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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.
  • 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).
  • 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.
  • 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 .
  • 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.
  • Purchase a Teamwork.com Subscription
    Who Site admins (in the owner company) on free or trial accounts can purchase and manage subscriptions.
  • 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.
  • How Financial Overview Figures Are Calculated
    Each log counts on its own date. Example: a 10-hour allocation from Monday to Friday gives 2 hours a day. If a period ends on Wednesday, it shows 6 hours, and the next period shows 4.
  • Bulk Editing Tasks
    Note: Only users with the project permission to edit all tasks can bulk edit tasks on a project.
  • 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
  • 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.
  • Meet Your AI Teammates
    Each teammate focuses on a different type of work and offers jobs that help users review information, generate updates, or move work forward.
  • Enabling Two Way Sync with Easy Insight
    Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards and reports.
  • 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 .
  • Formula Custom Fields
    Click the arrow on the + Add column button's right. Select Create formula . Step 3: Use the formula builder Enter the field's name.
  • Create a Custom Report Chart
    Why Visualize report data to spot trends and share key insights more quickly than scanning rows of results. Who Users who can access and edit the custom report.
  • Upgrading a Contact to a User
    To view the People area, click the More option in the main navigation menu on the left of your site and select People .
  • Unavailable Time
    Manage resource scheduling (allows users to create and edit allocations on projects they're a member of). When Use unavailable time to map out your (or your team's) non-working time.
  • Filtering - Editing Saved Filters
    Within Teamwork.com, you can edit any of your existing saved filters on your site. You can locate this in the filters modal.