FAQ: How can I convert a deal into a project?
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...
Thu, 10 Dec, 2020 at 12:08 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...
Wed, 4 Nov, 2020 at 2:39 PM
FAQ: How can I make phases mutually dependent?
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
How To: The Cross-projects timeline in Teamleader
With the cross-projects timeline in Teamleader you can say goodbye to the Excel struggle of trying to obtain a visual timeline overview of all your pro...
Mon, 1 Mar, 2021 at 9:34 AM
How To: Work breakdown on projects
Clicking on a project in your project overview opens the Work breakdown page. It allows you to make clear estimates of the required work per project p...
Fri, 22 Jan, 2021 at 11:31 AM
How To: Budget management on projects
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...
Fri, 15 Jan, 2021 at 10:01 AM
How To: Budget management on projects: Use cases
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...
Fri, 15 Jan, 2021 at 9:49 AM
How To: Calculate profit on your projects
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, 9 Dec, 2020 at 2:57 PM
How To: Define the internal cost of your employees
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
FAQ: What do the colors under project progress stand for?
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
Integrations/Marketplace