Team navigation
Reading time: 8 minutes
Last updated
Reading time: 8 minutes
Last updated
In short: Teams offer a collaborative space designed to help groups work flexibly. With customizable modules for work management, communication, and resource sharing, each Team can focus effectively on its specific objectives. Adding or removing members is simple, ensuring the Team always has the right mix of skills. When setting up a Team, you can also choose from preconfigured module setups to ensure workflows are aligned with the Team’s purpose.
In Timebook, Teams are dedicated spaces where members come together to collaborate on projects, set and track goals, and manage tasks. Each Team can be configured with its own suite of tools, enabling members to work in their preferred workflow.
Teams bring together all the resources and data needed for specific activities, keeping members aligned and informed. With Timebook, you can join multiple Teams within a single Workplace, allowing you to contribute wherever your skills are needed. This flexibility helps you stay connected across different areas of product development.
In Timebook, Teams provide focused spaces for groups collaborating on specific projects and goals, bringing together all the tools and resources needed for efficient teamwork.
However, it’s the Workplace that connects everyone at the organizational level to support broader objectives and initiatives. For more information, see Workplace navigation
You’ll find the [Team spaces] section in the Navigator on the left, listing all the Teams you belong to. Selecting a Team displays its modules in the working area on the right, allowing you to access the tools and resources specific for that Team—see below for details on each module. The [Team spaces] section is collapsible, so you can hide it if you want to focus on other parts of the Navigator.
Each Team module provides an in-depth view of all the data related to a specific area of product development. Just to name a few, [Work Items] and [Sprints] support effective task management and short-term planning, the [Documents] module facilitates collaboration for drafting and editing team content, while [Opportunities] offers a dedicated area for brainstorming ideas that will drive the development of your product.
Work Items
Manage tasks of all sizes, from small issues to large epics. This module allows teams to break down work into manageable steps, track progress, and keep everyone aligned on priorities. Your daily work and assignments reside in this module. For more information, see Work Item
Projects
Use these containers to manage a defined scope of work. In Teams, Projects organize related Work Items and connect them to strategic elements like Goals. This module supports cross-team collaboration on shared projects. For more information, see Project
Sprints
Plan and manage work within short, focused time frames. This module helps teams track progress, monitor workload, and review results at the end of each period. With configurable settings, teams can automate Sprint schedule using simple configuration tools. For more information, see Sprint
Goals
Establish measurable objectives for your team, with Key Results to track progress and ensure alignment on outcomes. Team Goals guide daily work and connect to larger organizational strategies, providing visibility and focus on key objectives. For more information, see Goal
Inbox
Collect and manage feedback, requests, and bug reports in one place. The Inbox module allows teams to handle Tickets generated from external apps, dedicated email, and forms, turning feedback into actionable Work Items or Opportunities. For more information, see Ticket
Opportunities
Capture, brainstorm, and evaluate potential for product development using Opportunity objects and their [Opportunity score] property. This module is designed to highlight areas for improvement or innovation and can be aligned with your organization’s strategic goals. For more information, see Opportunity
Solutions
Use this module as your one place to create and manage Solutions: specific, actionable ideas or initiatives designed to address identified Opportunities. Solutions represents the “how” in the process of transforming user needs or business challenges into meaningful outcomes.
For more information, see Solution
OSTs
Create Opportunity Solution Trees, which map out pathways from high-level objectives to specific, actionable solutions. Each OST container includes discovery objects linked to Key Results. The OSTs module enables teams to focus on impactful ideas and their alignment with strategic goals. For more information, see Opportunity Solution Tree
Interviews
You can use this module to gather feedback directly from users, understand their needs, and identify pain points. Leverage Interview features to capture stakeholder and user input and prioritize features based on their feedback.
For more information, see Interview
Insights
With this module, you can transform raw data from transcripts into actionable knowledge. By capturing and analyzing key information, you can identify trends, make more informed decisions, and drive product development. L
For more information, see Insight
Updates
Share announcements, progress updates, and key messages with other team members. This module keeps everyone aligned and informed on project milestones, goal achievements, and team news, fostering a culture of transparency.
Files
Store and manage all files relevant to your team’s activities. Attachments from team-related objects are automatically stored here, while manual uploads allow for additional flexibility in managing content. For more information, see Files
Documents
Create, manage, and collaborate on multi-page documentation. The module also supports organizing Documents in folders, sharing them internally or externally with access controls, and pinning or bookmarking for easy reference. For more information, see Documents
About
Provide a meaningful overview of your Team with this flexible module. This space behaves like a Timebook page, allowing you to add text, links, images, and other rich content to describe your Team’s mission, goals, and key information.
