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 > Cre...
Mon, 23 Jul, 2018 at 4:19 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...
Tue, 24 Jul, 2018 at 4:23 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....
Tue, 24 Jul, 2018 at 4:28 PM
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 time...
Tue, 24 Jul, 2018 at 10:32 AM
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 artic...
Tue, 24 Jul, 2018 at 3:34 PM
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 ...
Mon, 23 Jul, 2018 at 4:11 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 templat...
Mon, 23 Jul, 2018 at 4:04 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 ...
Mon, 23 Jul, 2018 at 4:39 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, 24 Jul, 2018 at 3:16 PM
How To: How can I close a project?
When a project is over and done with, you want to classify it as such. Not sure how to close a project? You’ve come to the right page. Regardless of a...
Mon, 23 Jul, 2018 at 3:44 PM
Integrations/Marketplace

No success yet? Reach out.

Contact us