| What | TeamworkAI provides in-product AI assistance in Teamwork.com to help with common workflows such as writing, summaries, project and task setup, filtering, scheduling support, utilization review, expense processing, and forecasting insights. |
|---|---|
| Why | To reduce manual effort and help you move faster with suggestions and summaries you can review and apply. |
| Who |
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| When | When working in areas of Teamwork.com where TeamworkAI features are available, such as tasks, projects, filters, planning views, reporting, or finance tools. |
TeamworkAI
TeamworkAI is built directly into Teamwork.com and works within your existing projects, tasks, and reports. It uses your live project data to provide contextual suggestions and summaries inside the product, without requiring external tools.
- What it helps with: Writing and editing content, summarizing activity, breaking work into tasks, and supporting planning decisions.
- Where it appears: Directly inside tasks, comments, projects, filters, and planning views in Teamwork.com.
- How it works: Provides suggestions and summaries you can review and apply. You review AI output before using it.
TeamworkAI is a set of AI features built into Teamwork.com. These features are optional and can be managed by site admins in Settings > AI.
AI teammates (coming soon)
AI teammates extend TeamworkAI with guided, assistant-style experiences focused on specific areas of work.
Each AI teammate focuses on a specific area of work, helping surface relevant summaries, insights, and guidance based on what you are working on.
- Scout focuses on helping you stay up to date and oriented as work changes.
- Flo focuses on supporting project-level visibility and day-to-day project management activities.
AI teammates build on existing TeamworkAI features by providing a more conversational way to access AI assistance, while you remain in control of decisions and actions.
Available TeamworkAI features
TeamworkAI includes a set of focused AI features that appear in different areas of Teamwork.com depending on the work you are doing.
The sections below describe each available TeamworkAI feature, where it appears, and when it is most useful.
Text editor
Best for: Drafting and improving written content without leaving your workflow.
Provides writing assistance in supported editors across Teamwork.com, such as drafting content, brainstorming ideas, creating outlines, improving clarity, and checking spelling and grammar.
Best used when
- You are writing or editing task descriptions, comments, updates, or other content.
- You want help improving clarity, tone, spelling, grammar, or structure.
- You want to draft or refine text faster without leaving your workflow.
Comments summary
Best for: Catching up quickly on long or active comment threads.
Generates a summary of comments on a task, highlighting key context and recent updates so you can catch up faster.
Best used when
- You are returning to a task with many comments.
- You want a quick overview of recent discussion before replying.
- You need context without reading every message in the thread.
Task summary
Best for: Getting a quick snapshot of a task’s details, progress, and key information.
Provides a concise summary of task details and recent activity, helping you understand status and context without scanning the full task history.
Best used when
- You are revisiting a task after time away.
- You want to understand progress at a glance.
- You are reviewing multiple tasks and need quick context.
Task wizard
Best for: Turning a short brief into a structured set of tasks or subtasks.
Helps break work down into actionable steps by generating task or subtask ideas from a short description, directly within Teamwork.com.
Best used when
- You are starting from a high-level request and need a clearer task breakdown.
- You want help identifying the steps needed to complete a piece of work.
- You want a faster starting point without manually creating every task.
Project wizard
Best for: Getting a new project ready to work from a short description.
Creates a structured project starting point inside Teamwork.com based on a short project description, helping you begin work without setting everything up manually.
Best used when
- You are creating a new client or internal project.
- You want a consistent starting structure for similar projects.
- You want to avoid starting from a blank project.
Task filter
Best for: Finding relevant tasks quickly using natural language.
Builds task filters from natural language requests, so you can get to the right set of tasks without manually creating or adjusting complex filters.
Best used when
- You are working with large task lists.
- You need fast visibility into priorities.
- You want answers without navigating filter menus.
Smart scheduling
Best for: Assigning and scheduling planned work with added context about availability and role fit.
Suggests how work can be scheduled and assigned based on role and availability, helping you make informed assignment decisions when working with allocations.
Where it lives
- Planning > Schedule > Projects tab (when working with allocations).
- Use it to convert a placeholder resource (for example, “Designer”) into a specific person.
Best used when
- You know a role is needed but have not decided who should do the work yet.
- You want to balance assignments based on availability.
- You want more context before confirming the final assignee.
Utilization summary
Best for: Reviewing how team time is allocated at a high level.
Summarizes how time is split between billable and non-billable work, highlighting over-capacity, underutilized, or unassigned resources to support planning discussions.
Best used when
- You are reviewing team capacity.
- You are preparing for planning or resourcing discussions.
- You want a high-level utilization snapshot.
Forecasting
Best for: Getting early visibility into projected revenue, cost, and profit trends using historical data.
Adds an AI-powered forecast layer to the Profitability report so you can anticipate future performance and adjust earlier without manual forecasting.
Where it lives
- Reports > Profitability report (enable the AI Forecast toggle).
Expenses
Best for: Reducing manual effort when submitting and reviewing expenses.
Automatically extracts and categorizes expense information from uploaded receipt images, helping speed up expense entry and improve consistency.
Best used when
- You are uploading receipts as part of expense tracking.
- You want key expense details captured without manual data entry.
- You want more consistent categorization of expenses.
Frequently asked questions
Is TeamworkAI a separate product?
No. TeamworkAI features are built into Teamwork.com and are available within the existing product experience on supported plans.
Does TeamworkAI automatically make changes to my projects?
TeamworkAI provides suggestions and summaries that you can review before using. How AI output is applied depends on the feature and the workflow you are working in.
How do I enable or disable TeamworkAI features for my site?
Site admins can enable or disable AI features for the site in Settings > AI. Some AI features can also be managed individually within the AI settings area. Available options depend on your plan and the feature areas included in your plan.
Do I need special setup to use TeamworkAI?
No additional setup is required. TeamworkAI features appear where relevant in Teamwork.com when they are enabled for your site.
Will TeamworkAI features change over time?
TeamworkAI is evolving. This overview will be updated as new AI-powered features become available.