Teamwork.com
Submit a Request

Knowledge Base

All Articles
Getting Started
Using Teamwork.com
- Home
- Time Tracking
- Projects
  - Automations
- Planning
  - Workload
  - Schedule
  - Overview
  - Portfolio
  - Chart
- Reports
- Proofs
- Everything
- Calendar
- People
  - People
  - Teams
  - Clients
  - Companies
  - Statuses
- Your Profile
- Search
- Project Switch
- Quick Add
- Notifications
- Advanced
- Workflows
Working with Your Projects
- Dashboard
- Tasks
- Table View
- Board View
- Gantt
- Milestones
- Time
- Billing
- Project Budgets
- Forms
- Files
- Messages
- Comments
- Notebooks
- Risks
- Links
- People
- Privacy
- Filtering
- Project Settings
- Project Reports
- Project Options
- Project Templates
Integrations
Teamwork.com Tips
Teamwork.com Settings
- General Settings
- Logo
- Templates
- Color Theme
- Single Sign-on (SSO)
- Custom Fields
- Integrations
- Import
- Export
- Email
- Webhooks
- Tags
Planning and Managing Work
Pricing and Billing
Agency & Professional Services
Glossary
Working as a Team
Security
Technical
Enterprise
Teamwork.com Beta Program
Guides

