a completely functional software right from the start. Yet, you might not want our server to be involved in your mail communication process, so we recommend that you change the settings to those of your corporate mail server when you start using TeamLab.

The Trusted Mail domain option on the Settings page allows you to specify the mail servers that may be used for user self-registering in TeamLab.

It is recommended to enter the name of the mail server that you usually use for exchanging emails in your company. After it has been done, any member of your company who has an account at this mail server will be able to register him(her)self by clicking on the Join link on the title page and entering the e-mail address. Those who have done so will receive an invitation e-mail with a link to their profile page in TeamLab and a temporary password for the first access.

To add a user to the list of administrators, click on the Change Settings link on the top of the page, then scroll down to the Administrators section. You will see a list of the employees who currently have administrator rights.

Click on the Add button below the list. This will open the Select Empoyees window.

To add employees to the list of administrators, check the needed people on the list of employees on the left and click on the rightwards arrow.To remove employees, check them in the list to the right and click on the leftwards arrow.

Note: you cannot remove yourself from the list of administrators. If you wish to be excluded, you'll have to ask another administrator to remove you.

The administrator gets full control over Teamlab content.

For this purpose, the edit and delete links are available for every post, comment, event, photo, bookmark and wiki page inside TM Community. To edit an item, click on the Edit link. To permanently delete an item, click on the Delete link.

Inside TM Projects you may fully manage projects, tasks and milestones regardless of whether you are the manager of the project you wish to edit or not. Visit the Projects, Milestones and Tasks sections to learn more on how to perform these operations.

You may change a password for any TeamLab user. To do that, click on the employee´s name to access his profile. Then click on the Change Password button and enter the new password and its confirmation and press Save. The selected employee's password will be changed.

You may change employees' personal data in the Profile section. To do that, click on the needed employee's name to access his profile, next press the Edit button. Enter the necessary data and press the Save button to change user personal details.

To create a new forum, click on Create new forum on the Actions panel. Select a category from the Category drop-down list. Or create a new category by selecting the «Create new category» option and typing the category title in the Title field. Next enter the forum title and description in the corresponding fields. When ready, click Create. A new forum will appear on the Forums tab.

Unlike project managers who are allowed to edit settings of their own projects only, you may fully control any project regardless of whether you are its project manager or not.

For details on how to change the project title/description/manager, click here.
For details on how to complete/resume a project, click here.
For details on how to delete a project, click here.

TM Community
Dashboard

Dashbord is a part of the TM Community front page that offers a quick view of the latest updates across the community.

The dashboard includes the following widgets:

  • New Employees - displays newcomers in your company;
  • Birthdays - reminds you of your colleagues' upcoming birthdays;
  • What's New - sums up the latest activity in all modules;
  • Blogs - displays the latest posts in the corporate blog;
  • Forums - displays the latest posts in forums;
  • Polls - shows the most recent poll.

You can customize widgets so that only the needed information is shown to you on the dashboard. To customize, click on Customize Widgets link on the top of the page. Check/uncheck the widget's box to show/hide it on the dashboard. Enter a number to set the number of events to show for a particular widget.

Employees/Departments

After you have registered your portal at teamlab.com, the next logical step is to add some of your colleagues and try using it together. You may add people by selecting one of the 3 options available on the Actions panel of the Employees tab.

For details on how to invite people, click here.
For details on how to add people, click here.
For details on how to import people, click here.

Events

To create a new event, click on the New Event option on the Actions panel on your right. Enter the event title in the appropriate field and choose the needed event type from the drop-down list: news or announcement. Write the text of the event in the Text box. Click on Preview below the text box to check how the message will look like before posting. When you are happy with the results, press the Submit button to post your event.

To create a new poll, click on the New Poll option on the Actions panel on your right. Type the poll question in the Poll Question field and enter the poll choices in the appropriate fields. To add more poll choices, click on the Add poll choice link below the Poll Choices section. To delete an unnecessary poll choice, use the Delete poll choice link. Choose your poll type by selecting the corresponding option. The poll types may differ depending on the number of choices (one choice only or multiple choices) allowed. As soon as the poll is ready, press the Save button at the bottom of the page. The newly created poll will appear on the Polls widget on the dashboard.

