http://www.twproject.com - Teamwork is © 2001-2013 Open Lab Page 1 of 270 User guide - a document from Open Lab Updated for Teamwork version 5.3 Last modified on Tuesday, October 01, 2013 Teamwork is © Open Lab 2001 – 2013 The quoted products may be registered trademarks of their producers. Company’s HQ Open Lab Via Venezia 18b 50121 Florence - Italy Teamwork Support Services: Web site: http://www.twproject.com Support forum and submit/vote feature requests: http://answers.twproject.com/ (958 answered questions – 2013) Direct contact: E-mail: [email protected] Phone: +39 055 5522779 Time zone: 'Central European Time' (6 hours ahead of New York) http://www.twproject.com - Teamwork is © 2001-2013 Open Lab Page 2 of 270 Summary What’s in here? .................................................................................................................. 12 I. Stories of work management ....................................................................................... 13 i. Introduction .............................................................................................................. 13 ii. Who uses Teamwork? ............................................................................................. 14 iii. How do I begin project management? .................................................................. 15 iv. Teamwork’s philosophy: a short story ................................................................... 17 v. Managing with lists vs. managing with trees ............................................................ 18 vi. Deep IT integration ............................................................................................... 19 vii. A critical moment: change and overcoming opposition ......................................... 20 viii. The problems of estimation .................................................................................. 22 ix. Agile methods, SCRUM and Kanban .................................................................... 23 x. Public pages ............................................................................................................ 26 xi. Simplistic cost/benefit evaluations of organizational tools adoption ...................... 27 xii. How Teamwork is made with Teamwork .............................................................. 28 xiii. Teamwork and multilinguism ................................................................................ 29 xiv. Single and distributed help desks ......................................................................... 31 xv. What Teamwork does not do and never will ......................................................... 32 xvi. Thank you for reading these adoption stories ....................................................... 32 1. Begin of user guide: how to start ................................................................................. 33 1.1 Basics ................................................................................................................... 33 1.1.1 Login .............................................................................................................. 33 1.1.2 Teamwork header .......................................................................................... 35 1.1.3 Teamwork sidebars ........................................................................................ 37 1.2 Profile page .......................................................................................................... 38 1.3 Home pages ......................................................................................................... 39 1.3.1 Most used page: Get Things Done ................................................................. 39 1.3.2 For the project manager – Project manager page .......................................... 40 1.3.3 For the supervisor and the stakeholders – Supervisor page .......................... 41 1.3.4 For the help desk: Help Desk page ................................................................ 42 2. Users as resources ..................................................................................................... 43 2.1 Introduction ........................................................................................................... 43 2.2 Editing ................................................................................................................... 43 2.3 Teamwork’ resources with login: users ................................................................. 46 2.4 Company/Department ........................................................................................... 49 2.5 Search / reporting ................................................................................................. 51 2.6 Importing contacts ................................................................................................ 52 3. Projects and tasks ....................................................................................................... 54 3.1 Introduction ........................................................................................................... 54 http://www.twproject.com - Teamwork is © 2001-2013 Open Lab Page 3 of 270 3.2 Editing ................................................................................................................... 54 Hints - task scheduling: start, duration, end ........................................................................... 61 Some remarks on task status change ..................................................................................... 62 Removing tasks ....................................................................................................................... 63 3.2.1 Assignment .................................................................................................... 65 3.2.2 Expenses ....................................................................................................... 67 3.2.3 Assignment custom fields............................................................................... 67 3.2.4 Assignment cost custom fields ....................................................................... 68 3.2.5 Notifications .................................................................................................... 68 3.2.6 Move assignment ........................................................................................... 71 3.2.7 Assignment list ............................................................................................... 71 3.3 Costs .................................................................................................................... 73 3.4 Task tree ............................................................................................................... 75 3.5 Gantt editor ........................................................................................................... 75 3.5.1 Toolbar ........................................................................................................... 77 3.5.2 Textual panel .................................................................................................. 78 3.5.3 Graphical tree panel ....................................................................................... 79 3.5.4 Task line editor ............................................................................................... 80 3.6 Prints and snapshots ............................................................................................ 81 3.7 Public pages ......................................................................................................... 83 3.8 Import/export......................................................................................................... 85 3.8.1 Import from Teamwork Gantt ......................................................................... 85 3.8.2 MS Project import / export .............................................................................. 86 3.8.3 Escape from Basecamp ............................................................................. 88 3.9 Security ................................................................................................................. 90 3.10 Task - other pages............................................................................................. 91 3.10.1 Discussions ................................................................................................. 91 3.10.2 Logs ............................................................................................................ 92 3.11 Business processes ........................................................................................... 93 Reducing trees to business processes .................................................................................... 97 3.12 Search / reporting .............................................................................................. 98 3.13 Copy/move projects ........................................................................................... 99 Copy ...................................................................................................................................... 100 Move ..................................................................................................................................... 102 4. Issues ........................................................................................................................ 103 4.1