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  • Integration Options
    . πŸ“ The integrations available to you depend on your Teamwork.com subscription. Site integrations Some integrations can be enabled directly from your Teamwork.com account.
  • Notebook Versioning (Beta)
    Note: Only project members with access to the notebook and permission to edit notebooks can create and manage versions.
  • Adding Tasks and Unavailable Time to the Workload Planner
    βœ” Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can create tasks and add unavailable time to the Workload Planner to instantly view and manage the impact on a user's capacity. πŸ”‘
  • Customizing and Sharing Table Views for Tasks
    You can choose which columns to display by clicking the plus icon to the right of the column headings. This will open a dropdown where you can toggle on and off individual property columns.
  • Tentative Projects
    Manage resource scheduling (allows users to create and manage tentative projects). Users with the additional profile permission to add projects can convert tentative projects to active projects.
  • Teamwork.com Chrome Extension
    Save time by not having to jump directly to Teamwork.com each time you need to do something project related.
  • View and Use Workflows
    Standard users with the profile permission to: Manage workflows (allows users to manage all workflows (names, stage names, active stages, automations). πŸ“ You can only apply a workflow to projects you're
  • 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.
  • Viewing Files Across All Projects
    Preview - depending on the type of file, you can use the preview option to open a pop-up preview of the file.
  • Creating and Modifying Project Items via Email
    To create items, you will need to find and copy the appropriate email address for that project and that type of item, for example: Tasks : 00000_00000@tasks.teamwork.com Messages : 00000_00000@messages.teamwork.com
  • Submit Your Weekly Timesheet
    . ← Swipe to scroll Before you start You must have permission to log time on at least one project. You must have at least one time entry in the weekly period. You must have access to My timesheet.
  • AI Forecasting: Profitability Report
    to future periods within your selected date range.
  • 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.
  • Setting Project Health
    In the project update modal, you will see an option to Set project health with four color options.
  • 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. ο»Ώ
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.