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 > Cre...
Fri, 4 Jan, 2019 at 4:33 PM
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...
Tue, 13 Aug, 2019 at 12:52 PM
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....
Tue, 24 Jul, 2018 at 4:28 PM
Successfully set up your project by adding costs, timetracking and budget to your milestones? You might be wondering how the values of the columns in y...
Mon, 22 Jul, 2019 at 10:47 AM
When working on a project, you'll be dealing with two types of costs: internal and external. The internal costs include all timetracking you a...
Tue, 13 Aug, 2019 at 10:08 AM
Within every project, you'll find the "Progress" section with subcategories "Roadmap" and "Budget usage". This artic...
Tue, 18 Sep, 2018 at 2:39 PM
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 ...
Mon, 23 Jul, 2018 at 4:11 PM
You can't change an existing project template right away, although there are two methods to edit your template. 1. Edit the project a templat...
Mon, 23 Jul, 2018 at 4:04 PM
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 ...
Mon, 23 Jul, 2018 at 4:39 PM
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, 18 Sep, 2018 at 2:35 PM
