In Teamleader, you have the option to convert a deal into a project. To do this, go to your deal page and next to 'Follow up on your deal', c...
Wed, 28 Oct, 2020 at 9:50 AM
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...
Wed, 4 Nov, 2020 at 2:39 PM
Whenever you add a second (or third, ...) phase to a project, you'll have the option to link the new phase to already existing phases. Naviga...
Wed, 4 Nov, 2020 at 2:40 PM
Clicking on a project in your project overview opens the detail page of your project. One of the first widgets you’ll see is Teamleader’s Work breakdo...
Wed, 5 Aug, 2020 at 8:53 AM
Below the work breakdown of your project, every project shows you in the blink of an eye three different widgets that are visible in a clear overview: ...
Wed, 20 May, 2020 at 10:13 AM
Budget management on projects is a way to keep track of the predetermined budget you and your customer have agreed upon. By allocating resources and es...
Wed, 4 Nov, 2020 at 3:03 PM
Apart from the work breakdown page in your project, there is also a separate Project info page which you access via the header of your project. This pa...
Wed, 4 Nov, 2020 at 3:05 PM
Next to setting up the external hourly price for a certain user you can also define the internal cost of your employees. Discover here what this is, ho...
Tue, 1 Oct, 2019 at 10:04 AM
Within every project, there is a Project info tab in the header. Click on it to find the "Progress" section with the subcategory "Roadma...
Wed, 4 Nov, 2020 at 3:25 PM
With Teamleader, you can split up projects into bigger phases and smaller tasks. Phases are represented on a roadmap, but you can check all linked task...
Wed, 4 Nov, 2020 at 3:25 PM
