How does TeamBoard work with your team?

From a workspace to a clear task.

Take a short illustrated tour through a new service launch. Choose a step to see how the work fits together, without signing up or changing any data.

Bring your team into a workspace

A workspace brings together projects and team members. Invite people when you are ready; their access depends on roles and permissions.

1. The workspace is your starting point. A project organizes a specific piece of work within it; each task does not need a separate account.

Set up a project with a clear outcome

Create a project such as “Launch a new service,” describe the work, and define its stages. Start with stages your team knows and adjust them as needed.

1. In this example: service brief, content and design, then review and delivery. This is an illustration, not a customer project.

Turn work into tasks with owners and dates

Add a task and its description, then set an owner and due date. Keep related comments and files close to the work that needs them.

1. “Design the launch announcement” has an owner, a deadline, and a review note, so the team can see the next step without searching messages.

Follow progress and decide what comes next

Review tasks on the board and update their stage as work moves forward. Organize tasks into work cycles when you need to plan a specific period.

1. Choose a stage in the example and open the task details. This tour does not move real tasks or save changes to your account.

Start with the way your company works.

The same tools, with a clear scenario for the work you want to organize.

Small and medium businesses

Bring work requests, owners, and deadlines together, and follow delivery with your team.

Agencies and service providers

Organize the brief, content, and review through to client delivery.

Remote teams

Keep updates and decisions close to the task, wherever your team works.

A useful first experience: one project and one clear task.

You do not need to move all your work on day one. Choose a small project you know, then expand when the workflow feels clear.

1. Create your account and verify your email.
2. Set up your workspace and create your first project.
3. Add a task with an owner and due date, then invite the people who will work with you when you are ready.

Try it on a project you know.

Start free and create your team’s first task. Review plans when you need more features or resources.

Frequently asked questions

What is the difference between a workspace, a project, and a task?

A workspace brings together the team and its projects. A project organizes work toward a goal, and a task is a specific part of that work with an owner, status, and due date.

Do I need to invite my team before I start?

You can set up your workspace and project first, then invite the people who will help deliver the work. Invitations are optional during the current setup flow.

Does the free plan include every feature?

Feature availability and resources depend on the plan. Review current pricing and limits before adopting a workflow or choosing a paid subscription.

Is this tour a trial account or customer data?

These are interactive illustrations, not customer data or a live workspace. Create a free account to try the app with your own project.