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Search for "microsoft Teams" yielded 253 results

  • New 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.
  • 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.
  • 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
  • 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
  • Create a Task in New 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 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.
  • My Timesheet Sheet View
    Check the boxes at the bottom of the filters menu for each condition you want to enable (ex. show my tasks and team tasks). Your timesheet automatically updates as you apply filters.
  • 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.
  • Use Conditional Logic in Forms
    Example: Product team keen to get feedback on a recent release: Collect feedback from customers via forms so that you have actionable tasks to work from.
  • 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.
  • Navigating Teamwork.com
    People - The people area has multiple subsections: Companies | People | Teams | Statuses Templates - access to these areas is dependent on your profile permissions .
  • 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.
  • 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.
  • Timeline View
    Weekends & skip‑weekends setting Choose whether weekends are shown on your Timeline to match your team’s working schedule.
  • Clients View
    Clients are a new (and old) way to manage the external teams you might be working with. Clients stand in anywhere that Companies were used, but you also get a lot more from the Clients view.
  • SoftSync Synchronization Setup
    For any queries relating to the SoftSync integration, please contact the SoftSync support team .
  • Fixed Fee Project Budgets
    If a team member is logging billable time but has no cost rate set, their time is essentially treated as free.
  • 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.
  • General Site Settings
    If this is not available, you will receive a message prompting you to contact our support team; we will see if we can make this available.
  • Track Time Against Tasks and Projects
    Track time holistically : Use placeholder tasks to track common aspects of daily work not associated with any specific client project, allowing your team to track all parts of their day. Ex.