Topics
Basics
Getting started and general operation.
12 articles
Exercises
1 articles
Understand
4 articles
- Frequently asked questions (FAQ) Concept General questions about teamspace: browsers, app installation (PWA), password, personal data, multiple browser windows, public pages, API and more.
- The 3 key interface elements Concept Video List, detail manager and action box – the three interface elements that let you operate teamspace the same way in every module.
- The modules at a glance Concept Video Which modules and functions teamspace brings along – time tracking, projects, invoicing, CRM, tickets, teamwork, HR and controlling – and what makes sense to start with.
- The new "Genua" interface Concept Video The revamped "Genua" interface: tidied-up lists, a new filter area, wizard dialogs, several detail managers side by side and layout levels – what changes for existing customers.
For users
2 articles
- From quote to invoice – the full run-through How-to Video The complete run-through in teamspace: create and send a quote, generate an order, create a project, book time and bill via e-invoice.
- Working with lists: columns, filters & saved lists How-to Adjust lists in teamspace: switch display modes, set columns and groupings, filter and search, save views, edit directly, remember elements and export.
For decision-makers
4 articles
- Going live & support contract Concept Video The transition into productive operation and the question of whether a support contract makes sense – response times of basic and standard support and the annual audit workshop.
- How we use teamspace ourselves Concept Video A field report from 5 POINT AG: how teamspace is used in real day-to-day business for invoices, projects/Scrum, support, HR and sales.
- Rolling out teamspace in your company Concept Video How a teamspace rollout runs block by block, predictably and successfully – from the kick-off through the four-hour blocks per module to training in the fully configured system.
- Testing teamspace properly Concept Video How to evaluate teamspace meaningfully during a trial phase: from the requirements meeting through the solution presentation to the independent test – with clear tips for a well-founded decision.