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  • Sharing an Unsaved Filter at Project Level
    You can share filters for most aspects of your project such as tasks, milestones, messages, files, time, notebooks, risks, links and comments.
  • Sharing an Unsaved Filter at Site 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.
  • Reports: Insights Panel
    📋 Available (with limits) on Basics, Accelerate, and Optimize plans. See widget availability and panel limits below.
  • Adding or Updating a User's Company
    Within Teamwork.com, you can use companies to group different users on your site.
  • Retainer Project Budgets
    Stay on top of current spend so you can make adjustments to end a project on budget. Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
  • Interacting with the Project Options Menu
    Use Manage Project to edit details, copy, template, archive, complete, or delete the project, and Quick Add to create tasks, messages, users, and updates.
  • Quote Templates
    📋 Available on Scale and legacy Enterprise plans. What Quote templates let you save reusable quote structures for repeatable client work. Why Start repeatable quotes faster.
  • Schedule Reports in Teamwork.com
    (ellipsis) at the top, and select Schedule Report . Name it, add recipients, and choose a delivery date and time. Turn on Report repeats every to send it regularly as a CSV, Excel or PDF file.
  • ClickUp Importer
    ✔ Available on all plans * What Import your projects from ClickUp to Teamwork.com. Why Get up and running quickly and efficiently in Teamwork.com.
  • General Site Settings
    Custom domains are available on Accelerate, Optimize, and Enterprise plans.* Site Currency: Customize the currency used for invoices and budgeting features.
  • Tasks Board View
    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.
  • Time off
    📋 Available on Optimize and Enterprise plans.* What Create and manage regional public holidays for your team. Public holidays appear automatically as unavailable time in Resourcing views.
  • How Financial Overview Figures Are Calculated
    Quick answer: The Financial overview report spreads allocations and task estimates evenly across working days, while each time log counts on its own date.
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • Filtering - Editing Saved Filters
    Quick answer: To edit a saved filter in Teamwork.com, open the filters pane and go to the Saved Filters tab. Hover over the filter, click the three dots and select Edit Details .
  • Associating a Calendar Event with a Project
    Quick answer: To link a calendar event to a project, open Plan and Insights › Calendar in the left navigation, then add or open an event.
  • Disabling Teamwork.com Branding
    ✔ Available on Grow and Scale subscriptions 1 Quick answer: Site administrators in the owner company can click their profile avatar, select Settings , and toggle off Allow Teamwork brand in the General
  • Customize Home Dashboards
    Some widgets are only available on specific Teamwork.com plans. What Create and customize dashboards in Home by adding widgets, organizing layouts, and managing dashboard tabs.
  • Project Manager Step 4: Set a Project Budget
    Quick answer: To set a project budget in Teamwork.com, open the project's Finance section, select the Budgets tab and add a budget.
  • Teamwork.com User License Types
    Standard users take a paid seat and get the full range of permissions. Client users are free and get project-level permissions but no admin rights, on up to five active projects.
  • 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.
  • Skills
    ✔ Available on Optimize and Enterprise subscriptions. What Skills are capabilities or areas of expertise that are associated with an individual user, beyond their Role.
  • Setting Defaults for Tasks in a Task List
    Within Teamwork.com, you can set default values on your task list to be applied to new tasks added to the list.
  • My Timesheet Sheet View
    The Time feature must be turned on for any project where you want to log time.