CEOs want to know how employees spend their time, and managers want to know who’s available to take on more work, and co-workers want to know who is heading on vacation – and we know a tool that helps you do all of that. If you want to improve your company’s HR processes like planning resource allocation, measuring utilization, and tracking employee time, then you better stick around for today’s product intro.
All In One Resource Management Solution
Today I am going to tell you about Teamdeck, an employee-focused complete resource management solution that’s ideal for CEOs and Project Managers to plan their team’s work effectively and deliver multiple projects within tight deadlines.
Alright, let’s start by setting your organization’s details. You’ll define your company’s working hours, change settings referring to bookings or time sheets, and grant additional permissions. Now you’re ready to add your first project, it’s as easy as entering a name! Teamdeck also lets you create custom fields for projects and people which is great if you want to assign roles to your team.
Speaking of your team… let’s add them to the Teamdeck platform! There are a couple of account types: A Basic Resource is someone who appears on the payroll but doesn’t have access to this platform, and a team member is someone who will be utilizing Teamdeck. They’re equally easy to add, the main difference is the latter will ask for the teammate’s email to send them a welcome email.
Now a pro-tip: Take advantage of Tags! Teamdeck lets you create tags for booking and time sheets in the Advanced tab. Tags are awesome for staying organized across a number of projects and clients – the color-coded tags allow for quick recognition.
Ok, now I’m going to show you the most powerful part of Teamdeck: the calendar. The calendar is used for booking, time entry, availability, and vacations. It’s way easy: just click and drag. So, let me show you:
The first row is for booking. Just click and drag the time block, then select a project from the list. You can also adjust the dates, if the project extends longer than what you’ve marked here.
The second row is for time entries – there’s a mobile time tracker that will record them automatically… But yes, you can also click and drag – then enter the real-time spent on the project.
The third row is for employee availability. Full-time employees probably follow the company hours, but part-time employees have different availability, so here’s where they’ll submit that. And as you fill this out, you’ll notice that these grey workload bars at the bottom of each column change colors. That’s because Teamdeck is actively comparing availability and bookings, and availability and time sheets. When a team member’s bookings exceed their availability, the circle turns red. This functionality helps you easily determine who can take on more work!
Finally, the fourth row is for vacation time. A team member can request vacation on their own, but a basic resource can’t access the platform and therefore can’t enter their requests off…
Luckily, you can easily add all of this information for them! There are two more things I want to cover.
First, there’s the calendar, which is easy to filter for an at-a-glance view of whatever schedule you want to see. You can also save those filters to easily pull up the search later.
Second: reports. With ready-to-go templates and custom values and calculations, it’s easy to run the exact report you need. Reports generated in Teamdeck can be shared with people in and out of your organization by easily generating a public link. They will receive a data dashboard that’s informative and sleek at the same time.
So it’s time to get an easy solution to plan and measure your team’s work today, and you can do it all with Teamdeck.