Blogs

It is possible to sort posts by user in order to view posts written by a particular employee. All you need to do is click on the Blog: Name of the Employee link right below the post's subject.

When creating your post, click on the Insert Link icon. Enter the name of the link and its URL in the corresponding fields of the opened window. The word(s) that you enter in the Name field is what the readers of your post/topic will see instead of the URL itself. When the above is done, press the OK button.

To insert an image, click on the Insert Image icon on the formatting panel and follow the instructions below.

Loading from a computer/server:

  1. In the Image Properties window, switch to the Upload tab.
  2. Browse for the file you would like to insert, then press the Send to Server button and wait a few seconds for the image to upload. As soon as the uploading is finished you will be redirected to the Image Info tab.
  3. On the Image Info tab, configure the image settings. The URL field is already filled in, so do not change anything in it. Enter a text in the Alternative Text field. Select the desired width and height for your image in the Width and Height fields (in pixels).
  4. Click OK – the image will be inserted to the body of your message.

Adding Image from the Internet

  1. On the Image Info tab, enter the URL of the image you want to insert.
  2. Enter a text in the Alternative Text field. This text will be shown in case someone's browser cannot display the image itself.
  3. Select the desired width and height for your image (in pixels).
  4. Click OK - the image will be inserted to the body of your message.

Blog subscriptions allow you to receive e-mail notifications on the blog content of your interest. You may subscribe to:

Comments to your own posts - you are subscribed to comments to your post by default when posting your message. Just make sure that the Subscribe to comments option (below the text box) is checked before you submit your post.

Comments to others' posts - open the post you want to subscribe to and select the Subscribe to post comments option on the Actions panel.

New posts of all employees - if you wish to subscribe to all new corporate blog posts choose the Subscribe to all posts option on the Actions panel.

New posts of a particular employee - you will receive notifications each time a particular user publishes a new post. To subscribe, open any post of this employee and select the Subscribe to all user's posts option on the Actions panel.

If you wish to remove any of your subscriptions, you are free to do so in the Subscriptions section of My Tools.

Click on My Tools on the top of the page and choose Subscriptions from the drop-down menu. Find the Blogs section on the opened page. Click on the Unsubscribe link next to the feature you do not wish to be subscribed for.

Click on Blogs Rating on the Navigation panel to view the Blogs Rating page.

This page displays a list of all the employees who have ever posted anything in the blog. You can see the amount of posts they have posted (Posts column), how many times their posts were viewed (View column) and the amount of comments they have left (Comments column). It is possible to sort employees by the above mentioned criteria. To do so, you just need to click on the corresponding column name.

The tag cloud is a very convenient way to find out which are the most popular topics in the corporate blog. If one tag is displayed in a larger font than others, this means that more posts were tagged with it. To see all posts which were tagged with a particular tag, just click on this tag on the Tag Cloud panel.

Forums

To add a post to an existing topic, first open the topic where you would like to post, then either click on the Add new post link on the Actions panel or press the Add New Post button in any post of the topic. Type you message, preview it if needed, and, when ready, click on Publish. Your post will be added to the selected topic.

This is done in much the same way as in the Blogs section when posting a new message.

For details on how to insert a link, click here.

To create a new topic, first open the forum where you want to start a new topic, next click on the Crete new topic link on the actions panel. Enter your topics title and type your first message in the topic. Preview it if needed and finally click on Publish. The new topic will be added to the selected forum.

Only TeamLab administrators can create new forums in TM Community. Click here to learn how to create a new forum.

For more information about administrator access rights, please visit the Administrator section.

Whenever you post a message or start a new topic in a forum, you are subscribed to the topic where you posted automatically unless you uncheck the box next to the Subscribe to topic option before submitting your message.