All Articles

Inviting People to Your Teamwork.com Site
My Calendar
New Tasks List View
Projects List View
Tasks
New Task Details View
Teamwork.com User License Types
Use Time Blocks in My Calendar
Google Calendar Integration
User Permissions and Access
Resolve Email Notification Issues
Logging Time via Email
Working with Repeating Tasks
Manage User Project Permissions
Using the Teamwork.com Desktop App
Create a Task in New List View
Categories
Create and Manage Board View Columns
Risks
Site
Create and Populate Tasks in Board View
Manage Tasks in Board View
Import Tasks from Microsoft Excel
Links
Companies - Owner and External
Events
Gantt Chart
Observers
Project Administrators
Site Administrators
Tags
Create a Project
Create a Task in Table View
Edit and Export Invoices
QuickBooks Online Advanced
Using Table View for Tasks
Adding People to a Project
Create a Task List
View, Edit, and, Delete Portfolio Boards
Adding Tasks in List View
Portfolio Triggers
Add a Message
Client Users
QuickBooks Online Basic
Track Time with Timers
Updating Your Own and Other Users' Profile Preferences
Uploading Files in the Files Area
Creating a Notebook
Create an Invoice
Board Column Automations
Changing General Project Settings
Project Notification Settings
Salesforce Integration
Formula Custom Fields
My Work Table View
Utilization Report
Financial and Utilization Insights Report
Copying a Project
Switching Quickly Between Projects
Importing Users and Contacts
Roles
Using the My Work List View
Enabling the SharePoint Integration for Your Site
Enabling the SharePoint Integration for a Project
Working with SharePoint Files in Your Projects
Agency Quick Start Guide
Task Lists
Comments
People
Time Tracking Introduction
Files
Messages
Milestones
Projects
Filtering - An Overview
Project Template Privacy
Asana Importer
Basecamp Importer
Everything - All Active Tasks Filtering
Everything - All Completed Tasks Filtering
Everything - Comments Filtering
Everything - Files Filtering
Everything - Links Filtering
Everything - Messages Filtering
Everything - Notebooks Filtering
Everything Section - All Options
Filtering - Editing Saved Filters
Filtering - Projects List View
Filtering - Shortcuts
Integration Options
People Filtering - Completed Tasks
People Filtering - Projects
People Filtering - Tasks
Project Filtering - Files
Project Filtering - Links
Project Filtering - Messages
Project Filtering - Notebooks
Project Filtering - Tasks List View
Saving Filters
Setting Privacy on Task Lists
Task List Options
Google Drive File Access Options
Reordering Task Lists in List View
Setting & Managing Task Dependencies
Sharing a Saved Filter at Project Level
Sharing a Saved Filter at Site Level
Subscribing to a Webinar
Calendar
Filter the Calendar
Managing Tasks in the Calendar
Associating a Calendar Event with a Project
Managing the Privacy of Events in the Calendar
Creating and Managing Events in the Calendar
Create an iCal Feed from Teamwork.com to Your iPhone Calendar
Create an iCal Feed from Teamwork.com to Google Calendar
Choosing Options for Your Calendar iCal Feed
Adding a Message to the Dashboards Area
Adding SMS, Email, and Mobile Push Reminders for Events
Bulk Editing Tasks
Changing the Site Owner
Completing and Reopening Tasks in List View
Creating a Task for Multiple Users
Editing a Notebook
Editing Post via Email Addresses
Exporting an Invoice to Xero Online
Gantt Chart Settings
Locating Your API Key
Moving or Copying Files
Setting Default Projects for New Users
Skipping Weekends Within the Gantt Chart
Update Your Subscription Payment Details
Viewing Links Across All Projects
View the Calendar
Completing a Task List
Converting Tasks to Subtasks
Enabling the Google Team Drive Integration
Manage Files on Tasks
Moving a Message
Reassigning Tasks When Removing a User from a Project
Wrike Importer
Company - Projects Filtering
Tag Options
Updating the From Address Format for Email Notifications
Managing Similar Messages
Managing Forwarded Messages
Viewing Failed Email Logs
Creating Task Dependencies in the Gantt Chart
Custom Ordering Saved Filters
Disabling Status Update Emails
Using Your Site Logo in Outbound Teamwork.com Email Notifications
Enabling Comments at Project Level
Setting Privacy on Tasks
Add a Site Administrator
Commenting on Items
Copying an Archived Project
Creating a New Google Document Through Teamwork.com
Creating Tasks via Email
Hierarchy of Information in Teamwork.com
Managing Links on a Project
Quickly Inviting Multiple People to Your Site
Reducing Project Email Notifications
Replying to Project Message Notifications via Email
Set Up Teamwork.com SSO in OneLogin
Setting Recurring Task Reminders
Trello Importer
Updating User Contact Details
Using Status Updates
Using the Instabug Integration for Teamwork.com
Teamwork.com Referral Program
Updating Your Status via Email
Setting and Editing Privacy on Files
Setting Privacy on Links
Setting Privacy on Messages
Setting Privacy on Milestones
Setting Privacy on Notebooks
Activity Filtering
Add a Custom Logo to a Form
Add a Link
