Getting Started as a Standard User in Teamwork.com

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 is going to explain exactly what you will need to know to get up and running as a standard user with 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 that you and your team need to carry out. When more complicated workloads arise, you can break it down further by creating subtasks.

Task Lists: Task lists allow you and 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. You can attach one or more task lists to a milestone to show a set (or sets) of tasks that need to be completed in order to reach that milestone.

Projects: Each project you create 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.

Portfolio: You can use Portfolio view to see how any projects you may have running concurrently are progressing. Note: This feature is permission and price plan dependent.

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 top navigation pane. 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.
Dashboards - Create one or more custom dashboards using different metrics based on certain projects and project items. This is a great way to provide you with critical information at a glance so that you can stay up to speed with everything happening on your projects.
Unread comments - A digest of your unread comments across your projects.
Unread messages - A digest of your unread messages across your projects.
Events - A list view of upcoming calendar events for users on your site.

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 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	This area contains your personal details and preferences, as well as your permissions.
Events	View a list of all your upcoming events.
Projects	A complete list of all projects you have been added to.
Tasks	Look here for any active tasks that have been assigned to you.
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.
Time	Contains all your logged time entries (billable and non-billable) on the site, along with a quick overview graph of time logged each day.
Activity	A breakdown of the activity taking place on your projects.
Apps	Use this section to enable different apps and integrations for your profile.

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 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
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 - Length of day
Permissions	- View the permissions & access granted to you by administrators on your site
Preferences	- Notifications and email preferences for notifications and daily report emails - Enable markdown for messages and comments - Setting for using shorthand to log time
API & Mobile	- View or disable your API token - Download the Teamwork.com Android or iOS app.

Exploring your projects

To get started with your projects, head to the Projects area from the left navigation pane.

By default, you can view your projects in the List section by using the See All Projects option at the bottom of the project pane.

Depending on your permissions, you may also have access to the Templates tab here.

Clicking a project name will bring you directly to that project where you can start exploring and get to work with your tasks.

You can also view projects in the Chart section of the Planning area. Only projects with dates already set will appear here.

Depending on your permissions, you may also have access to the Portfolio tab to view projects on board columns.

Understanding tasks

Tasks are the foundation of your work in Teamwork.com. Using tasks, you can easily break your workload into manageable pieces that contribute towards the end goal of the project.

Your team members can create tasks and assign responsibility to you. You can also create tasks yourself as long as you have the right permission.

Each task has a series of properties that can be customized:

	Choose assignee(s) for the task. Set start and end dates for the task. Add a task description
	Attach files to the task via upload or select existing files on the project.
	Choose a priority level for the task: low, medium or high.
	Set a progress complete percentage and estimated time for the task. Note: Setting the progress to 100% will complete the task.
	Add followers to the task to be notified of all notifications, only status changes or only comments added to the task.
	Apply tags to the task.

	Create dependencies with other tasks so the current task either cannot start or cannot be completed before the other task is completed. When a task has dependencies set the complete checkmark for the task will be replaced with a blocked icon.
	Set the task to repeat at a custom interval. Note: A due date is required to be set on the task before a repeat can be set.
	Set privacy for the task.
	You can set reminders to be sent at a specific date and time via email, SMS, or push notification. You can set the reminder for yourself or for other users.
	Add the task to a board column. Note: This option will only be displayed if the project has at least one existing column.
	Apply one or multiple custom fields to the task. Note: Custom fields are available on Premium/Grow subscriptions and above.

Extra task options

Once a task is created, you can access quick edit options for many task properties when you hover over the task.

Quick set options available on hover include:

	Open the task details in a quick view panel on the right of the page.
	Dates
	Estimated time
	Quick set personal reminders for yourself using predefined options such as later today, tomorrow, or next week.
	View existing comments on the task and add new comments.
	Create one or multiple subtasks under the current task.
	Hovering over this option allows you to either manually log time or start a timer directly for that task.
	Tags
	Priority
	Progress
	Followers
	Board column
	View Desk tickets currently linked to the task or create a new ticket. Note: The Teamwork Desk icon will only be displayed on tasks if Teamwork Desk has been enabled for your site.
	Access additional task options such as delete, copy, move, or view history.

When you open a project from the site-level Projects area, head to the List tab to view the active tasks on the project. Any tasks that have been assigned to you will show 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.

Completed tasks cannot be edited. You will need to select the check icon 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 either interact with the tasks assigned to you from your profile or within the project itself.

The ability to create tasks is dependent on your permissions granted by an administrator. If you have permission, you will see an Add a Task option at the bottom of each task list in the List or Table area of the projects where you are a member.

You can then fill out the relevant details for the task before clicking Create Task.

You can also react to your team members' comments on tasks. To do this, simply select the emoji icon to the right of the comment and select your preferred reaction from the dropdown.

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 standard users, 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 in 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 List and Table areas of a project ✓ Add a task to a task list ✓ Compete a task ✓ React to task comments

Knowledge Base