Menu

Knowledge Base

Search for "gmail add-on" yielded 647 results

  • 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.
  • Bulk Edit Permissions for Managing People
    Note: Bulk actions are available on per-user Premium/Grow subscriptions and above. Depending on your permission level, the bulk actions available to you will vary.
  • 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
  • Sharing an Unsaved Filter at Project Level
    You can share filters for most aspects of your project such as tasks, milestones, messages, files, time, notebooks, risks, links and comments.
  • 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.
  • QuickBooks Online Advanced
    ✔ Available on Grow and Scale subscriptions. 1 What Connect your Teamwork.com and QuickBooks Online accounts to automatically sync time logs between the two platforms.
  • Sharing an Unsaved Filter at Site Level
    When you share a filter, all selected users will receive an email with a link to the filter which when clicked will open their Teamwork.com site on the page with the filter applied.
  • General Site Settings
    The option available within the general area include: Site Name: The site name is the name that will display at the top of your site below the navigation bar, and on the login page.
  • 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.
  • Reports: Insights Panel
    📋 Available (with limits) on Basics, Accelerate, and Optimize plans. See widget availability and panel limits below.
  • Adding or Updating a User's Company
    Within Teamwork.com, you can use companies to group different users on your site.
  • Quote Templates
    📋 Available on Scale and legacy Enterprise plans. What Quote templates let you save reusable quote structures for repeatable client work. Why Start repeatable quotes faster.
  • Interacting with the Project Options Menu
    In any area containing a list of projects, such as the projects chart or list view , hover over the project name and click the three dots on the right to open the project options menu.
  • Scheduled Reports
    Why Increase visibility and alignment by sending key data directly to teammates' email inboxes. Save time (and hassle) by automating a process while still making sure it gets done.
  • Custom Items
    On this page Create a custom item · Organize layout · Manage items · Permissions About custom items Custom items give you a way to store and organize information in a project using a table-style format
  • Retainer Project Budgets
    Stay on top of current spend so you can make adjustments to end a project on budget. Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • Editing a Team
    Within Teamwork.com, you can edit and manage existing teams on your site via the site-level People area.
  • ClickUp Importer
    ✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions 1 What Import your projects from ClickUp to Teamwork.com. Why Get up and running quickly and efficiently in Teamwork.com.
  • Files
    Within Teamwork.com, you can upload files directly to your projects where you can view, download, and comment on them. You can attach files to tasks, messages, and to comments on items.
  • Sharing Dashboards
    ✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can share individual dashboards with other users on your site.
  • Bulk Editing Tasks in a Task List
    In the Bulk Edit Tasks modal, you can select an action to perform on the tasks: Modify, move, copy, complete, delete.
  • Customize Home Dashboards
    Some widgets are only available on specific Teamwork.com plans. What Create and customize dashboards in Home by adding widgets, organizing layouts, and managing dashboard tabs.
  • Estimated Time
    Who Site admins can view, set, and manage estimated time on tasks across all projects.