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:
Starters Behold!
- 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.
(A)Settings
Edit personal profile, profile picture or settings.
(B)Channels
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.
(C)Message
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.
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Menu bar
It varies depending on the type of channel you are on.
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1-on-1 Conversation
Send File, Send Folder, Start Group Chat, Screen Share (start remote session), and Voice Call.
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Group
Send File and Send Folder.
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Project
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).
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1-on-1 Conversation
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Chat History
Click to enter History, where you can view and search all information related to you.
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Find
Search current chat messages by keyword.
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Expand/ Collapse Side Column
Expand or collapse the side column.
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Chat Window
It shows all recent chat messages and updates (note: go to History if you want to see earlier messages)
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Font
Choose the font type, size, color and style.
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Emoji
Use emojis and stickers.
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Screen Capture
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.
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Input Box
The place where you enter text, pictures and other content.
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Send button
Click or press Enter to send messages. You can choose Ctrl + Enter instead to add line breaks easily.
(D)Side Column
It varies according to the type of channel you are on.
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1-on-1 Conversation
File transfer status and history.
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Group
File transfer status and history.
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Project
In Chat: bulletin, member list; in Document: upload and download records.
Project: Where you manage projects and tasks.
(A)Project List
All projects are displayed here and they can be viewed in different ways.
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Create
Create a new project or a folder to organize projects.
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Sort
Sort projects by the selected conditions.
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History
Enter “History”.
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Import
Import projects from csv files (.csv).
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Export
Export project data like leader, time created, start time, deadline, estimated hours, progress, members, etc. to a csv file and save.
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Dashboard
Export the data of selected projects to a dashboard page (.htm) and open it with your default browser.
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View mode
There are several ways to view projects: Card view, List view, and Gantt chart.
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Search
Type in keywords to search for projects or members.
(B)Task Summary
All tasks are displayed here and they can be viewed in different ways.
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View mode
There are 3 modes—User, Project, Filter.
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Export
Export all tasks to a report.
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Refresh
Refresh all task status and data.
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Search
Enter a keyword to search for specific tasks. “Advanced search” supported.
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Task list
It shows all tasks in which you are involved.
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Gantt Chart
Display tasks with Gantt Chart.
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Time frame
It has 3 views—Weekly, Monthly and Annual. You may also select a specific date.
Contacts: Find the right one through the Division Tree.
(A)Division/ List
View all members according to their positions in corporate structure, or a plain list view.
(B)Profile Display
Decide whether to display profile pictures, and the size of the picture.
(C)Chat History
Enter “History”.
(D)Search
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.
(A)Menu bar
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Create Notebook
Create a new notebook on the list to the left.
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Create Note
Create a new note in the current notebook.
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Delete Note
Delete the current note.
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Sort
Sort notes by subjects or date modified.
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Sync
Make all personal notes up-to-date.
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View mode
View notes in either a list view or a card view.
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Search
Type in keywords to search for specific notes. Use “Advanced Search” for more search options.
(B)Notebook list
All notebooks are listed here.
(C)Note list
All notes of the current notebook are listed here.
(D)Note content
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.
(A)My Calendar
Select to show all your personal events.
(B)Project list
It lists all tasks in which you are involved. Select a project to show its tasks on the calendar.
(C)Create
Create a personal event and reminder on the calendar.
(D)View mode
2 modes are available—Weekly view and Monthly view.
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Date:
You can change the date here.
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Today:
Jump to today.
More: Create a broadcast message, a group, or a poll.
(A)Broadcast
View, create and manage broadcast messages.
(B)Group
View, create and manage groups.
(C)Poll
View, create and manage polls.