Within Teamwork, you can integrate your
account with Microsoft
Office.
Microsoft Office integration requirements
- You will need to have Windows 7 or newer
(Windows 10 is recommended).
- The add-in can be used with MS Office 2013
or newer. Office 365 Desktop installation
is supported.
- You will also need Microsoft .Net 4.6
installed which is usually part of Windows
Update.
- The Microsoft Office Add-In is available
on Pro/Deliver plan and higher.
- The Microsoft Project Add-in is available
on Premium/Grow and Scale plans.
To install the add-in, click your
profile avatar in the bottom left of your site and select My Apps from the pop-out menu.
In the Apps tab of your profile, scroll to the option for Teamwork Office Add-in. Click the Windows button to
begin the setup and follow any prompts to
complete the installation process.
When you start Microsoft Outlook, Word, Excel or
PowerPoint for the first time after installing
the add-in, you will see an
additional Teamwork tab has
been added to the ribbon menu at the top of
the application.
Clicking Open Teamwork will open on
the right hand side of the application where
you can log in with your username and
password for the Teamwork site you would like
to connect.
Once logged in, you can access the
integration options via the Teamwork window or
the Teamwork tab in the ribbon menu.
For more information, see: Using the Teamwork Add-In
in Microsoft Word