Introduction to Teralo

One pass across the whole platform. Sixteen lessons, none longer than six minutes, each standing on its own.

16 lessons 74 minutes

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  1. What Teralo is The shape of the product in three minutes: projects, organisations, and people. 3 min
  2. Signing in, and your dashboard Getting in for the first time, and reading the screen you land on. 4 min
  3. Organisations, projects and guests Who owns a project, who is invited to it, and what each side sees. 5 min
  4. The sidebar: how the tools are grouped Four groups, forty tools, and how to find the one you want. 4 min
  5. Registers and the data table The one screen that repeats across every tool, learned once. 6 min
  6. Filters, grouping and saved views Cutting a register down to what matters, and keeping that view for tomorrow. 5 min
  7. Directory The companies and people on a project, and how they get added. 5 min
  8. Documents Folders, uploads, versions, and opening a drawing without downloading it. 6 min
  9. Mail Correspondence that carries a reference number and stays with the project. 5 min
  10. Contracts and progress claims A subcontract, the work claimed against it, and the payment certified. 6 min
  11. Procurement Packaging work, inviting prices, comparing them, and awarding. 5 min
  12. Inspections Running a checklist against a location, and closing out what it finds. 4 min
  13. Program and bookings The schedule, and booking the crane you need to hit it. 4 min
  14. Approval workflows Why a record says awaiting approval, and who it is waiting on. 4 min
  15. My Items and notifications Everything waiting on you, and how Teralo tells you about it. 3 min
  16. Global search and AI Chat Finding a record you half remember, and asking a question instead. 5 min