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  • Retainer Project Budgets
    Scroll to the Project budget panel. Click the ... (ellipsis) in the panel's top right. Select Edit budget from the dropdown menu.
  • Microsoft Office Add-in
    Follow prompts to complete the installation process. You'll: Click Next to begin Choose a local location to save the file and click Next . Click Next to install.
  • Setting Project Health
    In the project update modal, you will see an option to Set project health with four color options.
  • Resetting a User's Password via Invites
    In the top right of the People list, click the options button (three dots) and select Send Invites from the dropdown menu.
  • Upgrading a Contact to a Collaborator
    Within Teamwork.com, you can upgrade an existing contact to a collaborator so they can log in and be assigned tasks.
  • Customizing Project Summary Settings
    Go to the Dashboard area of your project and select the Summary subsection. Click the settings cog icon in the top right to open the summary settings.
  • Adding a Project Team
    Within Teamwork.com, you can create project teams that are specific to an individual project. Note: Project level teams are available on per-user Pro/Deliver subscriptions and above.
  • Upgrading a Collaborator to a Standard User
    In the People area, select the People tab from the horizontal menu to view and manage your users. 
  • Teamwork.com Timer App
    You need to track time to different tasks throughout the day and want to do so seamlessly without interrupting your work view.
  • Enabling Box.com on Your Projects
    Your files in your Box.com account will be available to link into the Files area, or to attach to a task, comment, or message in the project.
  • Review and Approve Timesheets
    What Review, edit, request changes, and approve submitted timesheets for the people assigned to you.
  • Filter the Calendar
    When As a team lead, you want to see your "Review" meetings scheduled for the end of the quarter. What Filter the calendar to refine which events (as well as tasks and milestones) are shown.
  • Project Filtering - Task List Level
    Click the filters button in the top right to open the advanced filters pane. Assigned To Filter by which tasks are assigned to a specific user or users.
  • My Timesheet Calendar View
    Who Anyone with access to My timesheet can use Calendar view to manage their own time entries.
  • Viewing Project Change History
    Within Teamwork.com, you can view a timeline of the changes made to a project in the project history. Go to the Dashboard section of your project and select the Activity tab.
  • Links
    Within Teamwork.com, you can use the links area in each project to store and categorize links relating to your project as a resource for your team to build and use.
  • Adding a Link via Email
    Within Teamwork.com, you can you can add links to your projects via email. Note: Any project members with the project permission to Add Links can use the post via email feature.
  • Adding a Project Logo
    Go to the Settings area of your project and select the General subsection. Scroll to the bottom of the general settings to the Project Logo section.
  • Editing Tasks via the Tasks Breakdown View
    Go to the Dashboard area of your project and select the Summary subsection.
  • Setting Privacy on Milestones
    Within Teamwork.com, you can set privacy on any milestones you add to your project so only certain users can access them.
  • Setting Privacy on Links
    Within Teamwork.com, you can set privacy on links added to your project so only certain users can access them.
  • Viewing Milestone Change History
    Within Teamwork.com, you can see all the changes that have been made to a milestone in the milestone change history. To view a milestone, select it from the Milestones tab of your project.
  • Time off
    You need to see regional holidays in advance. ← Swipe to scroll Add time off Time off is managed under Settings in Teamwork.com.
  • Editing a Notebook
    Collaborative editing allows you to immediately see any changes that someone else makes in a notebook while you are editing it. To edit, navigate to the Notebooks section of your project.
  • Creating a Notebook (Beta)
    Go to the Notebooks tab of your project and click the Add a Notebook button in the top right.  Note: It is not possible to create notebooks via Markdown using this version of the Notebooks editor.