Add iCal Feeds in My Calendar
Add Tags to Tracked Time
Adding a Custom Message to Invite Emails
Adding a Link via Email
Adding a Message via Email
Adding a Message via the Quick Add Menu
Adding a Project Announcement
Adding a Project Logo
Adding a Project Team
Adding a Project Update via the Quick Add Menu
Adding a Project via the Quick Add Menu
Adding a Site Logo
Adding a Subteam
Adding a Team
Adding an Event via the Quick Add Menu
Adding Contacts in the People Area
Adding Extra Email Addresses
Adding Files via Email
Adding Followers to Project Items
Adding Observers to a Project
Adding or Editing a Company
Adding or Updating a User's Company
Adding People to a Project via the Quick Add Menu
Adding Project Updates
Adding Task Reminders
Adding Tasks and Unavailable Time to the Workload Planner
Adding Tasks via the Quick Add Menu
Adding Teamwork Chat Video to Your Subscription
Adding Unplanned Tasks to the Workload
Adding Users
Advanced Dashboards
Allocate and Manage Resources in the Schedule
Archiving a Project
Archiving Messages
Automations - Supported Actions
Automations - Supported Conditions
Automations - Supported Triggers
Autosave in Teamwork.com
Backups and Storage
Board View Triggers
Bulk Edit Permissions for Managing People
Bulk Editing Subtasks
Bulk Editing Tasks Across Multiple Projects
Bulk Editing Tasks in a Task List
Bulk Editing Tasks via the Tasks Breakdown View
Bulk Manage Users and Permissions
Bulk Managing Companies
Bulk Managing Teams
Cancel or Delete Your Account
Change Your Site's Color Theme
Changing Dates of Tasks with Dependencies
Changing Dates of Tasks with Dependencies in the Gantt Chart
Changing the Address (URL) of Your Teamwork.com Site
Changing the Creator of a Task
Changing Your Email Address
Changing Your Language and Localization Settings
Changing Your Password
Choosing a Project Owner
ClickUp Importer
Client Overview Tab
Clients View
Collaborators
Collapsing and Expanding Subtasks
Collapsing and Expanding Task Lists
Company Timesheet
Completed Projects
Completing a Project
Completing and Reopening Tasks via Email
Connect Client Emails
Connect Teamwork.com to Memtime
Connecting Teamwork.com to Make
Connecting Teamwork.com to Userback
Connecting Your Teamwork.com Account to Numerics
Connecting Your Teamwork.com Account to Sentry
Connecting Your Teamwork.com Account to SoftSync
Connecting Your Teamwork.com Account to Unito
Connecting Your Teamwork.com Account to Zapier
Copying or Moving a Task
Create a Custom Report
Create a Form
Create a Project from a Template
Create a Proof
Create an App in the Teamwork.com Developer Portal
Create an Expense on a Project
Create an iCal Feed from Teamwork.com to Outlook
Create and Add to Portfolio Boards
Create and Manage Custom Fields
Create and Manage Project Templates
Create and Manage Workflows
Create Automations
Create Task Templates
Creating a Login Form on Your Website or Intranet
Creating a Notebook (Beta)
Creating a Notebook via Email
Creating a Ticket on a Task
Creating and Managing Allocations (Legacy)
Creating and Modifying Project Items via Email
Creating and Using Shortcuts
Creating Custom Reports via Easy Insight
Creating Project Items Using Zapier
Creating Recurring Events
Creating Tables in Notebooks
Creating Tasks via Marker.io
Customizing and Sharing Table Views for Tasks
Customizing Project Features and Navigation
Customizing Project Summary Settings
Customizing Your Dashboards
Default Project Permissions for New Users
Deleting a Company
Deleting a Notebook
Deleting a Project
Deleting a User from Your Site
Deleting Files
Detaching a File from a Task
Disabling Direct File Uploads on Your Site
Disabling Teamwork.com Branding
Disabling the Xero Integration
Downgrading a Standard User to a Collaborator
Downgrading a User to a Contact
Downloading a Copy of a Notebook
Downloading a Message
Downloading the Teamwork.com Mobile App
Editing a Notebook (Beta)
Editing a Task
Editing a Team
Editing and Deleting Tags
Editing Event Types
Editing File Privacy
Editing Files Using the Teamwork.com Document Editor
Editing or Deleting Messages
Editing Project Details
Editing Tasks in Table View
Editing Tasks via the Tasks Breakdown View
Editing the Name of a Project
Enabling a Chat Channel for Your Project
Enabling Box.com on Your Projects
Enabling Box.com on Your Site
Enabling Custom CSS for Your Site
Enabling Desktop Alerts
Enabling SSO for Your Site
Enabling Teamwork Chat for Your Site
Enabling Teamwork Desk for Your Site
Enabling Teamwork Spaces for Your Site
Enabling the Dropbox Integration on Your Projects
Enabling the Dropbox Integration on Your Site
Enabling the Easy Insight Integration
Enabling the Float Integration
Enabling the FreshBooks Integration for Your Site
Enabling the Google Drive Integration on Your Projects
Enabling the Google Drive Integration on Your Site
Enabling the Google Sign In Integration
Enabling the Harvest Integration on a Project
Enabling the Harvest Integration on Your Site
Enabling the LambdaTest Integration
Enabling the Marker.io Integration
Enabling the OneDrive for Business Integration on Your Projects
