How to access the Implementation Checklist?

How to use the Implementation Checklist

Implementing a new software tool within an organisation can be a complex process, but with our built-in checklist, we've made this a simple and streamlined process for you to follow.

What does the implementation checklist include?

The implementation checklist breaks down the configuration process for your organisation in Teamgage. This is your guide to choosing metrics, setting up users, creating teams and allocating metrics to each team before you go live. It includes:
  1. key milestones and tasks involved
  2. relevant setup guides for each step
  3. ability to assign activities to team members
  4. assign due dates on all implementation tasks 
  5. check off activities as you complete them
  6. upload required documents and files

Accessing the Implementation Checklist

  1. Log in to your Teamgage account (click here if you haven't before)
  2. Click on Implementation in your side navigation
  3. View your Implementation Checklist
You will need to have an Admin profile to access the Implementation Checklist. If you can't see Implementation or log in, please contact support@teamgage.com.

Here's what it looks like



How to use the checklist

  1. Familiarise yourself with the checklist. Before you begin implementation, take some time to familiarise yourself with the checklist. Understand the different sections, tasks and milestones. This will provide a clear overview of the entire implementation process. 
  2. Define roles and responsibilities. Assign specific tasks to team members based on their expertise and availability. Clearly communicate responsibilities to ensure a coordinated effort. 
  3. Set milestones and deadlines. Establish realistic milestones and deadlines for each task. This will create a structured timeline for the implementation process, allowing for better tracking and accountability. 
  4. Monitor progress. Regularly review the progress of each task on the checklist. Teamgage should provide status updates, allowing you to identify any delays or roadblocks early on. 


    • Related Articles

    • How do I Reset my Teamgage Password?

      If your Organisation uses Single Sign-On (SSO) with Teamgage you will not be able to reset your Password via Teamgage. Learn more about SOO here. If you have forgotten your Teamgage password, you can create a new one here. This will send a Password ...

    • How to log into Teamgage for the first time

      Once you are set up as a user in Teamgage you can use your email address to log in but you need to reset your password first. How to log in for the first time Go to Teamgage Homepage Click Sign in Enter your email address (this will be your work ...

    • I Can't Access My Team Huddle Results Dashboard?

      If you're having problems accessing your Huddle Results Dashboard, you can follow the below steps. How to access your team Huddle results dashboard Follow the link in your Teamgage notification or simply log into Teamgage using this think. Tip: check ...

    • Single-Sign-On (SSO) Login Issue - Access Denied

      Sometimes you may encounter an issue logging into Teamgage when you're using Single Sign-On (SSO) - learn more about using SSO with Teamgage. A few things to check Firstly, ensure the your organisation has setup SSO with Teamgage *Check with your ...

    • How to disable or reset Teamgage App for Slack

      You must be a Teamgage Administrator to complete this setup & you will need your Slack Workspace Admin's approval. After installation, you may enable and disable the integration at any time. The sections below also outline some basic troubleshooting ...