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Adding a Team
Note: Teams are available on Deliver, Grow, and Scale subscriptions. -
Creating Tasks via Marker.io
Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders. -
Use Task Templates
Who Site admins (in the owner company) Standard users with permission to: Manage task templates ( profile permission ) Add task lists and add tasks ( project permission ) When Any time you need to populate -
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. -
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 Teams
Bulk deleting teams Click the More option in the left navigation menu on your site and select People from the pop-out menu. When viewing the People area, go to the Teams tab. -
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 . -
Upload a New Proof Version
Keep all iterations in one place by actioning requested changes and sharing an updated version for follow-up review. -
Using the Make Integration
In the following example, Teamwork.com and Slack are connected to send a message in a Slack channel when a task is created in Teamwork.com. -
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. -
Teamwork.com Timer App
✔ Available on all subscriptions What Track time against projects and tasks using timers in Teamwork.com's Timer app as you work. -
Using the Ybug Integration
Closing an issue in Teamwork.com will close the issue in Ybug. If you close an issue from Ybug, this will not close the task in Teamwork.com . -
Adding Files via Email
Within Teamwork.com, you can add files directly to your projects via email. Note: Any project members with the project permission to Add Files can use the post via email feature. -
Teamwork.com Beta Program - My Boards
To enable the feature, click your profile avatar in the bottom left of your site and select Settings from the pop-out menu. -
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. -
Connecting Your Teamwork.com Account to Unito
Within Unito, you can create a sync to your Teamwork.com site and connect it with other tools. -
Commenting on Items
Within Teamwork.com, you can add comments to various items on your projects such as tasks, milestones, and notebooks. -
Client Overview Tab
Who Site admins (in the owner company) can view the Clients area, create and manage all clients, and use the client Overview. -
Manage Task Templates
Who Site admins (in the owner company) Standard users with the profile permission to: Manage task templates (allows users to access the task templates area, create & manage task templates, and save task -
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. -
Filtering - Editing Saved Filters
In the advanced filters pane of the relevant area, go to the Saved Filters tab. Hover over the filter and click the three dots to access the Edit Details option. -
ClickUp Importer
✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions 1 What Import your projects from ClickUp to Teamwork.com. Why Get up and running quickly and efficiently in Teamwork.com. -
Resending a User Invite
To view the people area, click the More option from the main navigation and select People from the dropdown menu. In the people area, select the People tab from the horizontal menu. -
Sharing Dashboards
In the Home area of your site, select the Dashboards tab from the horizontal navigation menu. -
Creating a Notebook (Beta)
Within Teamwork.com, you can create notebooks in your projects as a way to store important project information and notes.