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TEAMWORK.COM

Consulting Services for Teamwork.com Implementation

We love Teamwork! As a trusted partner in implementing the Teamwork work management platform for scalable and resilient solutions, our consulting services are designed to ensure that your organization reaps the full benefits of this powerful project management tool.

Overcome Challenges You May Be Facing

With a professional work management platform like Teamwork.com and a custom solution tailored to your needs, your organization can experience:

Enhanced Visibility: Gain a clear, comprehensive view of your project progress, deadlines, and team contributions, empowering informed decision-making.

Improved Communication: Foster open collaboration by connecting team members, breaking down information silos, and ensuring everyone is on the same page.

Optimized Resource Management: Utilize resources effectively with clear planning, reducing bottlenecks and keeping your teams balanced and productive.

On-Time Delivery: Achieve consistent progress with well-managed tasks and timelines, ensuring projects stay on schedule.

Streamlined Processes: Implement standardized workflows that lead to consistent data, measurable results, and increased efficiency across the organization.

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Why Choose Us?

At  Echolocity, we believe that true success is only found when People, Process, and Technology work together. These three pillars are critical to building a strong foundation for success, and we can help you get there. Our unique approach blends all three, resulting in a unique solution that works specifically for your organization.

Our Approach

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People
The Heart of Success

Your team members are, without a doubt, your most valuable asset. We want your team to know they have a voice in the implementation process, so we make every effort to engage them in collaboration from the very beginning.
 

  • Generate Buy-In: By engaging your stakeholders in the process, we create a shared vision for your Teamwork solution, which will naturally generate enthusiasm and commitment across all levels of your organization.

  • Customized Training Plans: Customized training sessions give your team the skills and confidence they need to use the Teamwork solution effectively, ensuring a smooth transition and anticipated productivity boost.

  • Ongoing Support: Post-implementation, we provide on-demand support and resources to help your team master the platform and achieve their goals.

Process
Streamlined and Scalable

Efficient processes are a key factor for a successful project. We work with you to:

  • Map Out Current Processes: Understanding your existing workflows allows us to identify areas for improvement and make sure we get your processes built correctly  within Teamwork.

  • Optimize and Align: We design and tweak processes to align with best practices, aiming for peak efficiency and scalability.

  • Continuous Improvement: Our approach includes regular reviews and adjustments, ensuring your processes remain optimized as your business evolves.

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Technology
Leveraging the Right Tools

Teamwork is a powerful tool, and we use our expertise in work management and Teamwork to make sure it is configured to meet your needs. Here’s what we focus on:

  • Custom Configuration: Tailor the platform to fit your specific requirements, boosting usability and maximizing value.

  • Integration with Existing Systems: Ensure Teamwork seamlessly integrates with your current tech stack, providing a unified and efficient working environment.

  • Scalable Solutions: Implement solutions that grow with your business, ensuring long-term resilience and adaptability.

Integrate with the tools you already use

Teamwork.com Key Features

Teamwork offers a range of features designed to enhance project management and collaboration:

Customize Workflows

Flexible workflows that can be tailored to your specific business processes and needs.

Task Management

Create, assign, and track tasks with ease, ensuring everyone knows what’s assigned to them and their deadlines.

Reporting & Analytics

Detailed reporting and analytics to monitor project performance and make informed, data-driven decisions.

Project Planning

Robust tools for planning and scheduling projects, including Gantt charts and timelines.

Collaboration Tools

Centralized communication and collaboration features, including file sharing, comments, intake forms, and real-time updates.

Time Tracking

Integrated time tracking to monitor project hours and ensure accurate billing and resource allocation.

Get Started Today

Ready to transform your project management with Teamwork? Contact us today to learn how our consulting services can drive your organization’s success.

At Echolocity, we are committed to empowering your people, optimizing your processes, and leveraging technology to deliver scalable and resilient solutions. Let’s get started and get you on your way!

How to Create Task List Templates in Teamwork
04:30

How to Create Task List Templates in Teamwork

In this video from Echolocity, we demonstrate how to create a task list template in teamwork, a tool designed to streamline project management. We explain that task list templates are useful for quickly setting up new projects that involve similar tasks, allowing teams to avoid the repetitive process of creating tasks individually. We guide viewers through the steps of creating a new template, adding tasks, and assigning estimated time and personnel to each task, ensuring that projects can be launched efficiently. We also highlight the flexibility of the templates, showing how they can be customized with subtasks, time estimates, and assigned responsibilities. By setting up these templates in advance, project teams can save time and reduce the likelihood of missing important steps when starting new projects. The video emphasizes the ease and efficiency that task list templates bring to project management, encouraging viewers to explore this feature to optimize their workflow. 0:00 Introduction 1:05 Creating a New Template 2:20 Time Estimates and Assignments, Managing Task Templates ➡️ Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Teamwork.com Platform Walkthrough
10:58

