Teamwork.com is a project management platform
that helps you manage client work, organize
tasks, and collaborate with your team in one
place.
In this guide, you will set up your first
project, break work into tasks, invite your
team, and start collaborating. By the end, you
will have a working project set up and ready
to manage client work and track
progress.
Depending on your role and permissions, you
may not see all of the options mentioned
below. If you are joining an existing team,
you may already be added to projects and
tasks.
If you are working within an existing team,
you can jump straight to working on tasks,
collaborating, and tracking your
work.
You can follow the steps below to get
started. This takes about 10 to 15 minutes to
complete.
To get started with Teamwork.com, you will
create a project, add tasks, invite your team,
and begin collaborating.
What you will do
In just a few steps, you will:
- Create your first project in Teamwork.com
to manage client
or internal work
- Add tasks to organize and assign
work
- Invite your team and set
responsibilities
- Collaborate using messages, comments, and
files
- Track progress and time as work gets
done
Step 1: Create a project in Teamwork.com
Start by creating your first project, or open
an existing one if your team has already set
things up. This is where you will manage all
work for a client, campaign, or internal
initiative.
Once your project is set up, you can begin
organizing and assigning work.
Step 2: Add your team
Bring your team into Teamwork.com so you can
assign tasks, manage responsibilities, and
keep everyone aligned.
Step 3: Start collaborating
Keep communication and files connected to
your work so everything stays in one
place.
Step 4: Track progress
Stay on top of deadlines, understand how work
is progressing, and track time where
needed.
Learn how Teamwork.com works
If you want to learn how Teamwork.com is
structured and how key features work, explore
these guides:
- Projects:
how they are
structured
- Tasks:
how they work in
Teamwork.com
- Task
Lists: organizing your
work
- Messages:
when and how to use
them
- Files:
storing and sharing
work
- People and Companies:
permissions and roles
What to do next
Once you complete these steps, you will have
a working project set up with your team.
From here, you can continue building out your
projects, manage client work more effectively,
and explore more advanced features as your
team gets up to speed.