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  • Filter the Calendar
    When As a team lead, you want to see your "Review" meetings scheduled for the end of the quarter. What Filter the calendar to refine which events (as well as tasks and milestones) are shown.
  • Project Filtering - Task List Level
    Click the filters button in the top right to open the advanced filters pane. Assigned To Filter by which tasks are assigned to a specific user or users.
  • Outlook Calendar Integration
    Switch to the My calendar tab. Click Connect to Calendar at the top of the view. Click Outlook Calendar to open the connection window. Select the Microsoft account you want to connect.
  • Links
    Within Teamwork.com, you can use the links area in each project to store and categorize links relating to your project as a resource for your team to build and use.
  • 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.
  • Adding a Project Logo
    Go to the Settings area of your project and select the General subsection. Scroll to the bottom of the general settings to the Project Logo section.
  • Editing Tasks via the Tasks Breakdown View
    Go to the Dashboard area of your project and select the Summary subsection.
  • Setting Privacy on Milestones
    Within Teamwork.com, you can set privacy on any milestones you add to your project so only certain users can access them.
  • Setting Privacy on Links
    Within Teamwork.com, you can set privacy on links added to your project so only certain users can access them.
  • Working with the Reports Gallery
    In the Reports area, you will have access to a series of Teamwork.com-generated reports. The reports available to you will depend on your subscription plan.  
  • Editing a Notebook
    Collaborative editing allows you to immediately see any changes that someone else makes in a notebook while you are editing it. To edit, navigate to the Notebooks section of your project.
  • Creating a Notebook (Beta)
    Go to the Notebooks tab of your project and click the Add a Notebook button in the top right.  Note: It is not possible to create notebooks via Markdown using this version of the Notebooks editor. 
  • 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 .
  • Time off
    Click your name in the bottom left corner Click Settings, and head to the Time off tab Click + Add time off Fill in the relevant details Assign to - Choose the people or overall team this Time off will
  • Working with Repeating Tasks
    You can also manually add these tasks to the task list immediately without marking the previous one complete by clicking the plus icon to the right of each task in the upcoming tasks pop-up .
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Viewing Milestone Change History
    To view a milestone, select it from the Milestones tab of your project. In the individual milestone view, click the three dots in the top right and choose View History from the dropdown menu.