GUIDE Project delivery automation · 4 steps
Why does automating project admin matter in Teamwork.com?
Project managers lose hours to chasing updates, moving tasks and writing status reports. When the routine work runs itself, your team can focus on delivery and problems surface while there's still time to act. Here is what you get:
Spend less time chasing work Automations notify people, move tasks and escalate priorities for you, so nothing waits on a manual nudge. | Catch problems before clients do Scheduled health checks from AI Teammates and the Project health report show which projects need attention. | Keep clients informed with less writing Let AI draft client-facing updates from real project activity. You review and edit before anything is shared. |
How do I keep projects on track without manual admin in Teamwork.com?
To reduce manual project admin in Teamwork.com, work through these four steps in order. Each step links to the help articles with the full instructions and screenshots.
1 | How do I automate routine project admin in Teamwork.com?Open a project and select Automate. Start from a template or click Custom automation, choose a trigger in the When section and an action in the Then section. Good first automations: notify assignees when a task starts, move completed tasks to Done, and escalate high-priority tasks as their due date arrives. |
2 | How do I catch up on a project quickly in Teamwork.com?Skip the long comment threads. Use the Comments summary to condense a task's discussion and the Task summary for a snapshot of progress and recent activity. For a wider view, run Scout's Catch me up job in AI Teammates. |
3 | How do I share project status without writing reports in Teamwork.com?In AI Teammates, open Flo and add a Project health check or Client-facing update job. Choose Scheduled job to run it daily or weekly, then review the output in the Updates tab. Post the result as a project update with a health status, so it shows on the project Dashboard and in the Project health report. |
4 | How do I spot overloaded people before work slips in Teamwork.com?Check the Workload planner to see who is over or under capacity, and drag tasks to rebalance. The AI Utilization summary flags over-capacity, underutilized and unassigned resources in plain language. When allocating work in Planning › Schedule, smart scheduling suggests the right person based on role and availability. |
What are the key concepts in keeping projects on track in Teamwork.com?
Automations handle the predictable Automations follow rules you set: when something happens, do this. Use them for repeatable steps such as notifications, task moves and tag changes, where the right action is always the same. | AI handles the catch-up, you stay in control AI summaries and AI Teammates read your project activity and draft summaries, health checks and updates. You review the output before sharing it, so the judgement call stays with you. |
What are the best practices for keeping projects on track in Teamwork.com?
Do this
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Frequently asked questions
Who can create automations in Teamwork.com?
Site admins and standard users in the owner company can create automations. Notify and assignee actions only work for people who are members of the project.
Do AI Teammates send updates to clients automatically?
No. Flo's client-facing update is a draft. You review it in the Updates tab and decide what to share.
Why can't I see AI Teammates?
Your site may not have AI turned on, or you may not have been given access. Ask a site admin to check the AI settings.
Do AI features cost extra in Teamwork.com?
Some AI features, such as Comments summary and Task summary, are included in your plan. AI Teammates jobs use AI credits. See AI Features and Credit Usage.
Which Teamwork.com plans include these features?
It depends on the feature and your plan. See Teamwork.com Plans: Feature Comparison for what is included in each plan.
Where should I go next?
Continue with Use AI Teammates → to set up your first scheduled job.