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Teamwork 4.0 User Guide
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2011-12-15
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基於Web的項目管理軟件。 是一個成熟的,可靠和友好的基於Web適用各種領域任務管理與溝通的軟件解決方案。群和項目管理功能在一個集成環境,從你可以同時協調和管理數以百計的項目。Teamwork 易於使用,借助它能夠處理複雜的項目。
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www.twproject.com - Teamwork is © 2001-2009 Open Lab
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www.twproject.com - Teamwork is © 2001-2009 Open Lab
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User guide - a document from Open Lab
Updated for Teamwork version 4.3
Last modified on Thursday, October 29, 2009
Teamwork is © Open Lab 2001 – 2009
The quoted products may be registered trademarks of their producers.
Company’s HQ
Open Lab
Via Venezia 18b
50121 Florence - Italy
Direct contact:
E-mail:
info@twproject.com
Skype: teamworkSupport
Fax: +39 055 582451
Phone: +39 055 5522779
Time zone: 'Central European Time' (6 hours ahead of New York)
Teamwork Support Services:
Web site: http://www.twproject.com
Support forum: http://answers.twproject.com/
Submit/vote feature requests: http://feedback.twproject.com
www.twproject.com - Teamwork is © 2001-2009 Open Lab
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1. Summary
1. Summary ................................................................................................................................. 3
2. How to start.............................................................................................................................. 9
2.1 Basics ............................................................................................................................... 9
2.1.1 Login .......................................................................................................................... 9
2.1.2 Teamwork header .................................................................................................... 10
2.2 Home page ..................................................................................................................... 12
2.3 First steps ....................................................................................................................... 12
2.3.1 What Teamwork can do: introduction ....................................................................... 13
2.3.2 Most used page: Get Things Done........................................................................... 14
2.3.3 For the project manager – PM page ......................................................................... 15
3. Users as resources ................................................................................................................ 16
3.1 Introduction ..................................................................................................................... 16
3.2 Editing ............................................................................................................................ 16
3.3 Teamwork’ operator ........................................................................................................ 18
3.4 Company/Department ..................................................................................................... 20
3.5 Search / reporting ........................................................................................................... 22
4. Projects and tasks.................................................................................................................. 23
4.1 Introduction ..................................................................................................................... 23
4.2 Editing ............................................................................................................................ 23
4.3 Assignment ..................................................................................................................... 31
4.4 Subscriptions .................................................................................................................. 34
4.5 Costs .............................................................................................................................. 36
4.6 Task tree editor ............................................................................................................... 37
4.7 Printing ........................................................................................................................... 38
4.8 Dependencies ................................................................................................................. 39
4.9 Import/export .................................................................................................................. 40
4.9.1 MS Project ............................................................................................................... 40
4.9.2 Escape from Basecamp ☺ ....................................................................................... 41
4.10 Security........................................................................................................................... 42
4.11 Gantt ............................................................................................................................... 43
4.12 Task - other tabs ............................................................................................................. 44
4.12.1 Diary/forum .............................................................................................................. 44
4.12.2 Logs ......................................................................................................................... 45
4.12.3 Security ................................................................................................................... 45
4.13 Business processes ........................................................................................................ 46
4.14 Search / reporting ........................................................................................................... 50
4.14.1 Results à la Gantt .................................................................................................... 51
4.15 Copy/move projects ........................................................................................................ 52
5. Issues .................................................................................................................................... 55
5.1 Introduction ..................................................................................................................... 55
5.2 To-dos ............................................................................................................................ 55
www.twproject.com - Teamwork is © 2001-2009 Open Lab
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5.3 Editing ............................................................................................................................ 55
5.4 Search / filter / fast edit ................................................................................................... 57
5.5 Bulk management ........................................................................................................... 59
5.6 Print ................................................................................................................................ 61
5.7 Importing issues from a CSV .......................................................................................... 61
6. Groupware ............................................................................................................................. 63
6.1 Introduction ..................................................................................................................... 63
6.2 Workgroups .................................................................................................................... 63
6.3 Boards ............................................................................................................................ 64
6.4 Manage by e-mail ........................................................................................................... 65
6.4.1 Adding documents to tasks ...................................................................................... 65
6.4.2 Adding issues to tasks ............................................................................................. 66
6.4.3 Creating TO-DOs ..................................................................................................... 66
6.4.4 Send messages ....................................................................................................... 67
7. Work Planning ....................................................................................................................... 68
7.1 Introduction ..................................................................................................................... 68
7.2 Work load ....................................................................................................................... 68
7.3 Resource work plan ........................................................................................................ 70
