You have
just been invited to collaborate on a
Teamwork.com 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.com. | Curriculum |
|---|---|
| ◑ Joining Teamwork.com | |
| ◑ Teamwork.com
hierarchy | |
| ◑ Exploring the My Work area | |
| ◑ My profile | |
| ◑ Profile
preferences | |
| ◑ Viewing your
projects | |
| ◑ Working with
tasks |
Joining Teamwork.com
First things first, you have
received an email invitation from a
colleague to join a Teamwork.com
site.
Click Get Started to
proceed to the Teamwork.com login screen
where you can set a
password
for
your account. Once you finish the sign
up, you will be brought to your
Teamwork.com account.
Getting to know
the Teamwork.com
hierarchy
Teamwork.com 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.com 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
upcoming
tasks and milestones due
today, as
well as any overdue
ones.
- My Projects - A
list
view
of all of the projects you are
a
member of.
- Activity - This
section
provides you with a feed of
activity
occurring across all of your
projects.
- Unread comments - A
digest
of
your unread comments across
your
projects.
- Messages - A
digest
of
your unread messages across
your
projects.
- Events - if you have
been granted access to the
calendar, you will also see an
Events subsection.
My
profile
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:
| Tab | Definition |
|---|---|
| Details | Contains your
personal details,
preferences you
have
in
place, as well as
your
permissions. |
| Projects | A complete list of all
of
the
projects you have been
added
to. |
| Tasks | Check here for any
active
tasks that have been
assigned
to you. |
| Teams | View a list of any
teams where you are a
member. |
| Completed | A list of tasks you
are
responsible for and
are
already
complete. |
| Milestones | Here you will find a
list
of
milestones you are
responsible
for. |
| Activity | A breakdown of your
activity
across your
projects. |
Profile
preferences
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:
| Tab | Definition |
|---|---|
| Essentials | -
Edit
your name,
email
address,
and
profile
photo
associated
with
your
account. - You can also view the company you are a member of and set your working hours. |
| Account | - Change your
password - Enable two-factor
authentication for
your
account
- Note: This
feature is price plan
dependent - Link to another
Teamwork.com
account |
| Details | - Edit
your job
title,
phone
numbers,
fax, and
alternative
emails |
| Address | - Add
your
address
and
country |
| Profile | - Add
some
public
profile
information
that
will
be
visible
to
anyone
on
the
site
with
permission
to
manage
people |
| Notes | - Add
some
private
notes
that will
only
be
visible to
your
company |
| Social | - Include
links to
your
social
media
accounts,
website,
or
messenger |
| Localization | - Language - Date & time
format - Calendar start
day - Time zone |
| Permissions | - View
the
permissions
&
access
granted
to
you
by
administrators
on
your
site |
| Preferences | - Notifications
and email
preferences - Editing preferences - use markdown for messages and comments |
| API &
Mobile | - View
or disable
your
API
token - Download the Teamwork.com Android or iOS app |
Viewing your
projects
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.
Working with
tasks
Tasks are the foundation of your
work in Teamwork.com. 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:
| Icon | Purpose |
|---|---|
 | 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: If
a
description has been added
to
the
task, you will see a Details option to
the right of the task name
when you hover over the
task.
Click this to show the
description. |
 | Board column: If
a
member of your team has
added
the
task to a board column,
the
column
name will be displayed
beside
the
task name. |
 | Start/Due date: When
a task has a start or due
date
set, these will show to
the
right
of the task name. |
 | Tags: Any
tags
your
team have added to the
task
will
appear to the right of the
task
name. |
 | Privacy: When a
task
is locked to specific
users,
you’ll see this icon
beside
the
task name. Hover over it
to
see
who has access to the
task. |
 | Files: When
one
of
your tasks has files
attached,
you
will see the paperclip
symbol
beside the task name.
Hovering
over it will tell you how
many
files are attached. Click
the
icon
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) |
 | Comments: The
comment icon gives you a
count
of
the comments on the task.
This
icon is green when you
have
unread
comments. Click the icon
to
view
existing comments and add
new
ones. |
 | Progress: The
progress bar indicates how
close
the task is to
completion. Hovering over this will show the progress bar where you can increase or decrease the percentage. |
 | Repeats: The
task
has been set to repeat at
specific
intervals. Each repeat
task
will
be created when the
previous
task
is marked as
complete. |
 | Followers: Hover
over the task & click
this
icon to follow the task
and
receive notifications when
the
task is updated. These
options
include all notifications,
only
task changes, or only
comments. |
 | 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.com!
| Summary | |
|---|---|
Now
that you have
completed
our
introductory guide to
Teamwork.com
for collaborators, you can
easily take the
following
actions
on your site: | |
| Chapter | Skill |
| Joining Teamwork.com | ✓ Accept your email
invitation to
Teamwork.com ✓ Set a password for
your
account ✓ Log in to
Teamwork.com |
| Teamwork.com hierarchy | ✓ Understand the
hierarchy
of information in
Teamwork.com
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 |
| My profile | ✓ View your
profile ✓ Explore the
different
profile
subsections ✓ View your active
tasks |
| Profile preferences | ✓ Edit your profile
and
open
your preferences ✓ Adjust your email
and
notification
preferences |
| Viewing your
projects | ✓ 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 |