Here's a list of frequently used terms that you may encounter while using Teamly or exploring the help portal.
A
- 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.
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 - This is 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.
- Column - When a board is created columns are added to manage the movement of tasks.
D
- 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.
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.
- 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.
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
- No current terms.
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 User - Sending an email to a persona sking 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.
M
- 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.
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 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.
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 - Used to define users based on their job title or business defined criteria.
S
- 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..
T
- 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.
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 Type - Defines a user's level of access.
V
- No current terms.
W
- 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.
X
- No current terms.
Y
- No current terms.
Z
- No current terms.
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