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 multiple subsections
to view:
Search
When you click the search icon in the
top right of your site, the
corresponding dropdown that opens will
list your most recently
interacted with project
items.
You can use the quick search field
to enter a search term. The quick
search dropdown will update to show
results of matching project
items edited within the last 60 days.
If you enter a search term and press
Return on
your keyboard, you will be
brought to the advanced
search area which can show results
from
any time frame across all
projects.- You can also click
the Advanced Search option at the bottom of the quick
search dropdown to access this
area.
- 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 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 & comments
you
have received or any
activity that has taken
place on items on your
projects. A red badge icon
will appear on the
notification bell
indicating the number of
unread
updates.
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
your site.
- 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
- Log
out
Note: Some of
the above options may
only appear if you are
a site administrator.
For more information,
see: Getting
Started