You have just been invited to collaborate on a Teamwork site, so let's show you how to get set up!
We’re here to help you collaborate with your team on your projects and enhance your productivity.
This guide will explain exactly what you will need to know to get up and running as a collaborator in Teamwork.
|◑ Joining Teamwork|
|◑ Exploring the My Work area|
|◑ My profile|
|◑ Viewing your
|◑ Working with
First things first, you have received an email invitation from a colleague to join a Teamwork site.
Click Get Started to proceed to the Teamwork login screen where you can set a password for your account. Once you finish the sign up, you will be brought to your Teamwork account.
Getting to know
Teamwork is based around a hierarchy of information that forms the foundation for your projects.
Tasks & Subtasks: Tasks are the basic units of work in Teamwork that you and your team need to carry out. When more complicated workloads arise, it can be broken down into subtasks. As a collaborator, you can have tasks assigned to you by other members of your team.
Task Lists: Task lists allow your team to easily group and manage related tasks. Each task in a project must be housed within a task list.
Milestones: A milestone marks a point of progress in your project such as the end of a phase of the project. As a collaborator, you can have milestones assigned to you by other members of your team.
Projects: Each project is made up of all the components below it in the hierarchy: subtasks, tasks, task lists, and milestones. Your overall goal to complete the project by working through and completing each of these components, working from the lowest level of subtasks (if created) through to milestones.
Exploring the My Work area
The My Work area of your site gives you a high-level overview of what is happening across all of your projects.
You can navigate to different areas using the navigation pane at the top. These include:
- My Work - View your
tasks and milestones due
well as any overdue
- My Projects - A
of all of the projects you are
- Activity - This
provides you with a feed of
occurring across all of your
- Unread comments - A
your unread comments across
- Messages - A
your unread messages across
- Events - if you have
been granted access to the
calendar, you will also see an
Let's take a look at your profile! Select your user avatar in the bottom left corner of the site. From the menu of options, choose View Profile (the first item on the list).
Your profile area acts like a personal hub for actions and progress on every project, making your important information more easily accessible to you.
Your profile is broken down into various subsections which include:
Contains your personal details, preferences you have in place, as well as your permissions.
|Projects ||A complete list of all
projects you have been
|Tasks ||Check here for any
tasks that have been
|Teams ||View a list of any
teams where you are a
|Completed ||A list of tasks you
responsible for and
|Milestones ||Here you will find a
milestones you are
|Activity ||A breakdown of your
It’s important to keep up to date with everything that’s happening on your projects. The notification and email preferences you set for your profile are a great way to ensure you receive the notifications you need.
While viewing your profile, click the green Edit My Profile button in the top right corner.
Tip: You can also access the Edit My Profile option in the dropdown menu when you click your profile picture.
Once selected, a pop-up window will open with a variety of subsections breaking down your personal details. Head to the Preferences tab to access your notification & email settings.
Simply toggle on or off each individual setting by clicking the switch on the right, then click Update.
Other sections of your details include:
- You can also view the company you are a member of and set your working hours.
- Change your password
- Enable two-factor authentication for your account
- Note: This feature is price plan dependent
- Link to another Teamwork account
| Details||- Edit
| Address||- Add
| Profile||- Add
| Notes||- Add
| Social||- Include
- Date & time format
- Calendar start day
- Time zone
| Permissions||- View
| Preferences||- Notifications
- Editing preferences - use markdown for messages and comments
| API &
- Download the Teamwork Android or iOS app
To get started with your projects, head to the Projects tab from the left navigation bar.
Clicking a project name will bring you directly to that project where you can start exploring and get to work with your tasks.
Any of your projects that have project dates set will also appear in the projects chart under the Planning section. You can access the planning section from the More options using the left navigation pane.
Tasks are the foundation of your work in Teamwork. Using tasks, your workload can be easily broken into manageable pieces that contribute towards the end goal of the project.
As a collaborator, you can have tasks assigned to you by other members of your team.
Each task has a series of properties:
Checkmark: Used to mark a task as complete.
As a collaborator, you can mark tasks assigned to you as complete. For tasks assigned to other users, the checkmark icon will be blocked.
Assignee: The people, teams, or companies responsible for the task.
Hover over the assignee avatar to view the corresponding user, team, or company's name.
description has been added
task, you will see a Details option to
the right of the task name
when you hover over the
Click this to show the
|Board column: If
member of your team has
task to a board column,
name will be displayed
|Start/Due date: When
a task has a start or due
set, these will show to
of the task name.|
team have added to the
appear to the right of the
|Privacy: When a
is locked to specific
you’ll see this icon
task name. Hover over it
who has access to the
your tasks has files
will see the paperclip
beside the task name.
over it will tell you how
files are attached. Click
to view the files.|
Dependencies: If you see an upward arrow icon to the right of the task name, it means it there are other tasks dependent on this one. Those tasks either cannot be started or completed before your task is completed.
If the task you are viewing is itself a dependency, the checkmark on the task will be blocked with a red icon to highlight that other task(s) must be completed first.
Priority: You will see this symbol beside the task if one of your team members has set a priority level for the task.
- Low (green), medium (yellow), or high (red)
comment icon gives you a
the comments on the task.
icon is green when you
comments. Click the icon
existing comments and add
progress bar indicates how
the task is to
completion. Hovering over this will show the progress bar where you can increase or decrease the percentage.|
has been set to repeat at
intervals. Each repeat
be created when the
is marked as
over the task & click
icon to follow the task
receive notifications when
task is updated. These
include all notifications,
task changes, or only
|Task details quick view: Hover over the task and click the Details link to open a task details pane on the right of the page.|
As a collaborator, you can update progress on your tasks. You can also add comments and mark your tasks as complete.
Note: As a collaborator, you cannot create tasks or edit task properties.
When you open a project via the site-level Projects area, head to the Table or List tab of the project to view the active tasks. Any tasks that have been assigned to you will display your profile avatar to the left of the task name.
When you have completed your work on a task, you can mark the task as complete. To do this, simply select the checkmark next to the task name.
The checkmark will turn green and the task will be moved into the completed tasks section at the bottom of the task list.
Completed tasks cannot be edited. You will need to select the checkmark again to reactivate the task if you wish to make any changes.
If a task has a red icon instead of a checkmark, it means that task is dependent on other tasks being completed first. Hover over the red icon to see which tasks are connected.
You can interact with the tasks assigned to you from your profile or in the associated projects.
Hovering over a task will show you the Details option, this will open the task details pane. You'll also see some additional options appear to the right of the task that you can update.
You can also react to your team members' comments on tasks. To do this, simply select the emoji icon in the right hand corner of the comment box.
You’re all set to go! You are now up and running with Teamwork!
Now that you have completed our introductory guide to Teamwork for collaborators,
you can easily take the following actions on your site:
|Chapter ||Skill |
✓ Accept your email invitation to Teamwork
✓ Set a password for your account
✓ Log in to Teamwork
✓ Understand the hierarchy of information in Teamwork and how projects come together
|Exploring the My Work area|
✓ Understand the different sections within the My Work area
✓ View your unread comments and messages
✓ View your current workload in the My Work section
✓ View your profile
✓ Explore the different profile subsections
✓ View your active tasks
✓ Edit your profile and open your preferences
✓ Adjust your email and notification preferences
✓ Access the Projects area of your site
✓ Switch between the projects List and Chart views
✓ Open an individual project
|Working with tasks|
✓ Understanding tasks
✓ Explore task properties
✓ View the tasks List or Table area of a project
✓ Compete a task
✓ React to task comments