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Table of Contents
Welcome
First Steps
ADRESSES
How do I look up a contact?
How do I create a new contact?
How do I edit contact details?
JOBS
How do I find or select a job?
How do I create a job?
ACTIVITIES
How do I plan an activity?
TIME TRACKING
How can I create a work time record?
FINANCES
How do I create a new offer?
How do I create a new incoming invoice?
How do I create a new outgoing invoice?
EMPLOYEES
How do I record/change absences?
Use Cases
GENERAL
Where do I find TEAMBOX modules and their core features?
How do I navigate around TEAMBOX modules?
What are the basic navigational/operational elements throughout TEAMBOX?
How can I customize my TEAMBOX cockpit/start page?
What other information can I access from the main navigation bar?
How do I upload files to TEAMBOX?
MESSAGES
What can I do with messages?
What kinds of messages are there?
How can I customize my “Messages”?
CALENDAR
How can I create a new appointment?
How can I invite participants?
How can I work with public holidays?
How can I sync/subscribe to calendars?
How can I subscribe to a calendar using iCal?
How can I subscribe to a calendar using Outlook?
How can I subscribe to a calendar using Google Calendar?
How can I sync a calendar with an Android phone?
How can I sync a calendar with an iPhone?
How can I sync a calendar using iCal?
ADDRESSES
How do I work with “Extended search”?
How can I export addresses as a .csv file?
How can I generate address labels?
How do I add a new company?
How do I add a new employee?
How can I activate ‘work entry control’?
How can I generate a password for a user?
Where can I set work time / offdays for a user?
Where can I store an individual vacation entitlement for my employees?
How do I create (and use) blog entries?
How can I create or edit tags?
How can I assign/remove a tag to/from a contact?
How can I transfer address data?
How can I request address data via LDAP?
How can I transfer address data via CardDAV?
JOBS
How do I find or select a job?
How do I create a new area?
How do I create a job?
How can I display what kind of information in the job overview?
How can I change pricing on different levels (client, area, job)?
How can I create a job report?
Where can I get a graphical overview of active jobs?
Finance cloud
Activity cloud
How can I migrate data from one job to another?
ACTIVITIES
How do I plan an activity?
How can I create new phases?
How can I copy work packages or move their deadlines?
How can I view/filter activities?
How do I use the Gantt chart?
How can I export activities/gantt data as Excel/PDF file?
What information can I see in “Resource Plan”?
How do I track time for an activity from within the activity list?
TIME TRACKING
How can I track my work hours?
How can I finish my day using time tracking?
How can I move time tracking entries?
How can I evaluate time tracking entries?
FINANCES
Estimates
How can I search estimates?
How do I create a new offer?
How can I create a copy of an estimate?
How can I confirm an estimate?
How do I create a template for estimates?
How do collective estimates work?
Incoming invoice
How can I look for an incoming invoice?
How do I create a new incoming invoice?
How can I create an OOP Invoice?
How can I create a third-party invoice?
How can I change the status of an incoming invoice to “paid”?
How can I bill an OOP manually?
Outgoing invoice
How can I look for an outgoing invoice?
How do I create a new outgoing invoice?
How can I create an advance invoice?
How can I cancel an invoice?
How can I create a collective invoice?
Collective invoice as PDF
How can I approve an outgoing invoice?
How can I manually bill an outgoing invoice?
Recurring invoice
How can I generate recurring invoices?
Billing list
How can I visualise open services in the billing list?
How can I create invoices from the billing list?
Controlling
How does “Controlling” work?
Forecast
How can I create forecasts?
Which insights can I gain from forecasts?
Settings
How can I define general financial settings?
What kind of billing types are there?
PRODUCTION
How can I create a new production request?
How can I work with offers following a production request?
How can I accept an offer and create a production order from it?
Where can I look for existing production documents?
DOCUMENTS
How can I create a new document?
Where can I look for existing documents?
ADMIN
Where can I define roles, departments and functions?
Which settings can be defined / customized for activities?
Where can I define / customize calendar categories and resources?
Where can I define the industry sectors for my contacts?
How can I define the job status and the start of the budget year?
Where can I define cost types?
Where can I define services?
Where can I define rates?
How can I combine new cost types, services and rates?
How can I assign permissions to roles?
Where can I change notification settings for “Messages”?
EMPLOYEES
How can I create staff expense bills and add relevant receipts?
MAILBOX
How are emails displayed in TEAMBOX?
How can I look for emails?
What features does “Mailbox” offer?
Download as PDF
Use Cases
If you are
new
to
TEAMBOX
, we recommend working with our
First Steps
documentation.
More advanced users
might find the use cases and general information in
this
chapter more helpful.
How do I record/change absences?
GENERAL
