Getting Started with Teamhood

Welcome on board! Your first week is key to a smooth start. To help you make the most of it, we’ve put together a short step-by-step guide based on insights from our top users. Let’s get you up and running in no time.

If you prefer setting things up with a video, we’ve got one ready for you. 

1. Set Up Your Account

At Teamhood, we keep it simple – no complicated sign-ups, just a few clicks and you’re in. 

To begin using Teamhood, sign up for a 14-day free trial by clicking “Get started” or “Try it free” on the homepage. 

Then, enter your details, such as email, company/account name, create a strong password, and click “Register”.  

Note: If you’re invited by another user, you’ll receive an email with a link to set up your account.  

2. The Structure of Your Teamhood Workspace  

Now, let’s look at the basic structure of your Teamhood workspace and the key elements you’ll use to build projects and team workflows. 

Workspaces, Users & Pages 

• Workspaces: Group people and projects with a folder-like structure.  

• User management: Invite colleagues to collaborate and assign roles within workspaces to grant them specific access. 

• Workspace Views: Get insights into your workspace with views like Timeline, Workload, Performance Metrics, Portfolio Overview, Dashboards, and Time Sheets. 

• Pages: Create and manage documents or information for the entire team to access. 

Boards & Board Views 

• Boards: Each workspace contains boards, which track work items. You can create boards for different projects or teams. 

• Board Views: View boards in different formats, including List, Kanban, and Gantt. You can customize and save these views to fit your needs. 

Organizing Work Items 

• Rows: Within each board, organize work items into rows to maintain structure. 

• Items: Each row contains items. They represent tasks that need to be completed or important work-related information. 

• Statuses: Set up custom workflows (e.g., To-Do, Doing, Done) to track the progress of items. 

3. Create Your First Project 

Step 1. When you hit the registration button, follow the onboarding guide for step-by-step instructions. You’ll be first asked to fill out your name details. 

Step 2. In the second step of registration, you can choose to start your first project with a template or create one from scratch. 

If you decide to go with a template, you can select an industry-specific option from IT to business consulting. Alternatively, there’s two general templates – project management or team tasks.

Step 3. But let’s create a project from scratch. This will require entering your project name. 

Step 4. Next, list up to three tasks that you want to accomplish with your Teamhood account. This will help customize your setup to match your needs and create a smoother workflow from the start.

Step 5. After you’re done, a short guide will introduce the main features to help you get started quickly, including how to locate your workspace, add content, as well as find items and rows. 

4. Create Your First Task 

Teamhood offers three workflow options: Kanban, Gantt and List:  

1. Kanban: Visualize task management with columns like To-Do, Doing, and Done. 

2. Gantt: Plan projects with structured timelines and task dependencies. 

3. List: Analyze and compare items in detail side by side. 

Kanban View 

When you open Kanban view, you’ll see your tasks organized into columns, so you can easily track progress and manage workflows. 

By default, your board is divided into three sections: Input (To-Do), Work in Progress (Doing), and Output (Done). If you need more columns or rows, you can adjust the settings by clicking “Edit.” 

Now that you’re familiar with the layout, let’s create your first task. In Kanban view, click the “+” button and type in your task name. You can also set a schedule, add an estimation, assign a tag, change the color, and designate a responsible person. 

You can also drag your items to different columns to update their status and edit the task at any time to make changes, modify details, or adjust settings as needed. 

Congratulations, you’ve created your first task in Kanban view! If you’d like to deep dive, we’ve prepared a video to guide you. 

Gantt View 

The Gantt view is a visual timeline that shows tasks as bars across a calendar, so you can set deadlines, assign team members, and manage dependencies. 

The board also allows you to configure fields – click the gear icon near the timeline, then check or uncheck relevant options from the dropdown list. You can select or deselect fields such as Schedule, Estimate, Budget, Dependencies, Progress, and more to control what information appears in the task list. 

So, let’s create your first task in the Gantt view. Click “+ Add Item”, then type the task name and press Enter to save it. Set a schedule by clicking the calendar icon and assign the task using the user icon. The task will then appear on the timeline. 

Now that you’ve created a task in the Gantt view, you can explore scheduling, assigning users, and more. Plus, we’ve prepared a video to help you get started! 

List View 

The List view is similar to the Gantt view but without the calendar timeline. It allows you to compare task details side by side and analyze items more thoroughly. 

When adding new items in the List view, you must save your selection either as the default or as a new entry, otherwise the items will disappear once you switch to another view. Alternatively, you can reset your choices at any time. 

Learn more: All You Need to Know about List View.

5. Invite Your Team  

A strong team is important for any project, and adding yours to Teamhood makes collaboration much easier. You can assign workspace roles, delegate tasks, and communicate via comments, attachments, and more. 

To get started, click the “Invite” button in the bottom left corner of your workspace. 

Then, enter their email in the Invite window and select the appropriate License Type and Role for their access level. Make sure you add your colleagues to the correct Workspace and click Invite to send the invitation. Once they accept, your teammates can collaborate on tasks, assign roles, and participate in discussions. 

Learn more: How to Invite a New User.

6. Learn about Other Workspace Reports 

Teamhood has different views and reports to help you manage projects, track progress, and optimize your workflows. Below is a breakdown of the key features available to support your team’s success: 

• Timeline: View scheduled items across all your boards on a single calendar.  

• Board Overview: Get a summary of your board’s progress, including budget totals, tracked time, estimates, and overall status. This is the best place to gain quick insights into how your project is moving forward. 

• Calendar: Display items from multiple boards in a calendar view by adding it as a workspace report from the add menu. 

• Workload: View estimated and scheduled items across all your boards by user. 

• Profitability: Track how much money your projects are earning by comparing total costs with the budget over all available time.  

• Time and Cost: Track the estimated vs. actual time spent on tasks, along with cost analysis to improve planning accuracy. 

• Dashboard: Create various widgets to track and display data in real time; it’s your dedicated space for different reporting needs. 

• Portfolio Overview: Track progress for each board by analyzing budget, earned value (EV), and schedule performance index (CPI). 

• Agility Metrics: Get an automatically generated report that tracks your team’s progress over time.  

• Customizing Board Views: Each Teamhood board can have multiple views, customized and saved as presets.  

Want to see the whole picture? We’ve got you covered with a video: 

7. Tips to Integrate Teamhood into Your Daily Workflow 

To successfully transition your team to Teamhood for project and task management, it’s important to have consistent habits that increase collaboration: 

Here are some tips and tricks to help you get started: 

• Hold regular team meetings: Schedule weekly or bi-weekly sessions to review completed work and plan ahead. 

• Have daily check-ins: Keep meetings short to discuss progress, challenges, and next steps. 

• Centralize task management: Move all tasks into Teamhood to replace scattered emails, chats, and calls for transperancy. 

• Optimize workflows: Customize Teamhood to save time and increase productivity by simplifying tasks and processes. 

8. Book a Free Training after Your First Week 

By the end of your first week with Teamhood, you’ll be able to understand the basics of the software.  

If you have any questions or need guidance on optimizing Teamhood for your specific needs, our team is here to help. We’ll provide personalized advice on configuring the platform to support both your current and future goals.