Teamly Terms

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.