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  • Bulk Managing Companies
    Within Teamwork.com, you can bulk edit companies and their individual members. Note: These bulk actions are available on per-user Premium/Grow subscriptions and above.
  • Portfolio Triggers
    We've provided a list of trigger options below on this page. Set criteria relating to the chosen trigger. The condition options change depending on the trigger you select.
  • Editing Event Types
    Note: To add or edit event types, you will need to be a site administrator. Click the More option in the main navigation menu and select Calendar from the pop-out menu.
  • Projects
    You can leverage a range of features such as tasks, milestones, messages, notebooks, and files, to build out and track work.
  • Skills
    ✔ Available on Scale and Enterprise subscriptions. What Skills are capabilities or areas of expertise that are associated with an individual user, beyond their Role.
  • Tasks Board View (New)
    Who Site admins can create and edit all projects' boards and stages. Project admins can create and edit stages on projects they’re an admin on.
  • Files
    Within Teamwork.com, you can upload files directly to your projects where you can view, download, and comment on them. You can attach files to tasks, messages, and to comments on items.
  • My Timesheet Sheet View
    . ← Swipe to scroll Before you start The Time feature must be turned on for any project where you want to log time.
  • Sharing a Saved Filter at Project Level
    When you share a filter, all selected users will receive an email with a link to the filter which when clicked will open their Teamwork.com site on the page with the filter applied.
  • Getting Started with Teams
    Teams With the introduction of the Teams feature, you can easily replicate your organization's structure and group people on your site based on their position or contribution.
  • Setting Up Teamwork.com SSO in Microsoft Azure
    Within Teamwork.com, you can integrate your account with Azure Active Directory and set up single sign-on (SSO).
  • Use Custom Fields
    Why Capture and increase visibility of information most important to your workflow. Filter and report based on custom field values.
  • Filtering - Projects List View
    Note: Sites on Premium/Grow subscriptions and above can also filter by project custom fields .
  • Editing File Privacy
    By default, file privacy will be set to Everybody on the project .
  • Categories
    ✔ Available on all subscriptions What Custom identifiers you can use to group projects and project items. Categories can be applied to: projects, files, messages, links, and notebooks.
  • Upgrading a Contact to a Collaborator
    Within Teamwork.com, you can upgrade an existing contact to a collaborator so they can log in and be assigned tasks.
  • Associating a Calendar Event with a Project
    Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add Event button in the top right of the Calendar area.
  • Roles
    You can create custom roles and assign them to users across your site. Why Reflect your real-world team structure in Teamwork. Plan and report on work by function, not only by individual user.
  • Creating Recurring Events
    Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add event button in the top right of the Calendar area.
  • Manage Task Templates
    ✔ Available on all subscriptions. What Task templates are like placeholder task lists for tasks you're likely to use repeatedly. Manage your site's task templates.
  • Track Time with Timers
    Who Standard users and client users with the project permission (on at least one project): Log time (allows users to track time to the project and its tasks using any time tracking method) When Any time
  • Bulk Editing Tasks
    Note: Only users with the project permission to edit all tasks can bulk edit tasks on a project.
  • Using the Teamwork.com Extension in Visual Studio Code
    Visual Studio Code is a code editor optimized for building and debugging web and cloud based applications.
  • Placeholders
    Know how you're staffed and if you can agree to work. Who Site admins can manage allocations across all projects and people.
  • Create an iCal Feed from Teamwork.com to Outlook
    To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar .