Teamly Terms

Modified on Tue, 21 Mar 2023 at 10:30 AM

Here's a list of frequently used terms that you may encounter while using Teamly or exploring the help portal.


  • Account - User managed data such as name and location.
  • Add Sticky - Pinning files or SOPs to the top of a department or direct message.
  • Administrator - Admin at the workspace level. A user who has the same permissions as an owner but cannot modify billing information and does not own the workspace.
  • Archive - When a department, workflow or project is no longer being used you can archive it so that users no longer have access.
  • Assignee - A user assigned to a task.
  • Automations - Automatic process used to manage tasks.


  • Billing Invoice - This is proof of payment sent to account owners for each charge associated with a workspace.
  • Board - When a workflow is created boards are used to help manage users tasks.
  • Business Plan - This is the highest tiered plan offered by Teamly that unlocks all available features.


  • Capture - Grabbing content on your screen like a recording or image.
  • Chat - Conversations between people.
  • Column - When a board is created columns are added to manage the movement of tasks.


  • Deactivate User - When a user is permanently removed from a workspace.
  • Delete - To permanently remove an item from a workspace.
  • Department - Private or public chat rooms that users can communicate in.
  • Department Settings - The configurations associated with a department such as name and description.
  • Description - A note to users on how a department will be used.
  • Direct Message - A private conversation between two or more users.
  • Display Name - The name configured by a user within their account settings.
  • Due Date - A date assigned to a task when it's expected to be completed.


  • Emoji - An image or icon used to add context in a message.


  • Files - Data shared within a workspace.
  • Filter - Narrowing down searches to find specific information.
  • Folder - Used to organize and store data such as SOPs or files.
  • Free Plan - Teamly's entry level plan that has very limited access to features. Upgrading to the Pro or Business plan unlocks more features.


  • General Department - A department that is associated with all Teamly workspaces by default and includes all users.
  • Google SSO (Single-Sign-On) - Sign in option available via the login page to access your workspace.
  • Group Chat - Smaller sized chats with select users outside of departments.


  • No current terms.


  • Icon - Used to help identify which Teamly workspace and projects you have access to.
  • Invite Email - An email notification sent to users who have been invited to join a workspace.
  • Invite User - Sending an email to a persona sking them to create an account in your Teamly workspace.


  • Join Department - When a user is added to a department.


  • No current terms.


  • Label - A color coded identifier used to help manage tasks.
  • Leave Department - When a user chooses to leave a private department.


  • Manager - An admin at the project level who can manage configurations, files and tasks.
  • Mentions - Including a username in a message using the "@" symbol, which sends a notification to the mentioned user. 
    Message - Communication between one or more users.
    Message field - Where users type and send messages.
  • Mic - Used to record audio on a device.
  • MVD (Most Valuable Doer) - Our very own Doers that will help you achieve the best results in Teamly.


  • Notifications - Real time updates that notifies you when something requires your attention.


  • Owner - Owns the Teamly workspace, can manage all settings and billing information.


  • Paid Plan - Teamly's Pro and Business plans billed either monthly or annually. Both plans offer additional features not available on the FREE plan.
  • Panel - The left side of the user interface.
  • Password - Used with your email address to log into your account.
  • Preferences - Settings that allows users to customize their profiles and notifications.
  • Pricing - The cost associated with your Teamly plan.
  • Priority - The level of importance set for a task.
  • Profile - User managed setting that allow others to learn more about them.
  • Projects - Individual or collective undertakings aimed at reaching a goal.
  • Pro Plan - The mid tier plan offered by Teamly that offers more features than the FREE plan. Upgrade to the Business plan to unlock all features.


  • No current terms.


  • Reactivate User - When are user is made active again in a workspace.
  • Renewal Email - Notice sent to workspace owners when their plan is set to renew.
  • Role - Used to define users based on their job title or business defined criteria.


  • Screen Capture - A capture of still content from a users screen.
  • Screen Recording - A capture of video content from a users screen.
  • Search - A field provided to help users easily locate content in their workspace.
  • Security - Configurations like two factor authentication that helps protect users accounts.
  • Settings - Configurations set for your workspace.
  • Sign out - Logging out or disconnecting from your Teamly account until you log in again.
  • SOPs - Standard operating procedures set by a business.
  • Status - The current state of something such as a task like completed or not completed, users like pending or active, etc.. 


  • Task - Assignments that are added to a workflow for user completion.
  • Theme - The look and feel that is set for a project and department.
  • Threads - A conversation that includes an initial message shared and its replies.
  • Timeline - View used to manage or monitor assigned tasks.
  • Time Report - User tracked time and report of billable hours.
  • Timestamp - Shows the time/date when a message was shared.
  • Time Tracker - Used to track and monitor users work activity.
  • Two-factor authentication - Added security that is used to log into your account via a code provided by Google authenticator.


  • Unarchive - To bring a department, workflow or project back into view so that users can access them.
  • Unread - Messages that have not been viewed by a user.
  • User - Those who can manage their own accounts, tasks and files.
  • User Type - Defines a user's level of access.


  • No current terms.


  • Workflows - Repeated processes that helps manage tasks.
  • Workspace - Where your organization(s) users come together to connect and communicate.
  • Workspace URL - Dedicated address users will use to access their Teamly workspace.


  • No current terms.


  • No current terms.


  • No current terms.

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