Customization

Teamhood offers several ways for customizing your experience. You can create custom processes, fields, views, and more to make sure everything you need is ready to go.

However, before we dive into those, let’s first take a look at managing the most common settings. These will allow you to add the first customization level to Teamhood.

Workspace Settings

To access the Workspace settings, hover over your workspace name and press on the three dots to open the action menu. From there, choose ‘Workspace settings’.

You will be taken right into the workspace settings. You can also open any other settings menu in the workspace and navigate to ‘Workspace’ section from there.

Here, you will be able to change all settings related to the workspace level.

1. General – to set the name, ID, currency and enable features.
2. Team – to manage the team members for the workspace.
3. Custom fields – to manage custom fields.
4. Tags – to manage tags.
5. Item templates – to manage item templates.

Board Settings and Board views

To change the settings of a specific board or board view, hover over the name, open the quick action menu and choose ‘Settings’. This will open the settings of your chosen board or view.

For the Views, you will be able to change the name, share it, add to favorites, or delete it.

For the boards, there are two sets of setting available – General and Workflow.

The general settings will allow you to decide the overall defaults for the board, as well as import/export data and perform actions like sharing, cloning, or deleting it.

Workflow Settings

To further customize your board layout, you will need to open the ‘Workflow’ settings. This is where you can customize the statuses, add new ones, or delete them altogether.

Once you have the initial settings down, let’s move on to more advanced customization options.

Custom Item Fields

One of the most powerful and unique features of Teamhood is the option to create custom fields for your work items. On top of the extensive work item details, you can create your own fields and store any additional information necessary for your projects.

To create and manage custom fields, navigate to your ‘Settings’. Here, you will be able to choose what type of custom field you want to create. The options are:

• Text – to write in additional information like department, client.
• Number – to specify numeric fields, such as phone, and order number.
• Checkbox – simply add a checkmark next to your work item.
• Dropdown – provides a dropdown menu of predefined options to choose from.
• URL – allows you to add a clickable link.
• Formula – create your custom calculations in Teamhood.
• Email – to add an email address field and quickly write emails.
• Date – specify a date that is important for your process.
• User – select from board users to mark responsibilities or other connections.
• Checkbox (timestamped) – to mark a certain completion stage with a specified date.

The custom fields will be shown for all task boards in the workspace. You will automatically see the custom fields in the work item details. If you want to see them in List, Kanban, or Gantt views, choose so in the ‘Fields’ dropdown in the upper right corner.

Tips:

1. You create a custom field for each workspace separately. If you are moving items between workspaces and you would like to keep custom field values, just create custom fields with the same titles and Teamhood will auto-match it.
2. Custom fields are not saved as part of workspace templates.
3. We do not have the ability to mass-copy custom field values if you need to migrate data from one field to another. Take this into account before creating too many fields which can become redundant.
4. Custom field values are not stored in item templates

Custom Item Tags

The next Teamhood customization feature comes in the form of Tags. This is an automatic work item field that allows you to easily categorize your items. Work item tags can be created and managed from the ‘Settings’ and are defined for the entire workspace. Once the tags are defined, you can use them as a filter on the workspace views.

Tags can be assigned to the work items right from the List, Kanban, and Gantt views or in the work item details. Moreover, when in Kanban view, you can choose to replace rows and instead group your items by tag. Allowing you to see the work items split in a new way.

Tips:

1. You create tags for each workspace separately. If you move items between workspaces and tag in destination workspace does not exist – it will be automatically created and item will preserve tag assignment.

Customizing Boards

Another level of customization is available for your Teamhood boards. As mentioned before, you can pick and choose which fields to display in each of your views – List, Kanban, and Gantt. You will be able to choose from all the native Teamhood work item fields as well as any of the custom fields you have added to the workspace. Then you can save this board views as new presets or override current ones.

Board Workflow

For the Kanban view, there is an additional level of customization – customizing the workflow. Here, you can change everything – rows, columns, and subcolumns to create a process that reflects what your team does on the daily basis. This customization feature can be found in ‘Board settings’.

Work item grouping

You can use Filter, Sorting, Grouping, and Field selection controls in every board to configure how you see the project and task data. Grouping is especially useful when you want to switch from work focus to people focus like in the example below:

All grouping options

• By Tag
• By Row
• By User

Customize Gantt, Kanban, and List views.

Custom Dashboards

Lastly, Teamhood allows you to create any number of personalized dashboards to easily track any of the project information. The Dashboard is composed of widgets, that can report workspace information as well as embed documents and videos from outside sources.

Here are the widgets you can add to the custom dashboard:

1 – Item List

Use this to create a list of specific items from your workspace. You can pick and choose which items will be displayed here by filtering the items in your workspace.

2 – Progress Chart

This will show you a progress chart for one of the four metrics – number of items, estimation hours, estimation points, or budget. The chart will divide your chosen data based on the status – planned, in progress, and done.

3 – Sum Value

This will show you the sum value of the chosen items. The sum value can be for 1 of the 4 metrics – number of items, estimation hours, estimation points, or budget.

4 -Embed

Lastly, you can embed content from other sources right into your Teamhood dashboard. Such as Youtube, Google Sheets, and others.

This allows for the Dashboard to be utilized to report on a specific project, department, team, or even to create a small database to hold important information. This versatile view is for you to create what’s needed and help your team perform.