Teamwork.com Platform Walkthrough

Lisa from Echolocity gives an overview of the Teamwork Platform, a user-friendly SaaS work management solution. We begin by navigating through the home page, which features a sidebar with search options, project lists, and a client tab displaying clients and their respective projects. Users can see project details, add columns, and star projects for quick access. The project tab provides a card or grid view of all projects, allowing for customization. The planning tab helps with capacity planning, showing team members' assignments and availability, and offers the ability to adjust tasks on the fly. We also highlight the time tracking feature, where users can estimate and log time for tasks and projects, use live timers, and view time totals. Calendar integration is currently available with Google Calendar, and Outlook integration is in progress. The calendar view shows daily tasks and milestones, which can be detailed or updated as needed. We also touch on the benefits of task templates, which streamline the setup of recurring projects by allowing users to create standardized task lists, complete with subtasks, tags, and visibility settings. These templates can save significant time when initiating new projects. The home view shows all tasks assigned to the user, with options to collapse sections and filter tasks by various criteria such as priority and project. The dashboard offers widgets to display at-risk tasks, project health, and daily overviews, which can be customized and rearranged. We conclude by mentioning that more detailed videos on specific features will be available, providing a comprehensive yet brief introduction to the capabilities of the Teamwork Platform. 1. Home Page and Navigation: - Home icon leads to the main dashboard. - Sidebar features search, project list, favorites, clients, tasks, and project health. 2. Client and Project Tabs: - Clients tab lists clients and their projects. - Projects tab shows all projects in a grid or list view, customizable with additional columns. 3. Planning and Reports: - Planning tab aids team capacity planning by task and project. - Reports and time tracking features allow task and project time estimation, live timers, and manual time logging. 4. Calendar Integration: - Google Calendar integration with Outlook integration in progress. - View tasks and milestones by day, with details on hover or click. 5. Templates: - Task templates for recurring projects save setup time. - Templates can include subtasks, tags, flags, and visibility settings. 6. Task Management: - Tasks can be assigned estimated times and comments. - Task lists can be filtered by priority, project, and other criteria. 7. Dashboard: - Widgets display at-risk tasks, project health, updates, and daily overview. - Customizable with additional widgets and rearrangement options. We highlight the efficiency and customization features of Teamwork, promising more detailed videos on specific functionalities. 00:00 Introduction 02:00 Project Tab Details 04:58 Task Templates Explanation 06:44 Adding Task Lists to Projects ➡️ Resources for You: Our Website - https://www.echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
How to Create a New Project in Teamwork.com
10:04

How to Create a New Project in Teamwork.com

In the video, Lisa Wood from Echolocity demonstrates how to create a new project in the Teamwork dashboard. We begin by navigating to the projects section from the home page and choosing to view projects in a list format. We explain how to create a new project from scratch, starting with naming the project and selecting or creating a company to associate with it. We then moves on to adding team members, setting the project category, adding tags, and specifying whether the project is billable. We also highlight the option to use templates for task lists and the benefits of setting milestones and time estimates for tasks. Next, we demonstrate how to manage and customize tasks within the project. We explain the different views available for tasks, such as board and table views, and how to add columns for additional information like start dates and statuses. We emphasize the importance of tracking time for billable projects and shows how to log time and create time estimates for tasks. We also cover how to bulk edit tasks, reassign them, and adjust start and due dates. Finally, we review the project setup and mentions features like adding files, adjusting schedules on the fly with the Gantt chart, and using forms for collecting project information. Here's a summary: 1. Access Teamwork Dashboard: Start on the home page and navigate to the projects section. 2. View Options: Projects can be viewed in list or grid format; the demonstration uses the list view. 3. Create a New Project: - Click the "Add Project" button. - Choose to start from scratch or use a template. In this demo, a new project named "New Product Creation" is started from scratch. - Assign the project to an existing company or create a new one. 4. Project Setup: - Add team members or assign the project to yourself. - Categorize the project (e.g., client work) and add relevant tags. - Indicate if the project is billable and configure custom fields if needed. 5. Task Lists: - Create a task list and use templates if available. Add milestones and assign them to tasks. - Estimate the time required for tasks, and assign them to team members or yourself. 6. Manage Tasks: - Edit tasks to set time estimates, add comments, attachments, and subtasks. - View tasks in different formats (board, table) and customize columns. 7. **Dashboard and Time Tracking**: - Use the project dashboard to track progress. - Add files, log time, and use forms to collect information. - Adjust project schedules using the Gantt chart. 8. Bulk Editing: - Bulk edit tasks to reassign them, change start and due dates. 9. Final Review: Return to the home view to see all tasks assigned to you. 0:00 Introduction 2:05 Selecting Team Members 3:36 Setting Milestones 4:15 Task Lists 6:41 Dashboard Views 7:38 Forms and Different Views 8:19 Conclusion ➡️ Resources for You: Our Website - https://www.echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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