Within Teamwork.com, you can quickly interact with a project from various areas of your site.
In any area containing a list of projects, such as the projects chart or list view, hover over the project name and click the three dots on the right to open the project options menu.
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The menu can also be accessed when viewing a project individually by clicking the three dots to the right of the project name at the top of the project.
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Manage Project
In the Manage Project section, you can manage a variety of project options and settings.
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- Edit project details - edit the project name and advanced settings such as category, company, and privacy.
- Copy/Move - make a copy of the project or move it to another linked Teamwork.com account.
- Save as Template - create a project template from the existing project.
- Note: Project
templates are available on per-user Pro/Deliver (max 20
templates), Premium/Grow (max 50 templates),
and Scale (unlimited
templates) plans.
- Archive - archive the project so it can no longer be worked on.
- More Options:
- Reassign items - reassign all of a user's tasks or milestones to a different project member.
- Set Owner - select or update the project owner for the project.
- Complete - mark the project as complete.
- Trash Can - access and restore deleted project items.
- Delete - delete the project from your site.
Quick Add
The Quick Add menu enables you to to create certain project items such as project updates, tasks, users, and messages.
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You can also access these quick add options via a project's Dashboard section.
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For more information, see: Projects List View