Enabling the OneDrive Integration on Your Site
Enabling the OneDrive Personal Integration on Your Projects
Enabling the Teamwork.com Document Editor
Enabling the Xero Integration
Enabling the Ybug Integration
Enabling Two Way Sync with Easy Insight
Enabling Your Daily Report Email
Enterprise Sandbox Account
Estimated Time
EU Hosting
Exclude Weekends
Exporting a Project List by Category
Exporting an Invoice to a Xero File
Exporting an Invoice to Blinksale Classic
Exporting an Invoice to FreshBooks
Exporting an Invoice to FreshBooks Classic
Exporting the Gantt Chart
Exporting to Google Sheets
Exporting Users to Excel
File Size and Storage Limits
Filtering Tasks by Desk Ticket
Filtering the Updates Showing in the Notification Bell
Fixed Fee Project Budgets
Form Task Field Mapping
General Site Settings
Generating a MySQL Backup of Your Content
Generating a Project Report
Generating an Activity Report for Your Projects
Generating Task List Reports
Generating Task List Time Reports
Getting Started as a Collaborator in Teamwork.com
Getting Started as a Site Administrator in Teamwork.com
Getting Started as a Standard User in Teamwork.com
Getting Started with Teams
HTTP Request Automations
HubSpot Automations
Impersonate a User
Import or Export Projects via Microsoft Project
Installing the TaskReviewer Chrome Extension
Installing the Teamwork.com Document Editor
Installing the Teamwork.com Extension in Visual Studio Code
Integrating with Yoxel
Integration Partner System Requirements
Interacting with Tasks via Email
Interacting with the Project Options Menu
Link Multiple Teamwork.com Accounts
Linking Files from Integrated Storage Accounts to Your Projects
Locking a File in a Project
Locking a Notebook
Log Time in the Teamwork.com Mobile App
Logging Time to Harvest
Manage Automations
Manage Forms
Manage Project Email Notifications
Manage Task Templates
Manage Tasks in New List View
Manage Tracked Time
Manage User Profile Permissions
Manage Your Teamwork.com Subscription
Managing Capacity in the Workload
Managing Forwarded Emails
Managing Linked Files
Managing Multiple Files
Managing Project Specific Tags
Managing Tags
Managing Your Marker.io Destinations
Markdown
Microsoft Office Add-in
Microsoft Teams Automations
Microsoft Teams Integration
Monday.com Importer
Moving a Task to Another Task List
Moving or Copying a Notebook to Another Project
Moving or Copying a Task List
Moving Projects Between Sites
My Projects Filtering
My Timesheet Calendar View
My Timesheet Sheet View
Navigate the Schedule
Navigating Teamwork.com
Navigating the Teamwork.com Android App
Navigating the Teamwork.com iOS App
Notebook Versioning
Notebook Versioning (Beta)
Notes About Our Security Protocols
Notifications Are Not Showing for My Site
Percentage Complete Calculation for Task Lists on the Gantt Chart
Personal Inbox Items
Personal Tasks
Pinning a Task List Open
Previewing Uploaded Videos
Printing a Task List
Profile Filtering - Events
Profitability Report
Project Budget Expenses
Project Budgets Introduction
Project Filtering - Comments
Project Filtering - Task List Level
Project Profitability
Projects Chart View
Proof Notifications
Purchase a Teamwork.com Subscription
Quickly Adding Subtasks
Quickly Assigning Tasks to a Person, Team, or Company
Quickly Editing a Task Description
Quickly Viewing All of Your Tasks
Quickly Viewing the Company Details for a Project
Reacting to Project Items
Reassigning Tasks & Milestones
Receiving Email Notifications for Task Updates
Reconnecting the Google Drive Integration
Removing the Legacy Teamwork.com Sentry Integration
Renaming a File
Reordering Tasks in Table View
Replying to Messages and Comments from Your Email
Reporting Options for Teamwork.com
Requesting a Project Update
Resending a User Invite
Resetting a User's Password via Invites
Resolve Budget Conflicts
Resolving Notification Delays on an Android Device
Resource Schedule Introduction
Resource Scheduling Overview (Legacy)
Restoring Deleted Users and Contacts
Retainer Project Budgets
Review and Approve Proofs
Reviewing Your Unread Messages and Comments
Scheduled Reports
Search and Command Center
Set Billable Time Defaults
Set Up Teamwork.com SSO in AD FS Management Portal
Set Up Teamwork.com SSO with Duo
Setting a Default User for Items Created via Email
Setting and Managing Unavailable Time in the Schedule (Legacy)
Setting Cross Project Dependencies
Setting Defaults for Tasks in a Task List
Setting Defaults from an Existing Task
Setting Project Health
Setting Start and End Dates on a Project
Setting Task and Milestone Permissions
Setting up Teamwork.com SSO in Google Workspace
Setting Up Teamwork.com SSO in Microsoft Azure
Setting Up Teamwork.com SSO in Okta
Share File Links
Sharing an Unsaved Filter at Project Level
Sharing an Unsaved Filter at Site Level
Sharing Dashboards
Single Sign-on (SSO) Overview
Slack Automations
Slack Integration Setup
SoftSync Synchronization Setup
Sorting Files by Date
Sorting Task Lists
Sorting Tasks Within a Task List
Splitting a Reply into a New Message
