Within Teamwork, you can use the
navigation bar at the top of your site to move between the various areas of your
site.
Home
The first option to the left is the Home area. The Home area includes your project
information, your work, activity, and
dashboards along with other
options.
You will only see information
for any of the above on projects you have the
permissions to view.
Projects
This area will list all the projects
on your site based on their current
status. You can also access project templates here depending on your price plan.
Planning
The planning area includes Portfolio (price plan dependent), Chart and Workload.
Everything
The Everything area allows you to view all items within
projects on your site.
Calendar
You can view upcoming tasks, milestones
and events from within the Calendar view.
Adding a new event can be performed to the
top right of the page along with filtering calendar
events.
People
The people area has three tabs to view:
Search
When using search there
are two options available. You can use
quick search by entering a search term
and the quick search will returns
results in a dropdown from project
items edited within the last 60 days.
If you enter a search term and press
return you will enter the advanced
search which will show results from
any time frame across all projects.
These results will be broken into
project items such as people, tasks,
milestones, comments etc.
Quick add (+)
This will allow you to add the
following project items quickly:
- Project
- Milestone
- Task
- Message
- Event
- Start a
Timer
- Log
time
- Invite a User
- Add a new
shortcut
Project switcher
The project
switcher allows
you to quickly switch to
another project on your
site.
You can view the latest
projects created or a list of
all. There is also a search
option to narrow down which
projects are showing.
Notification bell
The notification bell
includes any messages you
have received or any
activity that has taken
place on your account. If
you have unread
notifications, the number
of these will display
within a red square on the
bell icon.
When you click on the
bell icon you will have
the option to mark all
notifications as read, as
well as disable
notifications.
Product
switcher
The product
switcher allows you to manage
your Teamwork apps, as
well as quickly move
to your associated
accounts with other
Teamwork products.
Profile
menu
When you click your profile image to
the far right of the
navigation bar, you can access additional options:
- View Profile - This will
allow you to view
your own profile
with further
information on
tasks, milestones
and activity
related to you
only.
- Edit My Details - This will
bring up a modal
with various tabs
allowing you to
change areas of
your profile such
as your name,
address, contact
details and
preferences along
with further
options.
- Update Status - This will
bring up a modal
which allows you
to enter a status
which your team
can view. You can
choose to notify
your team of the
status change via
email if you
choose to.
- What's New? - This will show
any recent changes
to Teamwork. A red
notification will
show if a new item
has been added.
- My Tasks - This
will bring you to
a list of all
tasks assigned to
you. This area can
also be found when
viewing your
profile.
- Settings -
Will allow you to
change settings on
various areas of
yoursite.
- My Shortcuts - This
will allow you to
view all shortcuts
you have created
in one place. You
can search and
filter existing
shortcuts or
create new ones
from this area.
- Help - The
help section
provides links to
three areas:
- Teamwork help docs site
- Support Center - includes
FAQs, webinar
links,
videos, newsletter
information, and a feedback submission option.
- Discover add-ons
- Keyboard Shortcuts
Note: Some of
the above options may
only appear if you are
a site administrator.
For more information,
see: Getting Started