How do I find my way around Team management?

Team management, TMS for short, is where your day-to-day work lives: your task list, your time, your working status, and your numbers. It's one screen with a row of tabs across the top, not a set of separate pages.

Depending on your account

TMS is included on the Pro and Scale plans. If your organization is on Starter, or hasn't turned it on, clicking TMS shows a message explaining that, with a link to see plans, instead of the screens below. If you don't see TMS in your sidebar at all, this is almost certainly why, ask whoever manages your account.

Open it

Click TMS in your sidebar. You land on the Workspace tab by default, then click across to whichever tab you need.

The tabs you'll use day to day

• Workspace. Your ranked list of work, the conversation with whoever you're helping, their record, and the controls to finish or return a task. See What is on my Team management workspace, and how do I use it?
• Tasks. A searchable, filterable list of every task, and a button to add a new one. See How do I see and add to my task list in Team management?
• My time. Your logged hours, tracked automatically. See How do I clock my time in Team management?
• My performance. What your numbers mean, next to a de-identified team comparison. See What do the numbers on My performance mean?
• Documents. Requesting documents from a client and reviewing what comes back. See How do I ask a client for documents, and review what they send?

Tabs you might not see

Team time, Schedules, Reports and Setup are for admins, and Schedules can also open (in a smaller form) for anyone your admin has specifically given schedule-assignment permission to. If you don't see these, that's expected, your own work is entirely on the tabs above.

Old links still work

If you had /tasks, /queue, /time or /documents bookmarked, or a saved link to one of them, they still work, they just land you on the matching TMS tab automatically instead of a separate page.