There are also three types of subscription that can be made from the Actions panel:

  • Subscribe to new topics - upon subsrcribing you will be notified each time a new topic is created in any of the forums.
  • Subscribe to this forum – you will be notified about all new posts and topics in the selected forum.
  • Subscribe to this topic – you will be notified about all new posts in the selected topic.

The last two subscriptions become available on the Actions panel only if you open a particular forum/topic.

You can terminate a subscription at any time from the Actions panel by clicking on the corresponding option:

  • Unsubscribe from new topics
  • Unsubscribe from this forum
  • Unsubscribe from this topic

Another way to terminate a subscription is to do it in the Subscriptions section of My Tools. Click on My Tools on the top of the page and select Subscriptions from the drop-down menu. Find the feature you would like to unsubscribe from and click on its corresponding Unsubscribe link.

To start a poll, open the forum where you want your poll to appear and click on Add new poll link on the Actions panel. Next proceed as described here.

Once you have finished creating your poll, click on Publish. Your poll will apprear as a new topic in the selected forum.

Photos

When you upload photos to TeamLab, the uploaded pictures are organized in a photo album with your name as its title and must be necessarily assigned to a particular event. You may choose an existing event or create your own when uploading.

To add your photos to an existing event, click on Upload photos and select the desired event from the list of events. Next proceed with uploading. Your photos will be added to the selected event.

To create a new event, click on Upload photos and then click on the Create New link. Specify the event name and description and click Create. The new event will apprear in the list of events. You will be able to select it when uploding your pictures.

You may leave a comment to any shared photo. To comment on a picture, click on Add Comment below the needed picture, next enter your comment and click on Publish. Your commentary will apprear below the photo.

Any TeamLab user may edit and delete the pictures uploaded by him/herself. This means you can delete the photos which you uploded by mistake.

TeamLab administrators may fully manage the content of the Photos section. This means that you may delete pictures uploaded by others only in case you have administrator privileges. To learn more about TeamLab administrator access rights, click here.

Bookmarks

To share a link of common interest, click on Create new bookmark, enter the link to the page that you want to share in the URL field, next click on Check URL. Your bookmark will apprear in the list of bookmarks.

To add a bookmark to favorites, click on the plus icon to the right. The bookmark will be added to the list of your favorite bookmarks. To access the list of your favorite bookmarks, click on Favorites on the Navigation panel.

Wiki

Wiki is a module inside TeamLab where you will be able to create an unlimited number of interlinked pages via a web browser. In fact, this is a website whose contents and structure can be edited by all TeamLab members. It is a convenient way to keep project-related documentation: everybody has access, the right to edit, and follow updates.

To create a wiki page, click on Create new page on the Actions panel and type your text. Use the Preview button to check how your text will look like on the page. The preview window will be displayed below. Use the Close button to close the preview window. When you are satisfied with the results, click on Save.

Consult the wiki markup help page to get information on how to perform text formatting of wiki pages.

If you have an html-formatted text that you would like to transfer to wiki, you may do it quickly and easily. Click on Create new page on the Actions panel. Next paste your text into the editor window and switch to the wiki markup display by clicking on the Wiki icon on the formatting panel above. The html tags will be changed to wiki markup. Check the results, correct minor errors if any and press Publish. Your page is ready.

Any TeamLab user can edit the contents of any page inside wiki. To edit a page, open it and click on the Edit link below. Perform all necessary changes and click on Save to save the results.

TeamLab wiki allows to create an unlimited number of pages, interlink them if needed and unite related pages into categories.

All the wiki pages that you create are displayed on the Index page in alphabetical order.

All wiki categories with their corresponding pages are displayed on the Categories page. The categories are sorted alfabetically. A new category is created automatically as soon as you specify a new category on a wiki page.

The wiki markup help page is available inside the Wiki module. Click on the Wiki tab to access the module, next click the Help link on the Navigation panel. The help page contains all basic wiki markup rules you might need when formatting wiki pages.

