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  • Creating Tasks via Email
    Locate a project's tasks email address In the List area of your project, click the options button (three dots) in the top right and select Post Tasks via Email from the dropdown menu.
  • 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 .
  • 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.
  • Sharing Dashboards
    In the Home area of your site, select the Dashboards tab from the horizontal navigation menu.
  • Teamwork.com Chrome Extension
    Who Site admins , standard users , client users , and collaborators. 🔑 The options available in the Chrome extension depend on your Teamwork.com profile and project permissions .
  • Editing a Task
    Description - add updates or correct the task description. Files - add additional attachments or delete exiting files from the task.
  • 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.
  • Changing General Project Settings
    Within Teamwork.com, you can update general, integration and notification settings for your project in the project settings area.
  • Creating Recurring Events
    Within Teamwork.com, you can create recurring events in the Calendar area of your site.
  • Adding a Team
    Note: Teams are available on Deliver, Grow, and Scale subscriptions.
  • 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.
  • Exporting an Invoice to FreshBooks
    Note: The FreshBooks integration is available on per-user Deliver subscriptions and above. You will first need to enable the FreshBooks integration in your site settings.
  • Enabling Two Way Sync with Easy Insight
    Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards and reports.
  • 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.
  • Board View Triggers
    Who Site admins and project admins can create & manage board columns and triggers.
  • Placeholders
    Filter by Placeholders in the Resource Scheduler to easily see what allocations need to be transferred to a names resource. Add a Placeholder Click Planning in Teamwork.com's main navigation menu.
  • Calendar
    Within Teamwork.com, you can use the Calendar area to view and manage events. 📣 PSA! We've made something even better.
  • Set Up Teamwork.com SSO with Duo
    ✔ Available with the paid Advanced Security add-on What Set up single sign-on (SSO) to Teamwork.com by adding a SAML application to your Duo account.
  • Tasks Board View (New)
    Identify bottlenecks and delays in your workflow quickly. Tailor each project's Board view with detailed and flexible processes to suit each individual project's needs.
  • Task Lists
    Within Teamwork.com, you can add task lists in a project to group tasks together. Note: You can't add a task to a project without adding it to a task list.
  • Board Column Automations
    Who Site admins and standard users in the owner company When You use Board view to manage your work schedule.
  • 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.
  • Creating Tasks via Marker.io
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • Bulk Editing Tasks
    In the Table or List area of your project, click the options button (three dots) in the top right and select Bulk Edit Tasks from the dropdown menu.
  • Bulk Managing Companies
    Bulk deleting companies Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu. When viewing the People area, select the Companies tab.