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  • Using the Microsoft Outlook Add-in
    Select Get it now to proceed to the installation steps. Once you have installed the add-on from the Microsoft Outlook marketplace, you will see Teamwork listed as an option under your Add-ins .
  • Fixed Fee Project Budgets
    Stay on top of current spend so you can make adjustments to end a project on budget. Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.
  • Create an Expense on a Project
    Add expenses to your invoices for a more granular breakdown of costs.
  • Track and Manage Time in My Timesheet
    When Use My timesheet whenever you need to log time, review existing entries, update time details, or export your timesheet. ← Swipe to scroll Before you start The Time feature must be enabled for any
  • Understanding Project Statuses
    Within Teamwork.com, project statuses are used to group your projects based on where they are in their current timeline. Status Purpose All projects you have access to, excluding archived projects.
  • Managing Links on a Project
    To manage links on a project, open the project and go to the Links tab.
  • Upgrading a Contact to a User
    Contacts are used to store details for reference and cannot log in to your site to interact with projects.
  • Exporting a Project List by Category
    To export the list, select the Projects option from the main navigation and choose See All Projects from the side panel. Within list view, the All Projects category will be selected by default.
  • Bulk Editing Tasks via the Tasks Breakdown View
    Go to the Dashboard area of your project and select the Summary subsection.
  • Setting Privacy on Notebooks
    Within Teamwork.com, you can set privacy on any notebooks you add to your project so only certain users can access them.
  • Updating User Contact Details
    To update your own preferences, click your profile icon to the bottom left corner of your site and select Edit My Details.
  • Viewing Project Updates History
    To react to an update, hover over the update in the quick view and select a reaction from the dropdown list. You can also react to the most recent update at the top of the Dashboard tab.
  • Enabling Comments at Project Level
    Go to your the project and choose the Settings tab and select the General subsection. Note: Only site or project administrators will have the option to enable comments.
  • Tasks List View
    assigned to other users) When Anytime you need to update key task data or complete work.
  • People Filtering - Tasks
    Within Teamwork.com, you can filter tasks assigned to a particular person. Go to the People section of your site and select the relevant user to view their profile.
  • People
    Users People invited as users will be able to create an account username and password to access your site.
  • Utilization Report
    Switch to the Essential s tab in the user details window. Navigate to the Billable utilization target field. Update the user's billable target percentage. The target defaults to 80%. Click Update .
  • Share File Links
    Restricted sharing (Teamwork.com site users only) When you upload/access one of these linked files through Teamwork.com, the file's direct link takes a format like https://yourcompany.teamwork.com/#files
  • Notebook Versioning
    Within Teamwork.com, you can save changes to a notebook as a new version rather than writing over the existing content.
  • Quickly Adding Subtasks
    Within Teamwork.com, you can quickly add multiple subtasks to a task on your project.
  • Exporting an Invoice to a Xero File
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Filtering - An Overview
    The filtering option within each area of your site can be accessed by clicking the filters button in the top right of the section. The filters pane will open on the right-hand side of your screen.
  • Viewing User Change History
    Within Teamwork.com, you can see all the changes that have been made to an individual user in the user history.
  • Enabling the Easy Insight Integration
    Within Easy Insight, you can connect your Teamwork.com site to r eport across your task. To connect to Easy Insight, you will first need to create an Easy Insight account.
  • People Filtering - Completed Tasks
    Within Teamwork.com, you can filter completed tasks that have been assigned to a particular person. Go to the People section of your site and select the relevant user to view their profile.