TM Projects
Dashboard

The dashboard is the first page that you see when you enter TM Projects. It displays the following widgets:

  • My New Tasks - displays the list of your active tasks across all projects. In fact, this is your personal to-do list.
  • Overdue Milestones – displays overdue milestones across all projects.
  • Upcoming Milestones - displays upcoming milestones across all projects.
  • Recent Activity – shows the latest actions across all projects.
  • Discussions – shows the most recently created discussions across all projects.
  • New Projects – displays a list of recently created projects.
  • Projects to Keep Track – the list of projects you do not participate in but have chosen to keep track of their progress.

To customize, click on Customize Widgets link on the top of the page. Check/uncheck the widget's box to show/hide it on the dashboard. Enter a number to set the number of events to show for a particular widget.

Projects/Project Overview/Project Settings

To start a new project, switch to the Projects tab and click on Create new project. In the opened window enter your new project's title and description, select the project manager, and press Add This Project.

Note: TeamLab administrators will see the created project in the list of Active projects on the Projects tab rigtht away. TeamLab members will need to wait for the administrator to confirm the request.

Once the project is created, you may proceed with adding people to the project team, creating tasks and milestones etc.

An active project is a project that is currently being worked on. When you create a project, it is automatically placed to the Active Projects list on the Projects tab. When you no longer need this project as active, you may choose to either complete or delete it.

A completed project is a project that is no longer being worked on. You decide when to change a project's status to completed yourself. All its milestones and tasks should not necessarily be closed for you to be able to complete it (see details on completing a project here).

When you complete a project, it changes its status to completed and is moved to the list of Completed Projects on the Projects tab. However, it is still available: all its corresponding milestones and tasks can be easily accessed and you can change its status back to active anytime (see detailes on resuming a project here).

If you decide to delete a project, keep in mind that the project with all its tasks, milestones, files, discussions etc. will be lost with no possibilty to restore.

To complete a project, select the needed project from the list of active projects on the Projects tab, then switch to the Project Settings tab, select Completed project in the Status section and click on Save Changes. The project will be moved to the Completed list on the Projects tab.

To resume a project, select the needed project from the list of completed projects on the Projects tab, then switch to the Project Settings tab, select Active project in the Status section and click on Save Changes. The project will be moved back to the Active list on the Projects tab.

To delete a project, select the needed project, then switch to the Project Settings tab, scroll down to the Delete Project section, tick the «I understand – delete this project» option and finally click on the Delete This Project button. The project with all its corresponding content will be physically deleted from TM Projects.

Note: Project managers may edit the settings for their projects only. TeamLab administrators may edit settings for all projects.

To edit the project's settings please follow these steps:

  1. Open the needed project by clicking on its title.
  2. Switch to the Settings tab.
  3. To change project manager, edit the project's description, or/and change the project's status, use the correspondng fileds and click on Save Changes. For detalis on completing/resuming a project, click here.
  4. To delete a project, tick the «I understand...» option and click on Delete This Project. For detalis on deleting a project, click here.
Milestones

A milestone is a key point in the progress of a project. An unlimited number of tasks can be united under a milestone. You may use it as a reference point by which the project must have achieved a certain development stage.

To create a milestone, switch to the Milestones tab and click on Plan new milestone link. In the opened window select the milestone due date using the calendar, next enter the milestone title. Leave the Remind me 48 hours before the due date if you want a notification sent and tick the Key milestone option if needed. When ready, click Add This Milestone. The new milestone will appear on the Milestones tab in the list of open milestones.

The due date of a milestone is the date by which all the tasks attached to it are supposed to be done. The milestone becomes overdue and is marked in red next day after its due date.

You may mark any milestone as a key milestone when creating it. The key milestones are marked with the corresponding icon which helps to distinguish them in the list of milestones. Use the key milestone option if you create a milestone that you consider to be more important than others.

You may filter and view only the key milestones when creating the Milestone List report.

To shift a milestone, select the needed milestone first by clicking on its title, then click on Edit on the Actions panel. Select the new date. Decide whether you need to shift the subsequent milestones the same number of days by checking the corresponding option to the right of the calendar and click on Save Changes. The milestone due date will be shifted.

