Using the Implementation Checklist

Using the Implementation Checklist

The Teamgage Implementation Checklist is designed to make setting up your organisation as simple and structured as possible. Rolling out a new tool can feel complex, but our built-in checklist breaks the process down into clear, manageable steps so you can move confidently towards go-live.

What's Included In The Checklist?

The Implementation Checklist guides you through each stage of configuration, including:
  1. Key milestones and tasks to complete
  2. Links to relevant setup guides at each step
  3. Ability to assign activities to team members
  4. Due dates for all tasks
  5. Tick-off tracking as you complete activities
  6. Uploads for required documents and files
This ensures that every step, from choosing metrics to creating teams, has a clear owner, deadline and supporting resources. 

Accessing the Implementation Checklist

  1. Log in to your Teamgage account (click here if it's your first time)
  2. In the side navigation, select Implementation
  3. Your checklist will appear, ready to guide you through setup
Alert
You'll need an Admin profile to access the checklist. If you can't see Implementation, or you can't login  please contact support@teamgage.com.

Here's what it looks like

How To Use The Checklist Effectively 

  1. Familiarise yourself - Review the checklist before starting to understand the sections, tasks, and milestones. This gives you a clear picture of the full journey
  2. Assign responsibilities – Allocate tasks to the right people based on expertise and availability. Make sure expectations are clear.
  3. Set milestones and deadlines – Agree on realistic timelines to create structure, accountability, and momentum.
  4. Track progress – Use the checklist to monitor completion, upload files, and keep an eye out for delays or roadblocks early.


    • Related Articles

    • Slack Notification Setup

      Set up an integration between Teamgage and Slack so notifications are delivered via Slack workspace instead of email. You must be a Teamgage Administrator to complete this setup, including Slack Workspace Admin access. How To Install The Slack ...

    • Azure AD Single Sign-On (SSO) Setup Guide

      The Azure Active Directory (Azure AD) integration for Teamgage allows your employees to log in seamlessly using Single Sign-On (SSO). With SSO, users can access Teamgage with one click, using their existing work credentials. You can choose to enable: ...

    • Azure AD Setup Guide (Single Sign-On & Microsoft Teams Integration)

      The Azure Active Directory (Azure AD) integration with Microsoft Teams for Teamgage allows seamless access and engagement. With Single Sign-On (SSO), employees can log in with one click using their existing work credentials. Once connected, they can ...

    • How To Change The Huddle Dashboard Metric Set

      You can adjust which Metric Set is displayed in your Huddle Dashboard. This is useful if your team has recently updated metric sets or if you want to review historical results using a different set. How To Change The Metric Set Open your Team’s ...

    • Edit a Huddle Metric Set

      You will need to have an Admin profile to access the Users section of Teamgage. If you can't see Users speak to your Teamgage Admin or contact our Support Team (support@teamgage.com). Once you've created a metric set and assigned it to team, those ...