Welcome to Teamly, the platform that gathers all project stakeholders under one virtual roof for fluid communication, to quickly resolve issues and strategize for success. You're probably concerned about leading a team through a big transition. You don't want to lose any ground, don't want to lose information and definitely don't want to lose any team momentum.
Good news! Your life just became a whole lot easier. With Teamly, there's no more missing out on critical messages, no harrowing searches for files within a variety of platforms.
Teamly allows you to thoroughly monitor projects, while at the same time build autonomous and motivated teams. Plus, with features like time tracking, audio message and file storage, you won't need any other application or software. Teamly is the virtual space that no one wants to leave because everything is right there, within arm's reach.
Just like the software, we've made the setup process simple and fluid. So settle in. We're going over the steps to smoothly onboard your crew to Teamly.
Create a Workspace
The workspace is Teamly’s highest tier. Unless you have multiple unrelated businesses, you'll create just one.
Teamly guides you through the onboarding steps to create a workspace, choose color scheme and invite users.
4. Create your first project and add a logo.
You're all set, go to the dashboard! Welcome to the Teamly family!
After creating your workspace, we encourage your team to download the Teamly desktop app for the best experience which can be run on a Mac or PC computer.
Download the Teamly app
Lay a Foundation
Just like moving into a new home, bring in the boxes from your previous software and start to unpack them. Things will start to look familiar right away.
Set up Projects
You'll want to create a separate project for all your significant promotions, products and projects.
Set up Departments
Departments are virtual “offices” where a group of people can discuss a specific topic. Teamly departments allow you to organize team communication. For example, you can create a Support, Sales, Engineering etc... department and add relevant users to them. Departments can be named in ways that make most sense to your organization.
With a business plan, you can create as many departments as you like, as well as determine which users have access to those departments. Every time a message is posted inside a department, everyone in that department is able to read it.
Select a project and click on the + icon next to Departments.
All users will be added to public departments. Individual users can be invited to private departments.
Send a Welcome Email
Reach out to your users with an email that expresses your hopes for the transition that include things like the purpose for the transition, timing for the transition, helpful resources and solicit feedback.
Here's a sample of a welcome message you might send:
Learn How to Send Messages
Teamly makes it easy to share messages in various forms. Learn how to send messages, record audio messages, and capture screenshots.
Learn how to track time
Play around with workflows
Click on Workflows in the sidebar. Learn how to add tasks, add columns, and look at workflows through timeline, task and board views.
Learn how to create SOPs
Standard Operating Procedures (SOPs) are detailed, written instructions that outline the steps and procedures that are necessary to perform a specific task or activity. These are the foundation of a well-run business because they help to improve efficiency, help to minimize errors, and keep your business compliant with regulations. Teamly lets you create custom and use templates to manage your organization's Standard Operating Procedures (SOPs).
Learn how to add Files to your workspace
The process of adding files in Teamly is efficient and straight forward. Add files to your workspace that can be easily accessible and shared with your team.
Let the fun begin!
Now that you're oriented, make sure new users are brought up to speed. Here's a few onboarding tips to keep in mind.
- Provide everyone access to a workflow. This way, everyone can learn how to change tasks, create columns, and archive workflows.
- Ease the team in by starting with easy projects or current promotions that everyone is familiar with.
- Let them know the transition is gradual to ease up on anxiety and hold a virtual meeting to discuss concerns.
You're all set to create excellent products and make some clients happy!
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