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Reporting Options for Teamwork.com
The task lists report is a report based on tasks across all task lists on the project. In the report modal, you can refine which tasks are included based on assignee, task status, and date. -
Clients View
Scroll to Turn on Clients view. Toggle the view on (or off). Create a client Add a new client whenever you take on project work from a new company. -
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. -
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 . -
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. -
Wrike Importer
You will receive a confirmation email as soon as the import is complete. Imported data Tasks imported are not mapped to Board stages in Teamwork.com projects. -
Teamwork.com HubSpot App
✔️ Available on Grow and Scale subscriptions 1 This feature is also dependent on your HubSpot subscription. -
Subscribing to a Webinar
Click the Help icon in the bottom left corner of your site and select Support Center from the menu. In the support center, go to the Webinars tab. -
Asana Importer
You will receive a confirmation email as soon as the import is complete. Imported data Tasks imported are not mapped to Board stages in Teamwork.com projects. -
Connecting Your Teamwork.com Account to Numerics
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 . -
Microsoft Teams Automations
✔ Available on Deliver, Grow, and Scale subscriptions 1 What Microsoft Teams automations enable you to send tailored messages and choose the mode of communication (channel or chat) based on the notification -
Enabling the Float Integration
Float allows you to to plan your projects and schedule your team's time all in one place via a visual resource planner. -
Create an Invoice
✔️ Available on all subscriptions What Create invoices on your projects based on time logs and expenses, or create a fixed price invoice. -
Microsoft Teams Integration
✔ Available on Deliver, Grow, and Scale subscriptions 1 What View and interact with your Teamwork.com projects in Microsoft Teams using tabs. Create new Teamwork.com tasks, messages and comments. -
Resetting a User's Password via Invites
Click the More option from the main navigation and select People from the dropdown menu. In the people area, select the People tab from the horizontal menu. -
Adding Teamwork Chat Video to Your Subscription
Within Teamwork.com, you can add the Teamwork Chat Video add-on to your subscription at any time. -
Using the Teamwork.com Desktop App
Within Teamwork.com, you can interact with your projects using the desktop application on either Windows or Mac. Note: The Teamwork.com desktop app does not support offline use. -
Roles
✔️ Available on Deliver, Grow, and Scale subscriptions. What Create custom roles and allocate them to users on your site. Why Simplify the distribution of client work. -
Project Administrators
Note: Client users and collaborators cannot be made a project administrator on a project. Project administrator permissions Grant permissions to users on a project. -
Create a Task List
✔ Available on all subscriptions What Task lists are for organizing projects and the tasks within them. Use task lists to contain, order, and group your individual tasks within a broader project. -
Adding a Team
Within Teamwork.com, you can create teams to manage groups of people on your site. Note: Teams are available on Deliver, Grow, and Scale subscriptions. -
Adding Project Updates
✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can add project updates to keep your team informed of the project's status. -
Create a Project
✔ Available on all subscriptions What Projects are one of the three main work items within Teamwork.com. They're used for listing, organizing, and managing work (specifically large initiatives). -
Estimated Time
Who Site admins can view, set, and manage estimated time on tasks across all projects. -
Automations - Supported Actions
Up to six actions can be set per automation on Grow/Premium subscriptions and above. Deliver/Pro subscriptions and below can set one action per automation.