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  • Getting Started as a Site Administrator in Teamwork.com
    Core features and concepts Feature Purpose Assignment Distribute project responsibilities through the assignment of tasks and milestones. - These can be assigned to individuals, companies, and teams on
  • Proof Notifications
    ✔ Available (with limits ) on all per-user based subscriptions Quick answer: Teamwork.com sends proof notifications to proof creators, reviewers and approvers when proofs are created or updated.
  • Site
    Within Teamwork.com, your site contains all of your projects, project items, and people. It is accessed through your site address, usually in the form of yourcompany.teamwork.com.
  • Projects
    Switch between list and grid views, add projects with Add Project (depending on your permissions), and filter by project category on the left.
  • Uploading Files in the Files Area
    Note: Only site admins, project admins, and users with permission to add files on the project can access the upload option.
  • Team Member Step 1: Find Your Way Around Teamwork.com
    Quick answer: Five places cover most of your day in Teamwork.com: Home for your dashboards, My work for your tasks, calendar and timesheet, Projects for every project you're on, search (Cmd+K or Ctrl+K
  • Best practices for Resource Management in Teamwork.com
    Make better hiring and billing decisions See how team time is used in the Utilization report , so staffing and billing decisions rest on real data.
  • Estimated Time
    Who Site admins can view, set, and manage estimated time on tasks across all projects.
  • Adding or Editing a Company
    Within Teamwork.com, you can create external companies to group certain users on your site.
  • Managing Forwarded Emails
    When enabled, Teamwork.com will: Try and detect if the message was forwarded Looks for signals in the subject such as FW, FWD etc Try and parse out the original message and discard any preceeding text
  • Using the Numerics Integration
    Numerics is an app that allows you to design custom dashboards tailored to your business KPIs and metrics. You can download the Numerics app from the Apple App Store .
  • Project Budget Expenses
    Who Site admins and project admins Standard users with the project permission: Can access billing (allows users to view, create, and manage invoices) ⚠️ Turning this permission on automatically grants
  • Use Custom Items in Teamwork.com
    On this page Create a custom item · Organize layout · Manage items · Permissions What are custom items in Teamwork.com?
  • Adding a Team
    Within Teamwork.com, you can create teams to manage groups of people on your site.
  • Upload a New Proof Version
    ✔ Available (with limits ) on all per-user based subscriptions What Upload new versions of a proof when an approver requests changes.
  • Enabling Desktop Alerts
    Quick answer: To turn on desktop alerts in Teamwork.com, click your profile icon, select Edit my details , go to the Preferences tab and turn on Enable desktop alerts for important notifications .
  • Create a Custom Report
    Customize and refine each report to meet its purpose and focus on relevant insights during certain time frames. Spread awareness by sharing custom reports with key stakeholders for visibility.
  • Log Time in the Teamwork.com Mobile App
    Log time on a task When viewing an individual task in a project, tap the clock icon ( ) at the top of the screen.
  • Creating Custom Reports via Easy Insight
    If you are setting up a Tree report, you can create new tasks from task lists, add comments to tasks, and create milestones on projects.
  • Bulk Managing Teams
    Within Teamwork.com, you can bulk manage teams and their individual members. Note: These bulk actions are available on per-user Premium/Grow subscriptions and above.
  • Using Project Budget Panels
    ✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions Within Teamwork.com, you can add a project budget panel to your custom dashboards based on the existing budgets on your projects
  • QuickBooks Online Advanced
    ✔ Available on Accelerate, Optimize, and Enterprise plans. * What Connect your Teamwork.com and QuickBooks Online accounts to automatically sync time logs between the two platforms.
  • Get Started with Teamwork.com
    By the end, you will have a working project set up and ready to manage client work and track progress. Depending on your role and permissions, you may not see all of the options mentioned below.
  • Teamwork.com Timer App
    ✔ Available on all subscriptions What Track time against projects and tasks using timers in Teamwork.com's Timer app as you work.
  • Editing a Team
    Within Teamwork.com, you can edit and manage existing teams on your site via the site-level People area.