When you create a milestone, it gets the status of Open and is added to the list of Active milestones. The Open status of a milestone means there are active tasks assigned to it. The milestone will remain open until you complete it.

The milestone becomes overdue next day after its due date. An overdue milestone will be marked in red in the list of Active milestones.

Once all the tasks attached to a milestone are closed, you may change the milestone status to «Closed» by pressing the Complete Milestone button (for details on completing a milestone, click here). The milestone will be moved to the list of closed milestones on the Milestones tab.

Note: closing all tasks attached to a milestone does not automatically complete the milestone. You'll still need to complete the milestone itself in order to move to the Closed list. The software won't let you complete a milestone while there is at least one active task attached to it.

To complete a milestone, make sure all its corresponding tasks are closed. Then select the milestone by clicking on its title and press the Complete Milestone button. The milestone will be moved to the list of closed milestones on the Milestones tab.

While the task is still awaiting start, you may reattach it by pressing on the corresponding Edit link located on the Actions panel. In the opened window set another milestone and press Save Changes.

Once the task has been started, you'll need to change its status back to Awaiting Start first and then proceed as described above.

Tasks

A task is a minimal unit of a project. It describes a specific task within a project. An unlimited number of tasks can be attached to a milestone. An unlimited number of mlestones can be attached to a project.

There are 3 task status types: Awaiting Start, In progress, Closed. The current task status is indicated by the corresponing icon below its title.

The task gets the Awaiting Start status when you create it.

When you start a task by clicking on the Start Task button, it changes its status to In progress.

The task becomes Closed when you complete it by clicking on the Complete Task button.

To change from Awaiting Start to In progress, click on the task title to open it and press the Start Task button.

To change from In progress to Closed, click on the task title to open it and press the Complete Task button.

To change from Closed back to In progress, click on the task title to open it and press the Resume button.

To change from any status back to Awaiting start (to suspend a task), click on the task title to open it and press the Suspend button.

The fastest and easiest way is to view all active tasks assigned to you on the dashboard. Click on TM Projects link on the top of the page to access the dashboard. All active tasks assigned to you will be displayed in the My New Tasks widget.

Access the needed project first by clicking on its title on the Projects tab. Next switch to the Tasks tab. All active tasks (those with Awaiting Start and In progress status) will be shown to you by default.

If you would like to view all your tasks on this project including those that have already been done, press the Show Closed Tasks button on the top of the page. The closed tasks will also appear in the task list.

Yes, you can. Use the usual task creation procedure and select yourself from the Responsible list. The task will be assigned to you.

You may attach a task to a milestone upon creating it. Just select the needed milestone from the list of milestones. The created task will be attached to the selected milestone.

If you did not do that, the task will be placed to the Unsorted list. You can attach it to a milestone by clicking on the Edit link (if it´s still awaiting start) or by suspending it first and then clicking on Edit.

While the task is still awaiting start, you may reattach it by pressing on the corresponding Edit link located on the Actions panel. In the opened window set another milestone or select another person and press Save Changes.

Once the task has been started, you'll need to change its status back to Awaiting Start first and then proceed as described above.

Tasks that are not attached to any milestone are considered unsorted. Such tasks apprear on the Unsorted tasks list on the Tasks tab. You may attach a task to a milestone at anytime.

The tasks have 3 proiroty levels: low, high, normal. You can set the desired priority level when creating a task by selecting it in the corresponding section of the Add new task window.

Any task is assigned a normal priority by default. Tasks with normal priority are sorted chronologically in task lists with the most recent being on the top. Tasks with high priority are moved to the top of the list regardless of the date when they were created. Tasks with low priority are moved to the bottom of the task list.

You might need to suspend a task if you wish to edit a task that is already in progress or closed.

To suspend a task, enter the desired task by clicking on its title and press the Suspend button. The task status will be changed back to Awaiting Start.

To close a task, enter the desired task by clicking on its title and press the Complete button. The task status will be changed to Closed.

To delete a task, first open it by clicking on its title and press Delete on the Actions panel. The task will be permanently deleted from the project.

