TeamSync Pro – Technical User Guide

Version 3.2.1 | Last Updated: August 2025

Table of Contents

  1. Overview
  2. System Requirements
  3. Installation & Setup
  4. Getting Started
  5. Core Features
  6. Advanced Configuration
  7. API Integration
  8. Security & Permissions
  9. Troubleshooting
  10. Support

Overview

TeamSync Pro is a cloud-based project management and collaboration platform designed for technical teams. It provides real-time project tracking, automated workflow management, and seamless integration with development tools.

Key Features

  • Real-time Collaboration: Live document editing and instant messaging
  • Agile Project Management: Kanban boards, sprint planning, and burndown charts
  • DevOps Integration: Git repository sync, CI/CD pipeline monitoring
  • Advanced Analytics: Custom dashboards and automated reporting
  • Enterprise Security: SSO, role-based access control, and audit trails

System Requirements

Minimum Requirements

  • Browser: Chrome 90+, Firefox 88+, Safari 14+, Edge 90+
  • RAM: 4GB minimum, 8GB recommended
  • Internet: Broadband connection (minimum 10 Mbps)
  • Display: 1366×768 minimum resolution

Supported Integrations

  • Version Control: GitHub, GitLab, Bitbucket
  • CI/CD: Jenkins, GitHub Actions, Azure DevOps
  • Communication: Slack, Microsoft Teams, Discord
  • Cloud Storage: AWS S3, Google Drive, Dropbox

Installation & Setup

Initial Account Setup

  1. Navigate to Registration
    1. Visit https://app.teamsyncpro.com/signup
    1. Select organization type (Startup, Enterprise, Academic)
  2. Organization Configuration
  3. Organization Name: [Your Company]
  4. Industry: Software Development
  5. Team Size: [Select appropriate range]
  6. Primary Use Case: [Project Management/Development/Both]
  7. Admin User Creation
    1. Set administrator credentials
    1. Configure multi-factor authentication (recommended)
    1. Verify email address

Workspace Initialization

Step 1: Create Your First Project

# API method (optional)

curl -X POST https://api.teamsyncpro.com/v1/projects \

  -H “Authorization: Bearer YOUR_API_TOKEN” \

  -H “Content-Type: application/json” \

  -d ‘{

    “name”: “Project Alpha”,

    “description”: “Initial project setup”,

    “template”: “agile_development”

  }’

Step 2: Configure Team Structure

  1. Navigate to Settings > Team Management
  2. Create departments and roles
  3. Set permission levels per role
  4. Send team invitations

Getting Started

Dashboard Overview

The main dashboard provides a comprehensive view of your projects and team activity:

Navigation Structure:

├── Dashboard (Home)

├── Projects

│   ├── Active Projects

│   ├── Archived Projects

│   └── Templates

├── Tasks & Issues

├── Team

├── Reports & Analytics

└── Settings

Creating Your First Project

  1. Click “New Project” in the top navigation
  2. Select Project Type:
    1. Agile Development
    1. Waterfall
    1. Hybrid Approach
    1. Custom Template
  3. Configure Project Settings:
  4. Project Name: Mobile App v2.0
  5. Project Key: MAV2
  6. Lead: john.doe@company.com
  7. Start Date: 2025-09-01
  8. Target Completion: 2025-12-15
  9. Set Up Project Structure:
    1. Define epic categories
    1. Create initial sprint backlog
    1. Assign team members

Task Management Workflow

Creating Tasks

Title: [Descriptive task name]

Type: Story | Bug | Epic | Subtask

Priority: Critical | High | Medium | Low

Story Points: [Fibonacci scale: 1,2,3,5,8,13]

Assignee: [Team member]

Sprint: [Current/Future sprint]

Task Lifecycle

stateDiagram-v2

    [*] –> Backlog

    Backlog –> InProgress

    InProgress –> CodeReview

    CodeReview –> Testing

    Testing –> Done

    Testing –> InProgress : Failed Tests

    CodeReview –> InProgress : Needs Revision

    Done –> [*]

Core Features

1. Kanban Board Management

Board Configuration:

  • Columns: Customizable workflow stages
  • Swim Lanes: Organize by priority, assignee, or epic
  • WIP Limits: Prevent bottlenecks with work-in-progress limits

Card Information Display:

┌─────────────────────────────┐

│ TSP-123: User Authentication │

│ ──────────────────────────── │

│ Assignee: @sarah.dev        │

│ Points: 5 | Priority: High  │

│ Due: Aug 30, 2025          │

│ Tags: #security #backend    │

└─────────────────────────────┘

2. Sprint Planning Tools

Sprint Creation Process:

  1. Define sprint duration (1-4 weeks)
  2. Set sprint goals and objectives
  3. Estimate team capacity
  4. Select stories from backlog
  5. Validate sprint commitment

Velocity Tracking:

  • Historical velocity charts
  • Burndown/burnup visualization
  • Capacity vs. commitment analysis

3. Real-time Collaboration

Live Features:

  • Simultaneous document editing
  • Real-time cursor tracking
  • Instant comment notifications
  • Live video conferencing integration

Communication Tools:

@mention system: @username for notifications

#hashtags: #urgent #review #deployment

Emoji reactions: 👍 ❤️ 🚀 ⚠️ ✅

Advanced Configuration

Custom Workflows

Workflow Definition (YAML)

workflow_name: “Development_Workflow”

stages:

  – name: “Backlog”

    type: “initial”

    auto_assign: false

  – name: “In Progress”

    type: “active”

    wip_limit: 3

    required_fields: [“assignee”, “start_date”]

  – name: “Code Review”

    type: “review”

    auto_assign_reviewer: true

    merge_rules:

      – “at_least_one_approval”

      – “no_pending_changes”

  – name: “Testing”

    type: “validation”

    automated_tests: true

    deployment_gate: “staging”

  – name: “Done”

    type: “final”

    auto_notifications: [“assignee”, “reporter”, “watchers”]

transitions:

  – from: “Backlog”

    to: “In Progress”

    conditions: [“has_assignee”, “has_story_points”]

  – from: “Code Review”

    to: “Testing”

    conditions: [“approved_by_reviewer”, “ci_passed”]

Integration Setup

Git Repository Integration

  1. Navigate to Settings > Integrations
  2. Select Git Provider (GitHub/GitLab/Bitbucket)
  3. Authentication Setup:
  4. # Generate API token in your Git provider# Add webhook URL: https://hooks.teamsyncpro.com/git/{org_id}
  5. Configure Branch Mapping:
  6. {  “main”: “production”,  “develop”: “staging”,  “feature/*”: “development”}

CI/CD Pipeline Integration

# .teamsync.yml (place in repository root)

version: 1.0

project_key: “TSP”

branch_mapping:

  main: “production”

  develop: “staging”

notifications:

  build_success: [“#general”, “@project-lead”]

  build_failure: [“#dev-alerts”, “@assignee”]

auto_transitions:

  build_success: “move_to_testing”

  deployment_success: “move_to_done”

API Integration

Authentication

API Token Generation:

  1. Go to Profile > API Tokens
  2. Click “Generate New Token”
  3. Set permissions and expiration
  4. Copy token securely

Authentication Header:

Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9…

Common API Endpoints

Project Management

# Get all projects

GET /api/v1/projects

# Create new project

POST /api/v1/projects

{

  “name”: “Project Name”,

  “key”: “PROJ”,

  “description”: “Project description”,

  “template_id”: “agile_template”

}

# Update project

PUT /api/v1/projects/{project_id}

# Delete project

DELETE /api/v1/projects/{project_id}

Task Operations

# Get tasks with filters

GET /api/v1/tasks?assignee=user_id&status=in_progress&limit=50

# Create new task

POST /api/v1/tasks

{

  “title”: “Implement user authentication”,

  “description”: “Add OAuth 2.0 support”,

  “type”: “story”,

  “priority”: “high”,

  “story_points”: 8,

  “assignee_id”: “user_123”,

  “project_id”: “proj_456”

}

# Update task status

PATCH /api/v1/tasks/{task_id}

{

  “status”: “in_review”,

  “assignee_id”: “reviewer_789”

}

Webhooks Configuration

{

  “url”: “https://your-domain.com/webhook”,

  “events”: [

    “task.created”,

    “task.updated”,

    “task.completed”,

    “sprint.started”,

    “sprint.completed”

  ],

  “secret”: “your_webhook_secret”,

  “active”: true

}

Security & Permissions

Role-Based Access Control (RBAC)

Default Roles:

Administrator

├── Full system access

├── User management

├── Billing and subscription

└── Security configuration

Project Manager

├── Project creation/deletion

├── Team assignment

├── Sprint management

└── Reporting access

Developer

├── Task management

├── Code integration

├── Comment and collaboration

└── Time tracking

Viewer

├── Read-only access

├── Report viewing

└── Comment viewing

Security Configuration

Single Sign-On (SSO) Setup

  1. Navigate to Security > SSO Configuration
  2. Select Provider: SAML 2.0, OAuth 2.0, or OpenID Connect
  3. Configure Identity Provider:
  4. <!– SAML Configuration Example –><EntityDescriptor>  <IDPSSODescriptor>    <SingleSignOnService       Binding=”urn:oasis:names:tc:SAML:2.0:bindings:HTTP-Redirect”      Location=”https://your-idp.com/sso”/>  </IDPSSODescriptor></EntityDescriptor>

Multi-Factor Authentication (MFA)

  • TOTP Apps: Google Authenticator, Authy, 1Password
  • SMS Backup: Optional secondary method
  • Recovery Codes: One-time use backup codes

Audit Logging

{

  “timestamp”: “2025-08-25T10:30:00Z”,

  “user_id”: “user_123”,

  “action”: “project.created”,

  “resource”: “project_456”,

  “ip_address”: “192.168.1.100”,

  “user_agent”: “Mozilla/5.0…”,

  “result”: “success”

}

Troubleshooting

Common Issues

1. Login Problems

Symptom: Unable to access account Solutions:

  • Clear browser cache and cookies
  • Disable browser extensions
  • Check SSO configuration
  • Verify network connectivity

2. Sync Issues

Symptom: Git integration not updating Diagnostic Steps:

# Check webhook delivery

curl -X GET https://api.teamsyncpro.com/v1/webhooks/{webhook_id}/deliveries \

  -H “Authorization: Bearer YOUR_TOKEN”

# Verify repository access

curl -X GET https://api.teamsyncpro.com/v1/integrations/git/test \

  -H “Authorization: Bearer YOUR_TOKEN”

3. Performance Issues

Symptom: Slow page loading Optimization:

  • Enable browser caching
  • Reduce concurrent browser tabs
  • Check internet connection speed
  • Clear application cache

Error Codes Reference

CodeDescriptionResolution
AUTH001Invalid authentication tokenRegenerate API token
PROJ002Project not foundVerify project ID
PERM003Insufficient permissionsContact administrator
RATE004API rate limit exceededImplement exponential backoff
INT005Integration authentication failedReconfigure integration

Debug Mode

Enable Debug Logging:

  1. Add ?debug=true to any URL
  2. Open browser developer tools
  3. Check console for detailed logs
  4. Export logs for support team

Support

Documentation Resources

  • Knowledge Base: https://docs.teamsyncpro.com
  • API Documentation: https://api-docs.teamsyncpro.com
  • Video Tutorials: https://learn.teamsyncpro.com
  • Community Forum: https://community.teamsyncpro.com

Contact Information

  • Technical Support: support@teamsyncpro.com
  • Sales Inquiries: sales@teamsyncpro.com
  • Emergency Support: +1-800-TEAMSYNC
  • Live Chat: Available 24/7 in application

Support Ticket Template

Subject: [URGENT/HIGH/MEDIUM/LOW] Brief description

Environment:

– Browser: Chrome 116.0.5845.96

– OS: Windows 11 / macOS 13.4 / Ubuntu 22.04

– TeamSync Version: 3.2.1

Issue Description:

[Detailed description of the problem]

Steps to Reproduce:

1. [First step]

2. [Second step]

3. [Third step]

Expected Behavior:

[What should happen]

Actual Behavior:

[What actually happens]

Additional Information:

– Error messages (if any)

– Screenshots or screen recordings

– Console logs (if available)

Appendices

A. Keyboard Shortcuts

ActionWindows/LinuxmacOS
Create TaskCtrl + NCmd + N
Quick SearchCtrl + KCmd + K
Toggle SidebarCtrl + BCmd + B
Save ChangesCtrl + SCmd + S
UndoCtrl + ZCmd + Z
RedoCtrl + YCmd + Shift + Z

B. Configuration Files

Environment Variables:

TEAMSYNC_API_URL=https://api.teamsyncpro.com/v1

TEAMSYNC_WS_URL=wss://ws.teamsyncpro.com

TEAMSYNC_CDN_URL=https://cdn.teamsyncpro.com

TEAMSYNC_DEBUG=false

TEAMSYNC_TIMEOUT=30000

C. Migration Guide

From Competitor Platform:

  1. Export data from current platform
  2. Use TeamSync import wizard
  3. Map fields and relationships
  4. Validate imported data
  5. Train team on new workflows

© 2025 TeamSync Pro. All rights reserved. This document contains proprietary and confidential information.