Essentials

Brand new to Teamleaf? Not sure where to start? Check out our essential tutorials so you understand the basics.

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Tutorials

Adding a Company

Learn how to add a Company to your Teamleaf System

Human Resources

Adding a Holiday

Learn how to add a Holiday to users in Teamleaf

In this tutorial you will learn how to add a Venue to Teamleaf

Human Resources

Adding an Absence

In this tutorial you will learn how to record an absence of any sort in Teamleaf

Creating a new Shift

Learn how to add a new shift to Teamleaf, including how to add all the relevant information that your team need to carry out the work.

Creating a new Task

Learn how to add a Task to Teamleaf, using handy shortcuts to get all the data you need, entered quickly

Deleting a Shift

Learn how you can delete a Shift through either the Task List or the Scheduler

Editing a Shift

Learn how to edit a shift, through a Task page and through the Scheduler

Setting up the Scheduler

In this tutorial you will learn how to set up the Scheduler. You will learn how to filter and add the Users and Assets you want to see, and how you can see those crews easily on the scheduler

Understanding the Scheduler

Get to grips with how information is represented on the Teamleaf scheduler, so you can quickly get the info you need in a simple visual format

Understanding the Task Page

Learn how to find and add all the information you need on the task page

Using Tables in Teamleaf

Learn how to filter, search and navigate tables in Teamleaf - the backbone of your data.

Using the Scheduler

In this tutorial you will learn how to reschedule shifts, assign shifts to new crews, use Teamleaf Ai, and organise your scheduler with row colours

Using the Task Table

In this tutorial you will learn how to use the Task Table to effectively navigate your work

Other Categories

Explore everything that the Teamleaf App can be used for

Connections & Integrations

Understand how you can connect and use third-party services alongside Teamleaf

Equipment & Stock

Get to grips with Teamleaf's inventory management tools, from creating new products to adjusting stock.

Teamleaf features everything you need to manage accounts, from invoicing, to payroll, to running costs and more.

Fleet Management

Learn how to use Teamleaf's Fleet Management tools to better manage your team's vehicles

Forms are used across Teamleaf to collect and present information relating to your work.

Human Resources

Alongside Works Management, Teamleaf offers a range of Human Resources tools. Learn how to use them here.

If you have another depot assisting with a Task, you will want to use an Intracompany Task. Learn more about Intracompany here

With all the information you need in one place, Teamleaf makes invoicing a breeze - learn how you can simplify your accounts process here

Learn about how to create and use quotes in Teamleaf

Essential for getting an overview of your business, Reports are are used across departments to see KPIs in a presentable way.

Rotas & Timesheets

Manage users' working hours using Teamleaf's Rota & Timesheet features

The scheduler is at the heart of Teamleaf, use it to add, update and remove shifts, all from one place

Learn how you can setup Teamleaf to optimise your workflow, in a way that suits you.

Shifts are critical to Teamleaf, allowing the whole team to stay organised, knowing who is supposed to be where and when.

From Shifts, to Finance, to Forms and more, Tasks tie everything in Teamleaf together. Learn more about how you can optimally set up yours