Certain Team modules can be enabled or hidden using in the settings, allowing you to adjust each Team to unique workflows and needs.
This flexibility ensures that each Team has quick access to the tools that matter most, without distractions from unused modules. For more information, see Team settings
In Timebook, Teams are equipped with a variety of modules designed to improve collaboration, streamline communication, and align efforts. Here are several ways your team can leverage these tools:
Discovery phase aligned with objectives: Use Goals to set and track team-specific objectives, ensuring everyone is aligned on key outcomes. For complex projects, the OSTs (Opportunity Solution Trees) module provides a visual framework that connects these high-level objectives with actionable discovery objects.
Short-term planning and execution: Work Items organize tasks of all sizes, making it easy to assign responsibilities and monitor progress. Pair this with Sprints to break down larger projects into manageable cycles, maintaining momentum and clarity on short-term priorities.
Centralized communication: Inbox automatically collects notifications, feedback, and alerts from multiple sources. You can also use Updates to share team announcements, highlight progress, and celebrate milestones. Together, these modules ensure that important information is accessible, reducing the need for back-and-forth messaging.
Knowledge and resource sharing: Keep essential documentation, guidelines, and resources accessible through Documents and Files. Team members can collaborate on shared content, make real-time edits, and keep all content organized. This setup allows for easy access to information, ensuring everyone has what they need to contribute effectively.
Timebook Teams are flexible by design: you can fluidly add or remove members as projects evolve, ensuring the Team has the right expertise at every stage.
Creating a Team in Timebook gives you a dedicated space to organize collaboration, ensuring work and communication are centralized in one place. It’s ideal for focusing on specific projects, keeping everyone aligned and working toward shared objectives. As the Owner, you can assign roles, including selecting Admins for your Team.
To create a Team in Timebook:
Click the [+] button next to the [Teams spaces] section heading.
Select [Create a Team].
On the first screen of the creation wizard, give your Team a meaningful name and provide its description. You can also:
Use the [Team type] dropdown to categorize the Team based on its primary function within your organization. This selection also affects quick-start templates available in the next step.
Change the using the [Make private] button (optional).
On the second screen of the creation wizard, you can choose a preconfigured Team template to start with specific modules already enabled. See below for more information on using templates in Team creation.
The next screen lets you customize your Team’s modules. You can remove modules included in the selected template or add others. See above for the list of all available modules.
On the final screen of the creation wizard, you can add Workplace members to your Team by typing their names or selecting from the dropdown list. You can also add members later, using your Team’s settings.
Click [Start using Team] to confirm. Your new Team is now accessible in the Navigator on the left.
The total number of Teams in your Workplace may be limited by its current pricing plan.
Joining a Team in Timebook connects you with the people, resources, and updates you need to contribute effectively. It ensures you’re part of the conversations and tasks that matter most, helping you stay aligned with your colleagues and shared goals.
To join a Team in Timebook:
Click the [+] button next to the [Teams spaces] section heading.
Select [Join a Team].
You will see a complete list of Teams you haven’t joined. Select one to join.
The selected Team is now accessible in the Navigator on the left.
As a Team Owner or Admin, you can manage modules in the [Team settings] section, turning them on or off and customizing their functionality to suit your Team’s needs.
All members, regardless of their role, can use the [Leave Team] option in the settings if they no longer wish to be part of the Team.
For more information, see Team settings
The set of templates available in the Team creation wizard depends on the type of Team you select in the first step. For example, if you choose the [Product] type, you’ll see templates tailored to product management, such as [Customer feedback] or [Design]. Similarly, selecting the [Engineering] type will present templates such as [Scrum software development] or [Kanban software development].
Templates provide a quick way to set up a Team with preconfigured modules and workflows suited to your needs. Instead of starting from scratch, you can select a template that automatically includes the most relevant modules for your chosen Team type. These are samples of Team type and template combinations:
Product
Customer feedback
Work, Inbox
Product
Scrum software development
Work, Goals
After you select a template, you can fine-tune the modules in your Team during the next step of Team creation. You’re not limited to the default modules included in the template, so feel free to customize them to fit your needs.
If you select [Product] as the Team type, an additional selector allows you to link the Team to a specific Product object within your Workplace.
For more information, see Product
For more information, see
