Documentation

Getting Started

Creating Your Account

1. Click "Get Started Free" on the homepage
2. Enter your email address and create a password
3. Create your organization or join an existing one with an invite code
4. Complete your profile with your name and details
5. Start collaborating!

Navigating the Dashboard

After logging in, you'll see your personalized dashboard with:

• Activity Feed - Recent updates from your projects and teams
• Quick Actions - Create projects, start chats, add events
• My Projects - Your active projects
• Upcoming Events - Calendar events and deadlines
• Recent Messages - Latest chat conversations

Projects & Tasks

Creating a Project

1. Click "New Project" from the dashboard or projects page
2. Enter a project name and description
3. Choose a color and icon for easy identification
4. Add team members by selecting from your organization
5. Click "Create Project"

Managing Tasks (To-Do Lists)

Each project includes a powerful to-do list system:

• Add Tasks - Click "+ Add Task" to create new items
• Assign Tasks - Assign tasks to team members
• Set Due Dates - Add deadlines to keep work on track
• Mark Complete - Check off tasks as you complete them
• Edit or Delete - Click the task to edit details or delete

Project Settings

Access project settings by clicking the gear icon in any project:

• Update project name, description, color, and icon
• Manage team member access
• Archive completed projects
• Delete projects (admin only)

Team Chat

Project Channels

Every project has a dedicated chat channel for team communication:

1. Navigate to any project
2. Click the "Chat" tab
3. Type your message in the text box at the bottom
4. Press Enter or click "Send"

Direct Messages

Send private messages to team members:

1. Go to Messages from the main navigation
2. Click "New Message"
3. Select one or more recipients
4. Start chatting!

Message Features

• Rich Text - Format messages with bold, italic, lists, and links
• Mentions - Type @ to mention team members
• File Attachments - Drag and drop files into messages
• Message History - Scroll up to see conversation history
• Real-Time Updates - Messages appear instantly for all participants

Calendar & Scheduling

Viewing Your Calendar

Access your calendar from the main navigation:

• Month View - See all events for the month
• Week View - Detailed weekly schedule
• Day View - Focused daily agenda
• Navigate using arrow buttons or date picker

Creating Events

1. Click any date on the calendar or click "New Event"
2. Enter event title and description
3. Set start and end date/time
4. Optionally link to a project
5. Add attendees from your organization
6. Click "Create Event"

Managing Events

• Click any event to view details
• Edit event information
• Delete events you created
• View attendees and RSVP status

File Sharing

Uploading Files to Projects

1. Open any project
2. Click the "Files" tab
3. Click "Upload Files" or drag files into the drop zone
4. Select files from your computer
5. Files are instantly available to all project members

Managing Files

• Download - Click any file to download it
• Preview - Images and documents show inline previews
• Delete - Remove files using the delete button
• Search - Use the search box to find files quickly

Supported File Types

TeamFizz supports all common file types including:

• Documents: PDF, DOC, DOCX, TXT, XLS, XLSX, PPT, PPTX
• Images: JPG, PNG, GIF, SVG
• Archives: ZIP, RAR
• Code: All text-based code files
• And more!

Global Search

Using Search

Find anything in your workspace instantly:

1. Click the search icon in the top navigation bar
2. Type your search query
3. Results appear in real-time as you type
4. Click any result to navigate directly to it

What Can You Search?

TeamFizz search covers:

• Projects - Find projects by name or description
• Tasks - Search all to-do items across projects
• Messages - Search chat messages and conversations
• Files - Find uploaded files by name
• Calendar Events - Search events and meetings
• People - Find team members by name or email

Account Settings

Accessing Settings

Click your profile icon in the top-right corner and select "Settings"

Profile Settings

• Update your name and email address
• Change your password
• Upload a profile picture
• Set your timezone for accurate event times

Notification Preferences

Control how you receive notifications:

• Email notifications for mentions and direct messages
• Project activity updates
• Calendar event reminders
• Task assignments and due dates

Organization Settings (Admins Only)

Organization administrators can:

• Manage organization members and invitations
• View and update subscription plan
• Configure organization-wide settings
• Access billing and payment information

Advanced time tracking and billing features for Professional and Enterprise plans.

Time Tracking

Log billable and non-billable time:

1. Navigate to Timesheets from the main menu
2. Select the week you want to log time for
3. Click on a day to add time entries
4. Select project, entry type (Work, Meeting, Travel, etc.)
5. Enter hours and add notes
6. Save your time entry

Timesheet Approval

Submit timesheets for manager approval:

1. Complete all time entries for the week
2. Review your total hours
3. Click "Submit for Approval"
4. Manager receives notification to review
5. You'll be notified when approved or if changes are needed

Billing & Reports

• View project budgets and actual time spent
• Track billable vs. non-billable hours
• Generate utilization reports
• Export data to Excel or PDF
• Calculate revenue by project and team member

Comprehensive human resources management for Premium and Enterprise plans.

Employee Directory

• View complete employee profiles with contact information
• Search and filter employees by department, location, or role
• Access org charts to understand reporting structure
• Manage employee documents and certifications

Performance Management

Conduct performance reviews:

1. Navigate to Performance Reviews
2. Select the review cycle
3. Complete self-assessments or manager reviews
4. Set goals and track progress
5. Submit reviews for approval

Compensation Planning

• Manage salary information (restricted to HR/admins)
• Plan merit increases and bonuses
• Track equity grants and vesting schedules
• Generate compensation reports

Time Off Management

1. View your available leave balances
2. Submit time off requests
3. Manager approves or denies requests
4. Track leave history and accruals
5. View team calendar to coordinate time off

Onboarding

Streamlined new hire onboarding:

• Customizable onboarding checklists
• Automated task assignments
• Document collection and e-signatures
• Progress tracking for HR and managers

Digital benefits enrollment and management for Premium and Enterprise plans.

Enrolling in Benefits

1. Navigate to Benefits during an open enrollment period
2. Review available benefit plans (health, dental, vision)
3. Compare plan options and costs using the comparison tool
4. Add eligible dependents
5. Select your benefit plans
6. Review your selections and total cost
7. Submit your enrollment

Managing Dependents

Add family members to your benefits:

1. Go to Benefits → Dependents
2. Click "Add Dependent"
3. Enter dependent information (name, relationship, birth date)
4. Upload required documents (birth certificate, marriage license)
5. Save dependent profile

Viewing Plan Details

• Access detailed plan documents and summaries
• View coverage levels and costs
• Compare deductibles, copays, and coverage
• Download plan brochures and enrollment confirmations

Enrollment History

• View past enrollment elections
• Access confirmation documents
• Track life events and qualifying changes
• Download enrollment summaries

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