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  • 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.
  • 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.
  • 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.
  • 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 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.
  • 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
  • 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 .
  • 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.
  • 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.
  • Using the Teamwork.com Extension in Visual Studio Code
    Using the checkboxes to the left of each project, select the ones you want to list in the extension pane for quick access.
  • 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.
  • Editing a Notebook (Beta)
    Within Teamwork.com, you can edit existing notebooks that have been added to your projects. This article relates to a Beta version of the Notebooks editor available for some Teamwork.com accounts.