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  • Create a Custom Report
    Why Stay in tune with key business data as work progresses. Customize and refine each report to meet its purpose and focus on relevant insights during certain time frames.
  • 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 .
  • Time off
    What Create and manage regional public holidays for your team. Public holidays appear automatically as unavailable time in Planning views.
  • 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.
  • 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 .
  • 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.
  • Roles
    You can create custom roles and assign them to users across your site. Why Reflect your real-world team structure in Teamwork. Plan and report on work by function, not only by individual user.
  • 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.
  • 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.
  • 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.
  • 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.
  • Board View Triggers
    Who Site admins and project admins can create & manage board columns and triggers.
  • 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.
  • 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.