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  • Project Budget Expenses
    Create a budget expense Try in-app Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Finance section from the project's navigation bar.
  • 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
  • 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.
  • 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.
  • 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.
  • 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 .
  • Creating Tasks via Email
    Within Teamwork.com, you can create tasks in your projects via email. 🔑 Project members with permission to add tasks can create tasks via email.
  • Editing a Task
    Description - add updates or correct the task description. Files - add additional attachments or delete exiting files from the task.
  • Changing General Project Settings
    Within Teamwork.com, you can update general, integration and notification settings for your project in the project settings area.
  • Editing a Team
    Within Teamwork.com, you can edit and manage existing teams on your site via the site-level People area. Note: Teams are available on Deliver, Grow, and Scale subscriptions.
  • 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.
  • Tasks
    Fill in the task name and any other task properties. Once the task has been created with a name, you can click on the task to open up the task detail modal.
  • 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 Schedule 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.