Teamly Terms

Modified on Fri, Aug 16 at 9:32 AM

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


A


  • Account - User managed data such as name and location.
  • Activity - A comprehensive list of actions taken within a task.
  • Add Sticky - Pinning files or SOPs to the top of a department or direct message.
  • Admins - Administrator 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.
  • AI Assistant - A smart productivity tool that enhances the viewer experience in Teamly Capture videos by adding titles, instant summaries, smart chapters, and more.
  • 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.
  • AttachmentA digital file that is linked to a task or message, providing additional information or resources relevant to the main content.
  • Automations - Automatic process used to manage tasks.
  • All unread - New messages that have not yet been read.


B 


  • 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 - The highest tiered plan offered by Teamly that unlocks all available features.


C


  • Capture - Grabbing content on your screen like a recording or image.
  • Chat - Conversations between people.
  • ChecklistA structured list of sub-tasks or items used to track the progress of a task.
  • Column - When a board is created columns are added to manage the movement of tasks.
  • Comments - Text or multimedia messages that users post in response to content or discussions within tasks.


D



  • Deactivate User - When a user is permanently removed from a workspace.
  • Delete - To permanently remove an item from a workspace.
  • Departments - Private or public chat rooms that users can communicate in.
  • Department Description - A note to users on how a department will be used.
  • Department Settings - The configurations associated with a department such as name and description.
  • Direct Messages - 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.


E


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


F


  • Files - Data shared within a workspace.
  • Filter - Narrowing down searches to find specific information.
  • Folders - 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 Starter or Business plan unlocks more features.


G


  • 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.


H


  • Hourly Rate - The amount of money a user is paid for each hour worked.


I


  • 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 Users - Sending an email to a person asking them to create an account in your Teamly workspace.


J


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


K


  • No current terms.


L


  • Label - A color coded identifier used to help manage tasks.
  • Leave Department - When a user chooses to leave a private department.
  • Logo - A visual symbol or design that represents a company, brand, organization, or product. 


M


  • Manager - An admin at the project level who can manage configurations, files and tasks.
  • Manage Team - This view displays a list of users who are associated with a project.
  • 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.


N


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


O


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


P


  • Paid Plan - Teamly's Starter 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.
  • Private Department - A department that contains only invited users.
  • Profile - User managed setting that allow others to learn more about them.
  • Projects - Individual or collective undertakings aimed at reaching a goal.
  • Project DetailsThe project details section is where owners and administrators can customize the project's logo, title, and description.
  • Public Department - A department that contains all users.


Q


  • No current terms.


R


  • 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 in project - Used to define users based on their job title or business defined criteria.


S


  • Screenshot or 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.
  • Starter 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.
  • Status - The current state of something such as a task like completed or not completed, users like pending or active, etc.. 


T


  • Tasks - Assignments that are added to a workflow for user completion.
  • Task Repeater - Automatically schedule recurring tasks (e.g., daily, weekly, monthly and yearly) without having to manually re-enter them each time.
  • Team Chat - Individual or group chats with other users.
  • TeamlyAn all-in-one solution that fosters collaboration and productivity by helping teams manage projects, track tasks, and improve communication. With features for task management, time tracking, performance monitoring, and team engagement, it streamlines workflows and centralizes key project management functions. Enhance teamwork and boost productivity in a more organized and efficient work environment.
  • Teamly Capture - Associated with the broader Teamly platform, Teamly Capture is designed for quickly capturing and recording key information, such as screenshots and screen recordings. Easily document tasks, share visual feedback, and collaborate more effectively by providing instant access to captured content.
  • Theme - The look and feel that is set for a project and department.
  • Threads - A conversation that includes an initial message 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 Tracking - 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.


U


  • 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 details - Information associated with a specific user.
  • User Projects - The projects that a user has been added to.
  • User Type - Defines a user's level of access.


V


  • No current terms.


W


  • Weekly limit - The maximum number of hours a user is permitted to work.
  • Workflows - Repeated processes that helps manage tasks.
  • Workspace - Where your organization(s) users come together to connect and communicate.
  • Workspace Settings - The configuration options and controls that allow owners, administrators and managers to manage and customize how their team’s workspace operates. 
  • Workspace URL - Dedicated address users will use to access their Teamly workspace.


X


  • No current terms.


Y


  • No current terms.


Z


  • No current terms.

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