Knowledge Base

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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.
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 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.
Microsoft Teams Automations
When If you are using Microsoft Teams and Teamwork.com.
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
Get a high level view of multiple projects at once and quickly see how they're progressing. Who Site admins (in the owner company) can create and manage Portfolio boards, columns, and triggers.
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.
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.
Create and Populate Tasks in Board View
Cards vs tasks Tasks are the actual work item you create to manage work in Teamwork.com. Tasks can be viewed in List, Table, Gantt, and Board views.
Creating and Managing Events in the Calendar
To view the Calendar , select the More option in the main navigation menu on the left of your site and choose Calendar from the pop-out menu.
Track and Manage Time in My Timesheet
What Log time and review time already logged against tasks and projects in one place — your personal timesheet . Why Manage your time across all projects in one central location.
Allocate and Manage Resources in the Schedule
✔️ Available on Grow (with limits) and Scale subscriptions. 1 See the "Schedule feature access" section in Schedule Introduction for more information.
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.
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.
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.
Setting and Managing Unavailable Time in the Schedule (Legacy)
. ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can set unavailable time for users for meetings, time off, and sick leave via the Schedule.
Working with the WYSIWYG Editor in Messages and Comments
Within Teamwork.com, you can use the WYSIWYG (what you see is what you get) editor for messages and comments. Messages Clear formatting Formats.
Add a Link
✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
Autosave in Teamwork.com
Within Teamwork.com, there is an inbuilt auto-save feature on messages and notebooks. When you add content to a notebook or message, your changes will be saved automatically when you stop typing.
Add a Message
They stay in one area, are a way to provide project-related updates, and make it easy to go back and find information when you need it. Unlike a certain other communication tool ~ email!
Set Up Teamwork.com SSO in AD FS Management Portal
You can purchase the add-on in addition to your main Teamwork.com subscription .
Creating Tables in Notebooks
Within Teamwork.com, you can create tables within your notebooks so that you and your team can easily present text information and numerical data.