7.4 Priority ............................................................................................................................ 72
8. Time recording ....................................................................................................................... 73
8.1 Introduction ..................................................................................................................... 73
8.2 Editing ............................................................................................................................ 73
8.2.1 Weekly time sheet ................................................................................................... 73
8.2.2 Daily timesheet ........................................................................................................ 75
8.2.3 Time counters .......................................................................................................... 75
8.2.4 Issue driven ............................................................................................................. 76
8.2.5 From the task editor ................................................................................................. 76
8.2.6 From the resource editor .......................................................................................... 77
8.3 Teamwork talk ................................................................................................................ 77
8.3.1 Subversion ............................................................................................................... 77
8.3.2 Twitter ...................................................................................................................... 79
8.3.3 More Twitter integrations ......................................................................................... 79
8.4 Monitoring worklog .......................................................................................................... 81
8.4.1 Check missing worklog ............................................................................................ 82
8.4.2 Worklog analysis ...................................................................................................... 83
8.5 Validating and billing worklog .......................................................................................... 83
9. Agenda .................................................................................................................................. 86
9.1 Intro ................................................................................................................................ 86
9.2 Personal agendas ........................................................................................................... 86
9.2.1 Weekly view ............................................................................................................. 86
9.2.2 Editing ..................................................................................................................... 87
9.2.3 Daily view ................................................................................................................ 90
9.2.4 Monthly view ............................................................................................................ 90
www.twproject.com - Teamwork is © 2001-2009 Open Lab
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9.2.5 Personal agenda configuration ................................................................................ 91
9.3 External calendars .......................................................................................................... 91
9.3.1 iCalendar (Outlook/iCal/Google calendar/iPhone calendar…) .................................. 91
9.3.2 Google calendar ...................................................................................................... 92
9.3.3 iPhone calendar ....................................................................................................... 93
9.4 Meetings ......................................................................................................................... 94
10. Documents ......................................................................................................................... 96
10.1 Introduction ..................................................................................................................... 96
10.2 File Storages .................................................................................................................. 96
10.2.1 Configuration: file system ......................................................................................... 97
10.2.2 Configuration: SVN .................................................................................................. 97
10.2.3 Usage ...................................................................................................................... 97
10.3 Linking a document ......................................................................................................... 98
10.4 Repository .................................................................................................................... 100
10.5 How do I make someone access a folder through a project without giving access to the
entire repository? ..................................................................................................................... 100
11. Portal/Dashboards ............................................................................................................ 102
11.1 Introduction ................................................................................................................... 102
11.2 Company news ............................................................................................................. 102
11.3 Dashboard Customization ............................................................................................. 103
11.4 Portlets ......................................................................................................................... 104
11.4.1 Editing portlets ....................................................................................................... 104
11.4.2 Show some external content in your dashboard..................................................... 105
11.4.3 Create your own portlets ........................................................................................ 105
11.4.4 Additional portlets in distribution ............................................................................ 106
11.5 Templates ..................................................................................................................... 108
11.6 Pages ........................................................................................................................... 108
12. Agile / SCRUM ................................................................................................................. 110
12.1 Mapping examples ........................................................................................................ 110
12.2 Final considerations ...................................................................................................... 111
13. Security ............................................................................................................................ 112
13.1 Introduction ................................................................................................................... 112
13.2 Areas ............................................................................................................................ 113
13.3 Roles ............................................................................................................................ 113
13.4 Double area example .................................................................................................... 116
13.5 Check security .............................................................................................................. 116
14. Tips & Tricks .................................................................................................................... 117
14.1 Search anywhere from everywhere ............................................................................... 117
14.2 Custom filters and QBE ................................................................................................ 118
14.2.1 QBE ....................................................................................................................... 118
14.2.2 Date shortcuts ....................................................................................................... 118
14.2.3 Custom filters ......................................................................................................... 121
14.3 Compute in fields .......................................................................................................... 121
14.4 Counters ....................................................................................................................... 121
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