Files

You may upload files to TM Projects in order to share them with your project team. To upload a file, first select the project you would like your file to be attached to first. To open a project, click on its title in the Projects tab. Next switch to the Files tab, click on Upload file on the Actions panel. On the opened page browse for the file you wish to upload, select the people you would like to notify, and click on the Upload File button.

The file you have just uploaded will appear on the Files tab on the top of the files list.

You may upoad files of any format. The maximum file size is limited to 25 mb.

History

The project history will display the list of all team member actions inside a project.

To view the project's history, first select the needed project by clicking on its title on the Projects tab, next switch to the History tab. The default actions list will display the actions of all team members for the current week in chronological order with the latest being on the top of the page.

To set another time period or sort actions by type, use the corresponding fields and press Apply.

Team

After you have created a project, you need to add people to the project team. To do that, select the needed project by clicking on its title, next switch to the Team tab and click on Manage Team button. In the opened window select the team members from the list of the company´s employees and press the rightwards arrow to move people to the Team list. Press Save. The selected people will be added to the project team.

Removing employees is done in much the same way. Click on Manage Team, then select the employee(s) you want to remove from the Team list and click on the leftwards arrow. When ready, click on Save. The selected people will be removed from the project team.

To change the project manager, open the needed project first by clicking on its title, next switch to the Project Settings tab. Select a new project manager in the Project Manager list and click on Save Changes. The project manager will be changed.

Note: the operation is available to project managers and administrators only. Project managers may change the manager of their own project, administrators may change project managers for all projects regardless of whether they are the managers of the project they would like to edit or not.

You may perform the following operations inside TM Projects:

  • view all content;
  • add commentaries and start discussions;
  • view reports;
  • send new project requests to an administrator.

You may perform the following operations inside TM Projects:

  • perform all user operations (see the question above for details);
  • add tasks and assign them to yourself or other team members;
  • manage tasks created by you/assigned to you;
  • add/remove your own files.

You may perform the following operations inside TM Projects:

  • perform team member operations (see the question above for details);
  • add/remove people from project team;
  • manage tasks, milestones, discussions, commentaries inside a project;
  • add/remove your own files.
Reports

Reports are available to all TeamLab members.

To generate a report, switch to the Reports tab, select the report type, next configure the report parameters if necessary, and click on the Generate Report button.

TM Talk
 

You may use TM Talk in 2 ways:

Use as web client

TM Talk can be accessed right from the TeamLab portal. To start talking with your colleague, just click on the TM Talk link available at anytime on the top of the page. The contact list is formed by the employees of your company grouped according to department. To start a message session, pick a coworker, type your message and click on Send.

Integrate with a third-party client

As an option, you may integrate TM Talk with any third-party desktop/mobile IM client that supports Jabber/XMPP. A new TM Talk account will be added to your messenger and you'll be able to manage it in the way you are used to.

  1. Open your Trillian
  2. Go Trillian>> Preferences.
  3. In the opened Preferences window select Identities and Connections.
  4. Enter your Jabber ID: YourName@nct.teamlab.com ( YourName is everything that goes before @ in the e-mail you used to register in TeamLab).
  5. In the password field below enter the password that you use to sign in to TeamLab.
  6. Tick the Automatically connect to this account at startup to sign in to TM Talk every time you start Trillian.
  7. Restart your Trillian for the settings to take effect.

You're now ready to use TM Talk via Trillian!

  1. Open Miranda IM.
  2. Click on the Miranda icon and select Accounts....
  3. Click on the plus icon below to add a new account.
  4. In the opened window enter TM Talk as Account name and select JABBER as protocol type, next click OK.
  5. Click the newely created account in the list on the left to view its settings.
  6. In the Type field select Secure XMPP Network.
  7. In the User Name field enter your login (everything that goes before @ in the e-mail you used to register in TeamLab).
  8. In the password field enter the password that you use to sign in to TeamLab.
  9. Restart Miranda for the settings to take effect.

You're now ready to use TM Talk via Miranda!

 
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