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  • Form Task Field Mapping
    Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Forms view from the project's navigation bar.
  • 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.
  • 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.
  • Using Project Budget Panels
    ✔ 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
  • 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 .
  • Portfolio Triggers
    Who Site admins (in the owner company) can create and manage Portfolio boards, columns, and triggers.
  • 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.
  • 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.
  • Sharing Dashboards
    In the Home area of your site, select the Dashboards tab from the horizontal navigation menu.
  • 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.
  • 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.
  • 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.
  • 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.