As you have completed installing Teampel and signing in to the network, a brand-new world unfolds itself before your eyes, and immediately you rejoice at the prospect of improving your teamwork. So, where do we begin? Let’s first take a look at the signboard below:
- If you have not finished Teampel Server setup, click the “Free Trial” button to the upper right now. See you here when you’re done.
- You will always see messages that are relevant to you. You will not see any message from groups or projects which you haven’t taken part in.
- You have 3 ways to communicate with folks:1 on 1, group, and project. Any form of communication (“Poll” included) will be displayed on the channel board to the left, and can be sorted and organized.
- The fastest way to send file is to drag and drop it inside the input box. Don’t forget you can also send an entire folder as well!
- All information related to you is available in History and can be searched anytime. Click “Chat history” to enter.
- For those who are invited to a group or project halfway, go to History and click “Sync History” to see past messages.Messages of closed projects can also be accessed this way.
Message: Where you interact with other teammates.
Edit personal profile, profile picture or settings.
1-on-1 conversations, groups, projects and polls are all displayed here! You can use either “Default sorting” or “Sort by category” to organize the channels. While default sorting automatically puts the most recently active channel on top (meaning there’s a new message or file uploaded), the latter uses the same mechanism but also automatically puts channels into 4 categories. Please note you may create new categories in this mode.
This is where you interact with other members. It shows information such as members in the same group/project, chat messages, and lets you send files, manage project, coordinate progress, create note, search history, etc.
It varies depending on the type of channel you are on.
Send File, Send Folder, Start Group Chat, Screen Share (start remote session), and Voice Call.
Send File and Send Folder.
Chat (messages, bulletin and member list), Task (view and manage all tasks), Document (file central), Updates (a list of important changes), and Notes (create and edit memos).
- 1-on-1 Conversation
Click to enter History, where you can view and search all information related to you.
Search current chat messages by keyword.
Expand/ Collapse Side Column
Expand or collapse the side column.
It shows all recent chat messages and updates (note: go to History if you want to see earlier messages)
Choose the font type, size, color and style.
Use emojis and stickers.
You can choose whether to hide current window before capturing screen. After you have decided the frame, you may also add annotations and type text on the picture.
The place where you enter text, pictures and other content.
Click or press Enter to send messages. You can choose Ctrl + Enter instead to add line breaks easily.
It varies according to the type of channel you are on.
File transfer status and history.
File transfer status and history.
In Chat: bulletin, member list; in Document: upload and download records.
Project: Where you manage projects and tasks.
All projects are displayed here and they can be viewed in different ways.
Create a new project or a folder to organize projects.
Sort projects by the selected conditions.
Import projects from csv files (.csv).
Export project data like leader, time created, start time, deadline, estimated hours, progress, members, etc. to a csv file and save.
There are several ways to view projects: Card view, List view, and Gantt chart.
Type in keywords to search for projects or members.
All tasks are displayed here and they can be viewed in different ways.
There are 3 modes—User, Project, Filter.
Export all tasks to a report.
Refresh all task status and data.
Enter a keyword to search for specific tasks. “Advanced search” supported.
It shows all tasks in which you are involved.
Display tasks with Gantt Chart.
It has 3 views—Weekly, Monthly and Annual. You may also select a specific date.
Contacts: Find the right one through the Division Tree.
View all members according to their positions in corporate structure, or a plain list view.
Decide whether to display profile pictures, and the size of the picture.
Enter a keyword to search for specific members.
Personal Note: This is your personal notebook for work.
A notebook to notes is just like a folder to files.
Create a new notebook on the list to the left.
Create a new note in the current notebook.
Delete the current note.
Sort notes by subjects or date modified.
Make all personal notes up-to-date.
View notes in either a list view or a card view.
Type in keywords to search for specific notes. Use “Advanced Search” for more search options.
All notebooks are listed here.
All notes of the current notebook are listed here.
The content of the current note is displayed here and can be edited with various tools.
Calendar: select a project to display its tasks on the calendar. You can also create events and reminders.
Select to show all your personal events.
It lists all tasks in which you are involved. Select a project to show its tasks on the calendar.
Create a personal event and reminder on the calendar.
2 modes are available—Weekly view and Monthly view.
You can change the date here.
Jump to today.
More: Create a broadcast message, a group, or a poll.
View, create and manage broadcast messages.
View, create and manage groups.
View, create and manage polls.