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  • Requesting a Project Update
    In the project's Dashboard tab, you will see the current owner listed at the top of the project details pane on the left. Click the current owner's name and select the Request update option.
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • Generating Task List Time Reports
    Click the three dots to the right of the task list name. In the dropdown menu, hover over the Reports option and select Time Report .
  • Track and Manage Time in My Timesheet
    Scroll to the project or task you want to track time against. 💡 Don't see the task or project you need? Click Add project or task at the bottom of the timesheet to manually add it.
  • Create and Manage Board View Columns
    When Daily review : Start the day by using Board view to see what needs your attention first. Revisit Board view at the end of the day, moving tasks as necessary to indicate their up-to-date status.
  • Create an Invoice
    Go to a project and switch to the Finance tab. Select the Invoices tab. Click + Add Invoice to open the invoice creation window. Click the relevant invoicing integration logo .
  • Integration Options
    . 📝 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
    ✔ 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. 🔑
  • 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.
  • 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). 📝 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
  • 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.
  • 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 Collaborator to a Standard User
    In the People area, select the People tab from the horizontal menu to view and manage your users. 
  • 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.
  • 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.
  • 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.
  • Project Filtering - Tasks List View
    You can use the quick search at the top of the List area to filter the tasks based on assignee or task name.
  • 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.