)
)
The Teamwork onboarding template in Teamwork helps you roll out the platform to your team in a structured, low stress way. Instead of ad hoc emails and one off training sessions, you keep every setup task, workflow decision, and training activity in one shared project.
You organise the rollout into simple phases, such as preparing your workspace, piloting Teamwork with a smaller group, and then onboarding the wider team. Each task has an owner, clear instructions, and links to resources so everyone knows exactly what to do next.
Because this onboarding happens inside Teamwork, your team learns by doing. They create, assign, and complete real tasks as they go, which makes it easier to turn Teamwork from “new tool” into the everyday home for your projects.
What is the Teamwork onboarding template used for?
The Teamwork onboarding template is used to guide your existing team onto the Teamwork.com platform. It gives you a step by step plan for setting up projects, inviting users, defining ways of working, and training people on the basics.
You use it to coordinate work between admins, team leads, and champions so the rollout feels intentional rather than rushed. Everyone involved in the rollout works from the same checklist and timeline.
What does the Teamwork onboarding template include in Teamwork?
The template includes task lists for key rollout stages, such as workspace setup, pilot project, team onboarding, and optimisation. Under each list, you’ll find tasks that cover actions like configuring settings, creating example projects, inviting users, and running training sessions.
Each task can include notes, links to help articles or videos, and any internal docs that explain how your team wants to use Teamwork. That means all context for your rollout lives in one place.
Who should use the Teamwork onboarding template?
The Teamwork onboarding template is designed for account admins, team leads, and champions responsible for introducing Teamwork to the rest of the organisation. It works whether you’re onboarding a single team or several departments in stages.
Stakeholders such as department heads or project owners can also join the project to review progress, add requirements, and agree on standards before the wider team starts using Teamwork.
How does this template help me introduce Teamwork to my team?
The template helps you introduce Teamwork by breaking the rollout into manageable steps. You prepare a small set of standard workflows, build example projects, and decide on naming conventions before you invite everyone in.
Once those foundations are in place, you use the template to schedule training, share “how we use Teamwork” guidelines, and track who has access and who needs support. That creates a smoother first experience for the team.
)
)
)
)
)
)
)
)
)
)
)
)
)