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Frequently Asked Questions

Why do you need my email address?

The email address associated with your TeamingWay account is used to log in to TeamingWay, recover account password, if forgotten, receive TeamingWay notifications, or as a way for TeamingWay admin to be able to add you to the company workspace for team collaboration.

Can my account name be changed?

The account name will be seen by anyone that has been invited to join the workspace, when they create a new project, or prospect clients. Account name is listed on your invoice, and in account export. If at anytime there is a need to change account name it can be updated by clicking “change the account name”. This update will be visible during the next monthly invoice as well as current and prospect projects.

 

How do I delete Goals and Tasks?

Click to view an item - if you are an admin, you will see the option to edit a project goal or task, in which the option to delete is available. If you are not an admin you will only have access to delete or edit items that have been created by you.

Can I restore items Deleted By Accident - Restore Items or Delete Forever

  • Items that have been deleted by mistake, the TeamingWay platform makes it easy to recover and restore.
  • On the Account Homepage, a trash can will be visible - click to view.
  • Having gone through it you can see the history of deleted items, in which you can click to restore or click the option to remove from the deleted folder permanently.

How do I sign in?

(Admin) Simply use the email used while signing up or the credentials provided through TeamingWay such as support@teamingway.com ; (Team Member) Use the URL sent, click the link and follow the prompts to log into your workspace

 

How do I reset my password?

  • Via the TeamingWay app or platform: Select Account Profile in the top right corner; select .
  • Click forgot password, an email will be coming from support@teamingway.com. Be sure to check your spam folder if you do not receive that email after a few minutes. The email sent has instructions - if there is still trouble you contact support@teaminway.com for better assistance.

How do I update my email, photo or login?

Personal profiles can be updated instantly. Click “My Profile”, and then “Edit Profile” and update information you would like. Contact your administrator if you need to update your email.

 

How do I reinvite someone or check status?

  • To resend a user’s invitation email, click on “Add/Remove People” at the top of the project or team site.
  • It will then display all members name below in which you will have the option to “Send a link to log in”. We will send an email to the user who has not accepted your invitation. If they have accepted the invitation, the link will redirect them to a login page.
  • Status to see if users have accepted an invitation: the admin will receive a notification. Another way is to have users comment or wave at a welcome message.

Does Teamingway work offline? status?

  • Yes it does! Our mobile apps support offline sync, which means any work you do without internet connection on a phone or tablet will show up once you resume connection. Learn More Here.
  • The web version of TeamingWay does not currently support offline sync, but we’re working on it!

How do I create Goals

Watch demo video

Can you mark a goal complete?

Yes! If there are set dates, you can click the date on the card in order for it to appear as done. As you complete goals, progress is shown above to keep track of how much is done.

 

How do I use the schedule with my calendar? status?

  • Each goal, Team and Company HQ has its own Schedule. You can add individual events to the Schedule and notify other users about events. Dated to-do in that Project will also show up in the Schedule.
  • Once you are in the Schedule section, click “ Add another event” at the very top. You will have the option to name the event, not whether it is all day and what time it will occur. You can add particular users and notes, and you can also choose who to notify about this event. Click “ Post this event” at the bottom of the page when you are done.
  • To sync your Schedule events to an external calendar, click “ Add this Schedule to your Google Calendar, Outlook etc” just above the calendar grid. Keep in mind it is a one way sync, your Schedule items will appear in your external calendar, but items from that calendar will not show up in your schedule.

How to view my Current Plan?

TeamingWay will always tell you which plan you are using, as well current features being used and the date and amount of the next charge. If you credit from a lump sum payment, we will show that too. If you want to change your plan, click “ See plans and upgrade or downgrade”

How can I update my credit card information?

  • For your security and protection, TeamingWay only displays the last 4 digits of your credit card. Click “change your credit card and billing information” to make updates.

     

I no longer want to pay on a monthly basis, can I make a bulk payment? information?

We will charge you for your TeamingWay account on a monthly basis. Sometimes, though, it is not convenient to have a recurring monthly charge. Lump sum payments can help - we will make a bulk charge and add credit to your account. We withdraw from the balance each month and send you an invoice as a reminder. We will also let you know when the balance is running low.

 

Can I downgrade my account?

  • Of course. Just submit a request to our support team so we can start making the changes to your account.

     

What happens if i choose to Cancel, Delete or Close my Account?

  • We are sorry to hear you want to leave, we would love to know if there is anything we can do to continue working with you. If you are certain about closing the account.

    You can cancel an account at any time during your subscription. Only an admin of your account can close it. If you are sure you would like to cancel/delete should follow the steps below:

    • Click on your Account Profile
    • Once in the admin section, click on the billing option. You will be directed to an overview tab. From there click on “cancel my account”
    • Once you click on close my account, you will see a message asking you to confirm the cancellation of the account. This will state the final date on which you will have access to your account before it is closed.
    • Click on Cancel Account - you will see one final screen, offering you to freeze your account for 14 days. Freezing account will temporarily close access to your account and stops the timer on your subscription.
    • If you are certain you want to cancel, click cancel - this will cancel your account and block you from using the account on the next billing date.

What Happens to my Data if I cancel?

Once you cancel your subscription, you will be able to decide whether or not you would like to keep the data to access it later or if you would like to delete it. Currently, our policy is to keep all data available by default so that it will be available in case you would like to access. However, we can not guarantee that we will continue this practice, and we reverse the right to delete data from an inactive account at any time.

 

What Happens to the Billing Upon Cancellation?

Our refund policy allows for a refund for yearly or two - yearly plans that have been cancelled within 30 days of purchase. This does not apply to monthly plans. If a refund is requested, your account will be closed immediately upon request of refund and you will no longer have access.

Still receiving emails even after cancellation?

  • If you receive any emails after cancellation, please click “Unsubscribe” button at the bottom of email. This will prevent you from receiving any emails from us.

Why have I not received notifications for my goals?

Check account details to ensure notification settings are turned on, and to see if you have access to project plans. If problem persists, contact support@teamingway.com for assistance.

 

How come my screenshot is not working?

  • Teamingway allows for screen sharing on desktop, tablet and mobile devices. The admin and non admins have access to screen share, that is available through audio and video conferencing. Make sure the latest version of chrome is downloaded for better use.

Trying to video call, neither video or audio is working. How can I fix it?

  • Ensure computer settings give access to the platform to use.
  • Still not working: Check to make sure the latest version of chrome is running.
  • Check chrome settings to make sure exceptions are being managed.

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