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Microsoft Office Add-in
Before you start The Microsoft Office add-in is available for: Microsoft Office Excel Microsoft Office Outlook Microsoft Office PowerPoint Microsoft Office Publisher Microsoft Office Word Requirements
Using the Microsoft Outlook Add-in
Within Microsoft Outlook, you can add tasks and files to your projects using the Teamwork.com add-in.
Microsoft Teams Integration
When If your team is using Microsoft Teams and Teamwork.com. What View and interact with your Teamwork.com projects in Microsoft Teams using tabs.
Setting Up Teamwork.com SSO in Microsoft Azure
Using the integration with Microsoft Azure Active Directory (AD), you can: Control who has access to Teamwork.com via Azure AD.
Microsoft Teams Automations
When If you are using Microsoft Teams and Teamwork.com.
Import or Export Projects via Microsoft Project
Within Microsoft Project, you can import and export projects using the Microsoft Office add-in .
Import Tasks from Microsoft Excel
What Import task lists and tasks to your projects from Microsoft Excel. Why Save time and reduce the risk of manual data entry errors. Transfer large amounts of data in bulk.
Add iCal Feeds in My Calendar
Outlook, Apple) directly in My Calendar. Why View external calendar events in one place. Plan and prioritize holistically with clear visibility over all aspects of your schedule.
Create and Add to Portfolio Boards
Get a high level view of multiple projects at once and quickly see how they're progressing. Who Site admins (in the owner company) can create and manage Portfolio boards, columns, and triggers.
Using the Quick Add Menu in the Teamwork.com Android App
Within the Teamwork.com Android app, you can quickly add new project items from anywhere in the app. Press the blue + button in the bottom right hand corner.
Using the Quick Add Menu in the Teamwork.com iOS App
Within the Teamwork.com iOS app, you can quickly add new project items from anywhere in the app. Press the + icon in the main navigation bar at the bottom of the app to open the quick add menu.
Creating and Managing Events in the Calendar
To view the Calendar , select the More option in the main navigation menu on the left of your site and choose Calendar from the pop-out menu.
Create and Populate Tasks in Board View
Cards vs tasks Tasks are the actual work item you create to manage work in Teamwork.com. Tasks can be viewed in List, Table, Gantt, and Board views.
Allocate and Manage Resources in the Schedule
Only users with allocations in the current period are shown by default under each project. People: Timeline showing all people and their existing allocations across their projects.
Track and Manage Time in My Timesheet
View Best for Options Sheet view Managing time in a structured project and task list. Week or month. Calendar view Reviewing and logging time by date in a calendar layout.
Working with SharePoint Files in Your Projects
A Global Microsoft 365 administrator is required to enable their company SharePoint account in Teamwork.com's site settings.
Adding Contacts in the People Area
To add a new contact, select the More option in the main navigation menu on the left of your site and choose People from the pop-out menu.
Completing and Reopening Tasks in List View
Within Teamwork.com, you can complete and reopen tasks at any stage. Completing tasks Once a task has been created, you will have the option to mark it as complete.
Add a Quote
What Add quotes in Teamwork.com to outline scope, costs, and pricing for client work, with line items for tasks, allocations, expenses, and custom work.
Add a Link
✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
Set Up Teamwork.com SSO in AD FS Management Portal
You can purchase the add-on in addition to your main Teamwork.com subscription .
Add a Message
They stay in one area, are a way to provide project-related updates, and make it easy to go back and find information when you need it. Unlike a certain other communication tool ~ email!
Teamwork Spaces Add-on
Who Site admins in the owner company (in Teamwork.com) can manage the subscription add-ons for a Teamwork.com site.
Autosave in Teamwork.com
Within Teamwork.com, there is an inbuilt auto-save feature on messages and notebooks. When you add content to a notebook or message, your changes will be saved automatically when you stop typing.
Working with the WYSIWYG Editor in Messages and Comments
Within Teamwork.com, you can use the WYSIWYG (what you see is what you get) editor for messages and comments. Messages Clear formatting Formats.