Teamly Terms

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.
• AI Credits - Monthly allocated or purchased credits for generating video titles, descriptions, chapters, and summaries with the AI Assistant.
• Archive - When a department, workflow or project is no longer being used you can archive it so that users no longer have access.
• Archive Workspace - To archive a workspace means to save its current state and deactivate it for future use without deleting the data or content contained within it.
• Assignee - A user assigned to a task.
• Attachment - A digital file that is linked to a task or message, providing additional information or resources relevant to the main content.
• Auto Chapters - Segments within a video that divide the content into specific sections, allowing viewers to easily navigate to different topics or parts of the video.
• 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.
• Boards - Components within workflows that help organize tasks and projects.
• BUSINESS Plan - The Business Plan is Teamly’s second-highest tier, designed for teams that need advanced functionality without scaling to unlimited users. This plan includes access for up to 5 users and unlocks robust features like time tracking, tasks management, and additional team collaboration tools. 
• BUSINESS+ Plan - The Business+ Plan is Teamly’s most advanced offering, giving you full access to all premium features and capabilities. While the Level 1 plan supports up to 15 users, Business+ is great for larger teams and organizations with unlimited users, and the entire suite of tools for project management, time tracking, seamless collaboration, and scaling productivity with confidence.

C

• Capture - Grabbing content on your screen like a recording or image.
• Chat - Conversations between people.
• Checklist - A 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.

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.
• Instant Summaries - Concise overviews that capture the main points, themes, or messages of the video.
  
• 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

• Labels - Tags used to categorize and prioritize tasks within boards.
• 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.
• Mute - Turn off notifications for a specific department.
• MVD (Most Valuable Doer) - Our very own Doers that will help you achieve the best results in Teamly.

N

• Notifications - Alerts or messages generated by Teamly to inform users about updates, task assignments, mentions, or other relevant activities within the workspace.

O

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

P

• Paid Plan - Teamly's Business plans billed either monthly or annually. Both plans offer additional features not available in Teamly Capture.
• 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 - A collection of tasks and workflows within a workspace aimed at achieving a specific goal or outcome. Projects help in organizing related tasks and tracking progress.
• Project Details - The 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.
• Real-Time Chat: A real-time messaging feature within Teamly that enables instant communication between team members, facilitating quick discussions and information sharing.
• 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 screenshot, also known as a screen capture, is a digital image that shows the contents of your device's screen at a specific moment in time. It’s commonly used to share information, provide visual feedback, or document an issue for support or training purposes.
• Screen Capture Videos: The process of recording the contents of a computer screen, often used for creating tutorials, demonstrations, or sharing information visually.
• Search - A field provided to help users easily locate content in their workspace.
• Security - Configurations like two factor authentication that helps protect users accounts.
• Segment - A specific portion or clip of media such as video, audio, text, etc.within the video timeline.
• Settings - Configurations set for your workspace.
• Sign out - Logging out or disconnecting from your Teamly account until you log in again.
• Standard Operating Procedures (SOPs): A documented set of step-by-step instructions compiled by an organization to help workers carry out routine operations. In Teamly, SOPs can be created, shared, and pinned within departments.
• STARTER - The STARTER or FREE access is Teamly Capture's free offering designed to help individuals and small teams get up and running quickly. It includes core features like task management, basic workflows, time tracking, and limited screen capture.
• Status - The current state of something such as a task like completed or not completed, users like pending or active, etc.. 
• Suggest Description - Detailed texts accompanying the video that provides context, summaries, and additional information about the content.
• Suggest Page Title - Descriptive labels assigned to videos that summarize their content and attract viewers’ attention. 

T

• Tasks - An individual unit of work within a project, assigned to team members with specific details, due dates, and statuses.
• 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.
• Teamly - An 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 allows users to record screens and capture videos for better collaboration.
• 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 - A feature that allows users to record the amount of time spent on tasks or projects, aiding in productivity analysis and billing.
• Transcripts - Written records of the spoken content in a video that provide a textual representation of everything that is said, including dialogue and narration.
• Transfer workspace - Transferring workspace ownership to another user.
• 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 - A predefined sequence of tasks or processes designed to achieve a particular outcome. Workflows help in standardizing procedures and improving efficiency.
• Workspace - The top-level container in Teamly where projects, departments, and users are organized. Each workspace operates independently and can have its own settings and members.
• Workspace Management: Administrative tasks related to setting up and maintaining the Teamly environment for users.
• 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.