Finding your way around Teamline

The main hub for managing all your tasks and projects is at https://my.teamline.app/, though Teamline gets even more powerful by integrating into your Slack conversations.

Here is a helpful list of all the ways you can access Teamline, and links to more information!

  • The web app my.teamline.app
  • Reacting to a Slack message with the ⚡️:zap: emoji
  • Typing the /teamline command in a Slack message
  • Clicking the “...” action menu on a Slack message
  • Mentioning @Teamline in a Slack message 
  • Typing a direct message to the Teamline Slackbot 
  • Forwarding emails to your unique task creator email address 


Teamline Web App

Below are more details about navigating https://my.teamline.app/

Left - Navigation Pane

The dark grey pane on the left is your navigation bar and has a number of menus including:

  • My Workspace 
  • Dashboards 
  • Projects 
  • People 
  • Settings 

Centre - Task List

The light grey section in the centre will show whatever dashboard, project or person you have selected. This shows highlighted in purple in the left navigation bar. Choose a different option in the left navigation bar to see a different page. 

At the top of this section you will see:

  • A settings cog with a few settings specific to the view you are in, eg exporting to CSV and Calendar sync. 
  • A powerful search bar, where you can narrow your search using task attributes 
  • A flexible sorting option 

Right - Task Details

When you select a task, a detailed view will show up on the right in a light grey box. From this section, you will be able to add attributes to your tasks including:

  • Assignees
  • Due Date
  • Reminders
  • Description
  • Labels
  • Attachments
  • Checklists
  • Comments

You can also add custom fields to your workspace so your team can choose attributes specific to your needs.

In the task details, you can also take a number of actions on a task including:

  • Completing / marking incomplete
  • Renaming
  • Changing the Privacy
  • Snoozing
  • Viewing the task history
  • Subscribing / unsubscribing
  • Copying the task URL
  • Printing task details
  • Duplicating 
  • Deleting
  • Archiving

Helpful Hint

If you have more than one Slack workspace, you can easily switch between them by clicking your workspace name in the top left corner.  

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