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. Ta...
Wed, 21 Nov, 2018 at 4:58 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...
Tue, 15 Oct, 2019 at 10:05 AM
FAQ: How do I add a task in Teamleader?
Teamleader allows you to add tasks in multiple ways. Via the dashboard Via the contacts or companies Via a follow-up action of calls Via a project...
Mon, 7 Oct, 2019 at 1:03 PM
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 ...
Tue, 30 Jul, 2019 at 3:46 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, 11 Jun, 2018 at 1:40 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 Agenda module Add a meeting vi...
Mon, 7 Oct, 2019 at 11:26 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 ...
Tue, 30 Jul, 2019 at 3:46 PM
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 arrow at the top of the page - next to Meeting info - to declare that the “Meeting is done”. There ar...
Mon, 11 Jun, 2018 at 2:37 PM
FAQ: What locations can I choose when creating a meeting?
When creating a meeting, you have several options to choose from: Location of a company/contact This will set the link to this company/contact....
Thu, 22 Aug, 2019 at 3:13 PM

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