Finding your way around Teamline

The main hub for managing all your tasks and projects is at, 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
  • 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

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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