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People
You will be able to interact with them on projects and project items such as tasks and messages. You can control what each user can see and do in each of their projects.
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Generating a MySQL Backup of Your Content
Click your profile avatar in the bottom left of your site and select Settings from the pop-out menu. In the Settings area, go to the Export tab.
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Adding a Site Logo
Within Teamwork.com, you can add a custom logo to your site to be used in email notifications and your Teamwork.com login screen.
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Editing Event Types
Within Teamwork.com, you can edit the event types available in your site calendar. Note: To add or edit event types, you will need to be a site administrator.
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Adding a Link via Email
Within Teamwork.com, you can you can add links to your projects via email. Note: Any project members with the project permission to Add Links can use the post via email feature.
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Portfolio Triggers
Who Site admins (in the owner company) can create and manage Portfolio boards, columns, and triggers.
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Using Project Budget Panels
โ 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
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Create an iCal Feed from Teamwork.com to Google Calendar
To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar .
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Create Task Templates
Who Site admins (in the owner company) Standard users with the profile permission : Manage task templates (allows users to access the task templates area, create & manage task templates, and save task
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Advanced Dashboards
The bars will be grouped based on your selected preference (user, project, item type), and the bars will be sorted in order of most recent activity date .
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Adding a Project Team
Note: Project level teams are available on per-user Pro/Deliver subscriptions and above. Go to the People area of the relevant project and select the Teams subsection.
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Time off
What Create and manage regional public holidays for your team. Public holidays appear automatically as unavailable time in Planning views.
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Using the Numerics Integration
Within the Numerics app, you can add Teamwork.com as a widget to build dashboards related to your projects. Click the + icon in the top right of the app's home area to create a new dashboard.
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Adding a Team
To create a team, select the More option in the main navigation menu on the left of your site and choose Teams from the pop-out menu.
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Sharing Dashboards
In the Home area of your site, select the Dashboards tab from the horizontal navigation menu.
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Reports: Insights Panel
What The insights panel displays configurable widgets that help you monitor project health, performance, and reporting data within supported reports in Teamwork.com. Why View key metrics in context.
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Teamwork.com Chrome Extension
Who Site admins , standard users , client users , and collaborators. ๐ The options available in the Chrome extension depend on your Teamwork.com profile and project permissions .
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Editing a Team
Within Teamwork.com, you can edit and manage existing teams on your site via the site-level People area.
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Creating Tasks via Email
Within Teamwork.com, you can create tasks in your projects via email. ๐ Project members with permission to add tasks can create tasks via email.
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Editing a Task
Description - add updates or correct the task description. Files - add additional attachments or delete exiting files from the task.
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Changing General Project Settings
Within Teamwork.com, you can update general, integration and notification settings for your project in the project settings area.
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Creating Recurring Events
Within Teamwork.com, you can create recurring events in the Calendar area of your site.
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Work with Task Details
โณ The redesigned Task Details experience is currently in Early Access and is rolling out gradually.
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Meet Your AI Teammates
What Review available and upcoming AI Teammates in Teamwork.com, including what each teammate is designed to help with. Why Understand which teammate fits the work you want to review or automate.
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Viewing a Notebook (Beta)
View a notebook Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Notebooks section. Click a notebook title to open it in view mode.