| 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 |
|
| 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
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.
What is the Teamwork MCP server?
The Teamwork MCP server allows approved tools
and integrations to securely read and work
with Teamwork.com data using the Model Context
Protocol.
This setting is intended for advanced use
cases and integrations. It does not affect
standard TeamworkAI features used within the
product.
Will TeamworkAI features change over
time?
TeamworkAI is evolving. This overview will be
updated as new AI-powered features become
available.