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Search for "microsoft Teams" yielded 260 results

  • Working with Dashboards
    Share - share a view-only version of the dashboard with other users or teams on your site.
  • Tasks List View
    Why Capture all work to get a clear picture of what you (or your team need to get done). Update tasks in real-time as you work using the floating actions toolbar.
  • Sharing a Saved Filter at Project Level
    Within Teamwork.com, you can share a saved filter from your project to a member of your team so that they can see the same information based on your applied filter.
  • AI Forecasting: Profitability Report
    Educate your team : Make sure stakeholders understand what AI forecasting does (and doesn't).
  • Cancel or Delete Your Account
    📧 If you would like to discuss your options or have any questions, our Sales team ( sales@teamwork.com ) can help.
  • Create a Task in List View
    Capture all work to get a clear picture of what you (or your team) need to get done. Who Site admins can create, view, and manage all tasks on all projects.
  • Using the Planned vs Actual Tasks Report
    Further filter options allow you to filter by: Teams Companies — shows only tasks whose projects are associated with the selected companies.
  • Customize Home Dashboards
    Create a dashboard Create additional dashboards when you want separate views for different workflows, projects, teams, or reporting needs. Open Home . Select the + icon beside your dashboard tabs.
  • Create a Project from a Template
    By default, the project inherits the members of the project template it's being created from — you can keep or remove any of them, as well as add additional people, teams, and companies. 💡 Scroll to the
  • Using the Planned vs Actual Milestones Report
    Further filter options allow you to filter by: Teams Companies Projects Milestones: all, upcoming, late Include completed milestones - use the checkbox to include or exclude completed milestones.
  • Sharing a Saved Filter at Site Level
    Within Teamwork.com, you can share a saved filter from different areas of your site with members of your team so that they can see the same information based on your applied filter.
  • HTTP Request Automations
    Who Site admins, project admins, and standard users (all in the owner company) When You want to reduce manual work as much as possible by eliminating the need for your team to remember to follow up in
  • TeamworkAI Overview
    Utilization summary Best for: Reviewing how team time is allocated at a high level.
  • Use Ask AI in Teamwork.com
    Team capacity and utilization. Project budget usage and remaining budget. Example requests include: Catch me up. What's changed since yesterday? Which projects have deadlines this month?
  • Use File Attachments with Forms
    Example: If you have a form for submitting requests to your Creative team, adding file attachments allows people to add reference material or an original file that needs editing.
  • Using the Unito Integration
    For any queries relating to the Unito integration, please contact the Unito support team . Within Unito, you can sync your Teamwork.com account with other third-party tools such as Jira and GitHub.
  • Portfolio Triggers
    Tell your team : If you're creating a Portfolio board, work as a team to create the columns and make sure each project manager actively moves their projects through the board.
  • Using Table View for Tasks
    Quick search - filter based on task name or assignee (user, team, or company). Assignee - show only tasks assigned to you or tasks assigned to everyone.
  • Task List Budgets
    Filter: Click the filter button ( ) to refine the time logs shown based on associated teams, users, companies, or the time logs' billable/non-billable status.
  • Viewing a Project Summary
    Breakdown The breakdown shows the total number and proportion of active tasks that are assigned to each person, company, or team on the project.
  • QuickBooks Online Basic
    Review the integration terms of service. Click Connect . Step 3.
  • Client Users
    Bad fits for client user licenses Internal team members Clients who exclusively need to review and approve proofs (they can do this without a client license) Client user permissions Project-level rights
  • Google Calendar Integration
    Review the access screen and Teamwork.com’s terms of service, then click Continue . Grant permission for Teamwork.com to see, edit, share, and delete Google Calendar items. Click Continue to finish.
  • Form Task Field Mapping
    Track accurately : Prioritize linking form questions to task details to reduce the amount of time your team has to spend manually updating tasks and keep data entry errors to a minimum.
  • Custom Items
    Custom items can support many team workflows, such as: Operations: vendor records, SOP logs, assets, internal requests. Finance: contract trackers, renewal lists, budget approvals.