You have just created your Teamwork site, so now it's time to get set up and start working!


We’re here to help you create and track projects from start to finish.

Help your team to turn into a productive, organized, collaborating machine with an all-in-one solution that increases your team’s productivity.
Curriculum
◑  Exploring your site
◑  Navigating your profile menu
◑  Uploading a profile photo
◑  Building out your company profile
◑  Adding a site logo
◑  Inviting your team to your site
◑  Creating your first project
◑  Adding a task list and task

Exploring your site

When you initially sign up to Teamwork, you will be brought through a quick onboarding process where you can create the first project for your site.

A series of sample projects are available to choose from which will pre-populate the project for you with related tasks, task lists and other project items. If none of the sample projects suit your needs, select the Blank Project option to start building yourself!

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Once you select a template, you will see a quick preview of the new project's task lists and tasks.

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At the bottom, you can set your view preference for the tasks area to either list or board view. This can always be changed again later!

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Click Next to move to the final step of the setup process - inviting people to your site. While this provides a quick and easy way for you to start adding your team, you can also wait until you have explored your site a bit more and add them later on.

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Click Get Started to finish the set up process and head straight to your new project. In the bottom right of your site, you will see a pop-up tour window that will direct you through the most important areas of your site such as tasks, milestones, and projects. Each time you click Next, you will be redirected to the associated area.

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During your trial period, you will see Invite users button near the top right of your site while viewing individual projects. This allows you to quickly add new people to your site by entering their email address, and is an option available to all standard users on your site during your trial period.

Once you subscribe to a Teamwork plan and move out of your trial period, this invite button will be hidden. At that point, only site administrators and standard users with permission to manage people and companies will be able to add users to your site.


Navigating your profile menu

Your profile avatar is located on the right-hand side of the navigation bar at the top of your site. Clicking it will open a dropdown menu with quick links to various areas.

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Menu options include:

  • View Profile - your profile area includes breakdowns of the project items assigned to you, as well as your events, permissions and more.
  • Edit My Details - opens a pop-up modal where you can customize your profile information such as contact details, profile image, and preferences.
  • Update My Status
  • What's New - Teamwork adds announcements and tips about features here. Whenever you have unread items, you will see a red count to the right.
  • My Tasks - quickly access the tasks area of your profile.
  • Settings - site administrators can access the site settings such as theme, integrations, and templates.
  • Subscription - site administrators can access the billing history for your Teamwork subscription.
  • My Shortcuts - view and manage your personal shortcuts.
  • Help - access Teamwork help docs and other support center items.
  • Log Out

Uploading a profile photo

Each time a user account is added to your site, they will be assigned a profile image with their initials by default.

You can personalize your profile by adding a custom image instead. Click your avatar and select Edit My Details from the dropdown menu.

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In the Essentials tab of your personal details modal, click Upload Photo to add a custom image from your computer. 

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Whenever you are making changes in the various tabs of your personal details modal, don't forget to click Update at the end to apply the changes!


Building out your company profile

Next, let's take a look at personalizing your site. Building out your company profile gives your team a quick access point to company information and helps you brand your site to your company's identity.

To get started with your company, head to the site-level People area and then choose the Companies subsection.

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The company you created at sign up will be added as the owner company for your site. 

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Click the edit pencil to the far right of your owner company and start adding in your relevant company details. Switching through the various tabs, you can add your company's website, contact information, a public profile, and private notes.

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Adding a company logo is quick and easy. Just select the Edit option under the photo icon in the Essentials tab and upload your image. Once applied, click Update Company to save your changes.

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Adding a site logo

You can build your brand further by adding a logo to your site. This logo will become the default logo for individual projects if a project-specific logo is not added.

Select your profile avatar and choose Settings from the dropdown menu.

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In the settings area, go to the Logo tab and select Change button below the image preview for the site logo. 

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A pop-up window will open where you can choose a file to upload as your site logo. 

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Your company logo can be in GIF, PNG, or JPG format, and will be automatically resized to a width of 300 pixels.

Once uploaded, your company logo will be displayed at the top of the Home area navigation sidebar.

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It will also be shown on the login screen, email notifications, and PDF reports extracted from your site.


Inviting your team

Now that your company is set up, it's time to start adding your team so you can start collaborating!

You can manage the users on your site via the main People area. In the People subsection, just click Invite Users to get started.

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After adding the names and email addresses, select the company they should be associated with at the bottom. This is a quick and easy way to get your owner company populated with the key stakeholders in your team!

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An optional additional step will be to add the users to some projects. You can always skip this and add them in later.

The final step is to send the invites, adding a custom message if you wish.


Adding a project

Now things really start to get interesting! It’s time to add your first custom project to your site.

To do this, go to the Projects section at the top of your site, then click the green Add Project button in the upper right corner.

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Once you have entered in the basics (project name and description), click More Options to customize your project even further.

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The Features tab shows you all the options for the project. These are completely customizable, meaning that you can enable and disable whichever features suit your team's needs best.


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Click Add Project once you're happy with your chosen settings and that's it! You just created your first custom project in Teamwork. 


Creating a task list and task

Now that your project is set up, let's jump into the Tasks area of the project. Task lists are the building blocks of your projects. Without task lists, you can't have tasks!

When you create a new project, it will have a task list created by default to help kick start your workflow. To add your own list, just click the green Add Task List button in the top right.

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A name is all that's required to create your task list. If you'd like to expand the task list further, just navigate through the various tabs in the task list window.

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Click Add Task List to create the list and start creating tasks for your team to collaborate on.

Tasks are a great way to break down your team's workload into manageable pieces. Each task can be assigned to the relevant members to work on and complete.

To try it out for yourself and create a task, select the Add the First Task button within the task list and give the task a name. Using the dropdown list, pick a member of your team to be responsible for the task.

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Don't forget to Save Changes to add the task to the list!

Summary
Now that you have completed the introduction to Teamwork for administrators, you can easily take the following actions on your site:
Chapter
Skill
Exploring your site
✓  Take the onboarding tour
✓  Explore the sample project
Navigating your profile menu
✓  Use the navigation options in your profile menu
Uploading a profile photo
✓  Add a custom image as your profile avatar
Building out your company profile
✓  Fill out your owner company profile
✓  Add a company logo
Adding a site logo
✓  Upload a new logo for your site
Inviting your team to your site
✓  Invite some new users to your site
✓  Add a custom message to the invites
Creating your first project
✓  Create a new project
✓  Customize the project's settings
✓  Add people to the project
✓  Create a task list
✓  Create a task
Next, why not explore our Teams (Beta) guide and learn how using teams can enhance your team's workflow?