Product Manual

Dashboard & Agenda

FAQ: What do I see on my dashboard?
The dashboard is the first thing you see when logging into Teamleader. Here you find out what values you actually get presented at this moment. Tas...
Tue, 29 Oct, 2019 at 2:50 PM
FAQ: What tasks, calls and meetings are displayed on the agenda?
When you navigate to Agenda, at the top of the screen above the calendar, you'll find an overview of tasks, calls and meetings. But which ones wil...
Mon, 27 Jan, 2020 at 5:10 PM
FAQ: How do I add a task in Teamleader?
Teamleader allows you to add tasks in multiple ways. Via the dashboard Via the calendar  Via the contacts or companies Via a follow-up action of c...
Tue, 8 Sep, 2020 at 9:47 AM
FAQ: How do I create a recurring task in Teamleader?
In this article, you'll find general information on how to create a task in Teamleader. This can be done through several ways. In some cases, you ...
Mon, 27 Jan, 2020 at 4:02 PM
How To: Unassigned tasks in Teamleader
When creating a task in Teamleader you can assign it to yourself, a colleague, a team or to no one in particular. This last option of 'unassigned tas...
Fri, 24 Apr, 2020 at 2:23 PM
FAQ: How can I see which tasks I have created for my colleagues?
To create an overview of the tasks you created for colleagues, you can follow these steps: Navigate to Agenda > Tasks and click on the dropdown me...
Mon, 27 Jan, 2020 at 5:01 PM
FAQ: How do I add a meeting in Teamleader?
There are several possibilities to add meetings in Teamleader: Add a meeting via the dashboard Add a meeting via the calendar Add a meeting via the...
Tue, 8 Sep, 2020 at 9:48 AM
FAQ: How can I repeat a meeting?
There are several ways to create a meeting in Teamleader. If you're not yet familiar with them, find out more in this article. But did you ...
Fri, 12 Jun, 2020 at 10:42 AM
FAQ: Can I copy a meeting?
It is indeed possible to copy a meeting, just follow the steps below. Navigate to the meeting you would to copy > Click on the arrow next to "...
Mon, 11 Jun, 2018 at 1:49 PM
FAQ: Can I create a meeting report?
When a meeting is finished, click on the three dots in the upper right corner - next to Meeting info - and choose Mark as done. There are now two op...
Tue, 20 Oct, 2020 at 11:56 AM

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