Teamwork - Fundamentals
Note: The video covers material not in the guide below — please watch in full.
Action Step
Complete this before moving on.
Log into Teamwork and explore each of the views covered in this training: the Homepage (My Work, Calendar, Timesheet), the Clients view, a specific client's project list, the Planning view with your own name, and the Everything Board. Familiarize yourself with how tasks, projects, and clients are organized so you can navigate confidently in your day-to-day.
Teamwork is the project management system at the center of every customer engagement. Everything done for a customer gets logged and tracked here. This walkthrough covers the core areas you will interact with daily.
Homepage
The homepage is your personal hub. It has several views built around what is assigned to you.
My Work shows every task assigned to you across all clients, grouped by due date. This is a quick way to see exactly what is on your plate without digging into individual projects.
Your Calendar connects to Google Calendar. Once integrated, it pulls in your meetings and calendar events alongside your tasks. This is especially helpful for logging time and understanding your full schedule at a glance.
You also have access to your Timesheet and a list of Projects assigned to you, all from the homepage.
Clients View
The Clients view is the customer top-down view. It shows all active customer engagements, each with their own client record inside Teamwork. You can see the full roster of customers in the LeanScale family along with their project budgets and allocated hours.
From here, you can click into any client to see the individual projects listed underneath.
Projects
Projects are the containers for tasks. When you click into a client — Mistral AI, for example — you see all the projects associated with that engagement.
Every task rolls up into a project. Some projects map to big-rock deliverables. Others cover the ad hoc, embedded managed services work that comes with the engagement. The task-level detail you saw in the My Work view on the homepage lives inside these projects.
Planning View
The Planning view is where resource management happens. It rolls up all tasks assigned to a person alongside their Google Calendar events, giving you a clear picture of daily and weekly capacity.
The goal is to keep everyone around an eight-hour budget per day. If you are overloaded on a Tuesday, you can shift tasks to Wednesday. You know the context and urgency of your deliverables better than anyone — use this view to manage your week.
This is also where weekly sprint planning comes into play. Sometimes a task needs to get done within the week but does not have to land on a specific day. The Planning view lets you balance the load while still delivering on time.
Everything Board
The Everything Board pulls in all clients and all projects you have visibility into, displayed as a Kanban board. You can filter by client to see all tasks across every project for that customer.
This is the view used in sprint meetings. It gives you a task-level look at where everything sits across the stages — from backlog through to delivered. The Kanban approach is how LeanScale thinks about project management: moving tasks from left to right across stages until they are complete.
Reporting
Teamwork also has built-in reporting. As you connect your AI agent to the Teamwork MCP or Teamwork API, you can pull answers and data directly through your bot. For more basic needs, Teamwork offers out-of-the-box reports that you can customize and save.
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