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Team Management Basics

We offer multiple work views to fit your team's preferred work view in addition to many team management features.

 

Watch the video below for information on how to invite users and set working hours.

 

 

Team Page

Our team page is the main hub where you can oversee your team's resources and schedules. Watch our video below to learn more about the team page's functionality.

 

 

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Onboarding Your Team

Once you've created your own ProjectManager account, you'll want to start onboarding your team and inviting team members. The below video outlines the steps needed to onboard your team.

 

 

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Team Pulse

The Team Pulse section is on your portfolio summary view and it gives managers an overview of their team's workload for the day.

 

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Team Summary

The Team Summary page is on our home view and gives project managers and team leaders an easy way to track high-level progress.

 

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Team Collaboration

Every productive team knows the importance of team collaboration. Here are some features to explore with your team:

  • Attach as many files as needed to your tasks including Excel, Word Documents, etc
  • Integrate with your favorite business apps such as Office 365, Google, Jira, Slack and more
  • Comment in real time on tasks to alert team members of updates
  • Automate workflows to cut back on wasted time and set task approvers to ensure quality
  • Balance workflows directly on the team page and that data populates across the software

Should you have additional questions on our team management features, please email support@projectmanager.com for guidance!