Within Teamwork, 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 account.
  • Save as Template - create a project template from the existing project.
    • Note: Project templates are available on per-user Pro (max 20 templates), per-user Premium (max 50 templates), and per-user Enterprise (unlimited templates).
  • Archive - archive the project so it can no longer be worked on.
  • More Options:
  • 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 Overview section.


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For more information, see: Viewing Your Projects