Starting a Conversation with Another User
Supported Browsers to Use with Teamwork.com
Sync Project Data to HubSpot Objects
Tag Settings
Tagging Items
Task Completed Email Notification Settings
Task List Budgets
Tasks Board View (New)
Teams Feature Breakdown
Teamwork Chat Automations
Teamwork Spaces Add-on
Teamwork.com Advanced Security Add-on
Teamwork.com AI Assistant
Teamwork.com API - Postman Collections
Teamwork.com Beta Program
Teamwork.com Beta Program - Clock In/Out
Teamwork.com Beta Program - Gantt Chart Overhaul
Teamwork.com Beta Program - My Boards
Teamwork.com Chrome Extension
Teamwork.com Developer Portal Overview
Teamwork.com Feature Comparison
Teamwork.com File Servers
Teamwork.com HubSpot App
Teamwork.com Timer App
Teamwork.com Zap Options
Tentative Projects
Time and Materials Project Budgets
Time Approvals
Time Reminders
Time Report
Track and Manage Time in My Timesheet
Track Time Against Tasks and Projects
Two-factor Authentication
Unavailable Time
Understanding Automations Permissions and Restrictions
Understanding Project Statuses
Updating Your Profile Image
Updating Your Working Hours
Upgrading a Collaborator to a Standard User
Upgrading a Contact to a Collaborator
Upgrading a Contact to a User
Upload a New Proof Version
Uploading a Company Logo
Uploading and Viewing Versions of a File
Uploading Files Directly to Your Integrated Storage Apps
Use a Custom Domain for Your Site
Use Conditional Logic in Forms
Use Custom Fields
Use File Attachments with Forms
Use Task Templates
Use the Memtime Integration
Use the Planning Overview
User Rates
Using Code Samples
Using Commands in Email Replies to Comments
Using Dashboard Burndown Panels
Using Embedded Teamwork Chat
Using Filters in Reports
Using Keyboard Shortcuts
Using Project Activity Digest Panels
Using Project Budget Panels
Using Project Health Reports
Using Shortcodes to Update Tasks
Using Tasks Breakdown Panels
Using Templates and Default Settings for Your Site
Using the ChurnZero Integration
Using the Float Integration
Using the Gmail Add-on
Using the Gmail Add-on on iOS
Using the Google Docs Add-on
Using the Google Sheets Add-on
Using the LambdaTest Integration
Using the Make Integration
Using the Microsoft Outlook Add-in
Using the Notification Bell
Using the Numerics Integration
Using the Planned vs Actual Milestones Report
Using the Planned vs Actual Tasks Report
Using the Product Switcher
Using the Quick Add Menu
Using the Quick Add Menu in the Teamwork.com Android App
Using the Quick Add Menu in the Teamwork.com iOS App
Using the Sentry Integration
Using the Task Details View in Table View
Using the TaskReviewer Integration
Using the Teamwork.com Developer Portal to Build an Integration
Using the Teamwork.com Extension in Visual Studio Code
Using the Unito Integration
Using the Userback Integration
Using the Workload Planner
Using the Ybug Integration
Using Your Personal Inbox
View and Manage Proofs
View and Use Workflows
View Teamwork Desk Tickets in Teamwork.com
View Tracked Time
Viewing a Notebook (Beta)
Viewing a Project Summary
Viewing a Project's Linked Spaces
Viewing a User's Upcoming Events
Viewing Active Tasks Across All Projects
Viewing Activity on Your Site
Viewing All Archived Projects
Viewing All Your Items in Your Profile
Viewing and Editing Custom Reports
Viewing and Editing Task Completion Dates
Viewing and Restoring Deleted Project Items
Viewing and Restoring Deleted Projects and Project Templates
Viewing Comments Across All Projects
Viewing Completed Tasks Across All Projects
Viewing Files Across All Projects
Viewing Messages Across All Projects
Viewing Milestone Change History
Viewing Notebooks Across All Projects
Viewing Notifications in the Teamwork.com Mobile App
Viewing Project Activity in the Dashboard
Viewing Project Change History
Viewing Project Details in the Dashboard
Viewing Project Updates History
Viewing Task Change History
Viewing User Change History
Viewing Who was Notified of a Comment
Viewing Who was Notified of a Message
Viewing Your Project in a Gantt Chart
Viewing Your Projects
Viewing Your Recent Items
Viewing Your Shared Dashboards
Viewing Your Starred Projects
Viewing Your Teamwork.com Success Planner
Webhooks
Work with Project Items in Slack
Workflows Introduction
Working with Dashboard Metrics Panels
Working with Dashboards
Working with Notebooks Containing Sensitive Content
Working with Teamwork CRM
Working with the Companies View
Working with the Home View in the Teamwork.com Android App
Working with the Home View in the Teamwork.com iOS App
Working with the Notebooks Editor
Working with the Notebooks Editor (Beta)
Working with the Reports Gallery
Working with the Schedule People View (Legacy)
Working with the Schedule Projects View (Legacy)
Working with the Task Details View
Working with the WYSIWYG Editor in Messages and Comments
Working with Your Projects in the Teamwork.com Mobile App
Workload Planner Overview

Get in Touch

Your Name

Email

Subject

Message

Attachments

Get in Touch

Your Name

Email

Subject

Message

Attachments