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  • 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 Links
    Within Teamwork.com, you can set privacy on links added to your project so only certain users can access them.
  • 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
  • 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 .
  • New Task Details View
    assigned to other users) When Anytime you need to view a task's full details, update key task data, or complete work.
  • 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.
  • Viewing Project Change History
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can view a timeline of the changes made to a project in the project history.
  • 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.
  • 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.
  • Create an Expense on a Project
    Add expenses to your invoices for a more granular breakdown of costs.
  • Clients View
    Click an individual client to see in-depth data (like activity, project health, and more) related to that client. TL;DR: A simple and organized place to view and manage your clients.
  • Outlook Calendar Integration
    Scroll to Outlook Calendar . Click Enable (if available). 💡 Tip If you don’t see Outlook Calendar as an option, your site may not have access yet. Ask a site admin to review Apps & integrations .
  • Create and Manage Custom Fields
    What Create custom fields to track, manage, and filter project, task, and client information that's unique to your business needs.
  • People
    Users People invited as users will be able to create an account username and password to access your site.