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Microsoft Office Add-in
Before you start The Microsoft Office add-in is available for: Microsoft Office Excel Microsoft Office Outlook Microsoft Office PowerPoint Microsoft Office Publisher Microsoft Office Word Requirements
Using the Microsoft Outlook Add-in
Within Microsoft Outlook, you can add tasks and files to your projects using the Teamwork.com add-in.
Microsoft Teams Integration
When If your team is using Microsoft Teams and Teamwork.com. What View and interact with your Teamwork.com projects in Microsoft Teams using tabs.
Setting Up Teamwork.com SSO in Microsoft Azure
Using the integration with Microsoft Azure Active Directory (AD), you can: Control who has access to Teamwork.com via Azure AD.
Microsoft Teams Automations
Quick answer: In a project's List or Table view, click Automate , then Browse Templates , choose Microsoft Teams , and click Connect to Teams to authorize your account.
Import or Export Projects via Microsoft Project
Within Microsoft Project, you can import and export projects using the Microsoft Office add-in .
Import Tasks from Microsoft Excel
What Import task lists and tasks to your projects from Microsoft Excel. Why Save time and reduce the risk of manual data entry errors. Transfer large amounts of data in bulk.
Add iCal Feeds in My Calendar
Outlook, Apple) directly in My Calendar. Why View external calendar events in one place. Plan and prioritize holistically with clear visibility over all aspects of your schedule.
Create and Add to Portfolio Boards
Go to Resourcing › Portfolio , click + Add Board , then create columns and add projects to them. A project can be on several boards but only in one column per board.
Using the Quick Add Menu in the Teamwork.com Android App
Within the Teamwork.com Android app, you can quickly add new project items from anywhere in the app. Press the blue + button in the bottom right hand corner.
Using the Quick Add Menu in the Teamwork.com iOS App
Within the Teamwork.com iOS app, you can quickly add new project items from anywhere in the app. Press the + icon in the main navigation bar at the bottom of the app to open the quick add menu.
Creating and Managing Events in the Calendar
Quick answer: To create an event in the Teamwork.com calendar, open Plan and Insights › Calendar in the left navigation and click Add event , or click any day in the calendar.
Clients in Teamwork.com: owner and external clients
Quick answer: Clients in Teamwork.com group users and projects by organization. Every site has one owner company (your own team, labeled Internal) and can add any number of external companies .
Allocate and Manage Resources in the Schedule
Only users with allocations in the current period are shown by default under each project. People: Timeline showing all people and their existing allocations across their projects.
Track and Manage Time in My Timesheet
View Best for Options Sheet view Managing time in a structured project and task list. Week or month. Calendar view Reviewing and logging time by date in a calendar layout.
Working with SharePoint Files in Your Projects
A Global Microsoft 365 administrator is required to enable their company SharePoint account in Teamwork.com's site settings.
Use the Skills Matrix and Skill Levels in Teamwork.com
Click People in Teamwork.com's main navigation menu. Select the Skills tab. How do I add a skill in Teamwork.com? Click Add skill in the top right of the skills matrix. Click Add skill .
Adding Contacts in the People Area
To add a new contact, select the More option in the main navigation menu on the left of your site and choose People from the pop-out menu.
Best practices for Pricing and Quoting Projects in Teamwork.com
Tasks and allocations carry over, so planning starts straight away. How do I price and quote a new project in Teamwork.com?
Completing and Reopening Tasks in List View
Within Teamwork.com, you can complete and reopen tasks at any stage. Completing tasks Once a task has been created, you will have the option to mark it as complete.
Add a Quote
What Add quotes in Teamwork.com to outline scope, costs, and pricing for client work, with line items for tasks, allocations, expenses, and custom work.
Add a Link
✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
Use Skills in Ask AI in Teamwork.com
Type / in the Ask AI box to pick one, add any details such as a client or timeframe, and the result appears in the chat.
Set Up Teamwork.com SSO in AD FS Management Portal
You can purchase the add-on in addition to your main Teamwork.com subscription .
Add a Message
✔ Available on all subscriptions Quick answer: To add a message in Teamwork.com, open the project and switch to the Messages view, which may be under More... .