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Projects
You can leverage a range of features such as tasks, milestones, messages, notebooks, and files, to build out and track work.
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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.
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Clients View
Scroll to Turn on Clients view. Toggle the view on (or off). Create a client Add a new client whenever you take on project work from a new company.
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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.
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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.
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Bulk Managing Teams
Within Teamwork.com, you can bulk manage teams and their individual members. Note: These bulk actions are available on per-user Premium/Grow subscriptions and above.
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Teamwork.com Beta Program - My Boards
Within the Teamwork.com Beta Program, you can enable the My Boards feature for users on your owner company or all users on your site.
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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.
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Placeholders
✔️ Available on Scale subscriptions. 1 What A project-specific, role-based, unnamed resource that allows you to plan work without needing to assign a specific person right away.
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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.
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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).
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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.
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Use Custom Fields
Why Capture and increase visibility of information most important to your workflow. Filter and report based on custom field values.
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Editing File Privacy
By default, file privacy will be set to Everybody on the project .
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Filtering - Projects List View
Click any of the dropdown fields in this menu to apply specific tags, project owners, health, and companies.
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Automations - Supported Actions
Up to six actions can be set per automation on Grow/Premium subscriptions and above. Deliver/Pro subscriptions and below can set one action per automation.
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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.
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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.
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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.
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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.
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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
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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.
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Unavailable Time
✔️ Available on Grow (with limits) and Scale subscriptions. 1 See the "Schedule feature access" section in Schedule Introduction for more information.
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Integrating with Yoxel
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can enable the Yoxel integration on your site which allows you to quickly sync your Teamwork.com calendar and tasks
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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.