The Teamer App serves to organize different types of events for channels. For this purpose, it is divided into three tabs, including Calendar, Events and Projects.
The Projects tab in the Teamer app serves as a central hub for creating and organizing projects, including an overview of connected events.
Projects are assigned to events in the Calendar tab, while they can be displayed within specific time periods by filtering them in the Events tab:
1 How to create and edit projects
Whether creating a new project or modifying an existing one, the same dialog is used in both cases.
The following chapter will explain how to access the dialog and what project data can be defined.
Among the main tabs, the Projects tab (1) can be found at the rightmost position.
A table provides an overview of projects, where information such as name, start and end date is displayed. From here, existing projects can be edited (2) via the context menu, which is accessible via the three-dot icon.
In order to create new projects, users have to click New project (3) at the top of the left sidebar.
In order to find the desired projectss, the search bar (4) can be used, which is accompanied by sorting functions (5) and filters (6) (see Search, sort and filter items).
The editing dialog contains the following fields to specify project data:
1. Image: A project image can be uploaded to visually identify the project.
2. Name: This field allows to enter a descriptive name for the project.
3. Start / End: Here, the start and end dates of the project are defined. Both dates are set to the current date by default.
4. Status: Via this drop-down menu, the project status can be selected. The corresponding colors will appear in the overview table in the Status column (see previous screenshot) to indicate the status, e.g. green for active.
5. Editorial, 6. Measures, 7. Concept and 8. Description: Those free-text fields allow to add additional organizational information.
9. Connected Teamer events: This is where all Teamer events that are currently linked to the project are displayed in an overview table, which shows information about the event such as title, date and channel. By using the scroll bar (10), information about the content such as content number can be displayed, as well.
This is how projects are assigned to events (both top events and calendar events): Assign projects to events.
Related topics:
2 How to delete projects
The overview table provides a direct way to remove projects that are no longer required.
By opening the context menu and clicking Delete (1), the project is permanently removed from the list.
3 How to find projects
In addition to using the standard search and filters in the Projects overview, projects can also be located by using the SmartSearch feature (see SmartSearch).
The SmartSearch not only contains all the the standard filter conditions, but also allows users to create their own filter configurations, which can be accessed by all users. The SmartSearch filters can be used in combination with the standard search, sort and filter functions.
The SmartSearch can be used by accessing the SmartSearch tab (1) in the left-side menu.