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  • Adding Followers to Project Items
    Quick answer: To follow a task in Teamwork.com, hover over it, hover over the eye icon and click Follow , or click Manage to choose followers.
  • Use File Attachments with Forms
    Example: If you have a form for submitting bug reports, add file attachments to let people easily add screenshots showcasing the area they're referencing in their bug reports.
  • Tagging Items
    Within Teamwork.com, you can use tags to quickly categorize and organize your project items, such as tasks, milestones, files, and time logs.
  • Team Member Step 1: Find Your Way Around Teamwork.com
    Quick answer: Five places cover most of your day in Teamwork.com: Home for your dashboards, My work for your tasks, calendar and timesheet, Projects for every project you're on, search (Cmd+K or Ctrl+K
  • Manage User Project Permissions
    View messages & files Allows the user to access the project's Messages and Files sections and view existing items in those areas. - Add messages Allows the user to make changes to messages and post new
  • Associating a Calendar Event with a Project
    Quick answer: To link a calendar event to a project, open Plan and Insights › Calendar in the left navigation, then add or open an event.
  • Create an iCal Feed from Teamwork.com to Outlook
    To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar .
  • Using the TaskReviewer Integration
    The TaskReviewer browser extension for Google Chrome and Microsoft Edge enables you to create reviews of media assets for your team to give feedback on and approve.
  • Using Teamwork AI to Create Tasks Across Multiple Projects
    Quick answer: To create a task in several projects at once, open Teamwork AI , select the Ask AI tab and describe the task, the projects and the task list to use.
  • Quote Templates
    Templates are created and managed in Settings > Quotes > Custom templates . Once a template has been created, it can be selected from the Create from dropdown when adding a quote.
  • Create an Expense on a Project
    Create an expense Add an expense to your project to keep track of monetary costs that are unrelated to time logs. Click Jump to in the Teamwork.com's left navigation menu.
  • Interacting with the Project Options Menu
    Quick answer: Hover over a project name in any project list and click the three dots, or click the three dots beside the project name inside a project, to open the project options menu.
  • Projects
    Quick answer: Select Projects in the main navigation menu and go to List to see your projects.
  • QuickBooks Online Advanced
    Why Accurately account for time logged in Teamwork.com when invoicing clients in QuickBooks. Reduce manual work and margin for error with automatic time log syncing.
  • Client Users
    ✔️ Available on Basics, Accelerate, Optimize, and Enterprise plans. * Quick answer: Client users are a free license type in Teamwork.com that lets you bring clients into their projects to collaborate.
  • Creating a Notebook via Email
    Note: Any project members with the project permission to Add Notebooks can use the post via email feature.
  • Connect Client Emails
    What Create Teamwork Desk inboxes directly from Teamwork.com to receive and manage your client emails. You'll be able to track those emails in client and project views in Teamwork.com!
  • Project Manager Step 4: Set a Project Budget
    Quick answer: To set a project budget in Teamwork.com, open the project's Finance section, select the Budgets tab and add a budget.
  • Interacting with Tasks via Email
    Within Teamwork.com, you can reply to task notification emails with a command to interact with the task without having to log in to your site.
  • Messages
    Quick answer: Messages in Teamwork.com let your team discuss ideas, ask questions and reply in a thread within a project.
  • Create Task Templates
    Click Add Template and name it, then add tasks with assignees (people, teams, clients, or roles), dates, and other properties. You can also save an existing task list as a template.
  • Create a Form
    Quick answer: Turn on Forms in the project's settings, then create a form, choose the task list where responses are added as tasks, customize its style, and add up to 150 questions.
  • Navigating the Teamwork.com iOS App
    Quick add Using the blue + icon in the navigation bar, you can quickly add new: Project Event Message Start timer Log time Task Custom The two icons on the right of the navigation bar are customizable.
  • Get Started with Teamwork.com
    Teamwork.com is a project management platform that helps you manage client work, organize tasks, and collaborate with your team in one place.
  • Create a Custom Report
    What Create custom reports built around the exact data and level of detail you need. Why Stay in tune with key business data as work progresses.