FAQ: How can I convert a deal into a project?
In Teamleader, you have the option to convert a deal into a project. Once your quotation has been accepted, go to your deal and click  Actions > Crea...
Thu, 25 Jan, 2018 at 3:45 PM
FAQ: What are the different rights in a project?
In Teamleader, there are two levels to define the rights within a project. You can either limit the access to projects or you can assign different role...
Thu, 5 Apr, 2018 at 1:23 PM
FAQ: How can I make milestones mutually dependent?
Whenever you add a second (or third, ...) milestone to a project, you'll have the option to link the new milestone to already existing milestones. ...
Fri, 26 Jan, 2018 at 10:24 AM
How To: Managing external costs of a project
When working on a project, you'll mostly be dealing with two types of costs: internal and external. For internal costs, you can group all timet...
Wed, 24 Jan, 2018 at 5:17 PM
FAQ: What do the colors under project progress stand for?
Within every project, you'll find the "Progress" section with subcategories "Roadmap" and "Budget usage". This articl...
Fri, 26 Jan, 2018 at 11:45 AM
FAQ: Can I copy a project in Teamleader?
You cannot directly copy a project but you can save a project as template. How can I create a project template? Go to the project you would like ...
Wed, 24 Jan, 2018 at 5:13 PM
FAQ: Can I change project templates?
You can't change an existing project template right away, although there are two methods to edit your template.  1. Edit the project a template...
Fri, 26 Jan, 2018 at 12:00 PM
FAQ: How can I link an email to a project from my Gmail?
In case you have installed the Gmail plugin, you have the option to link incoming or outgoing email to a project. Here you find out how. The contact ...
Thu, 25 Jan, 2018 at 3:48 PM
FAQ: How do I grant someone external access to a project?
Within a project, you can grant an external party, for example your client, access to your project. They do not have any editing rights, they only can ...
Tue, 20 Mar, 2018 at 11:39 AM
How To: Using the project planning
Teamleader’s project planning module offers a high-level overview of all currently active projects. It allows you schedule your co-workers' agenda...
Tue, 20 Mar, 2018 at 11:57 AM
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