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  • Project Budget Expenses
    Create a budget expense Try in-app Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Finance section from the project's navigation bar.
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • Form Task Field Mapping
    Next: Create: Click Add form in the view's top right. Existing: Click an existing form to open the editor.
  • Bulk Managing Teams
    Bulk deleting teams Click the More option in the left navigation menu on your site and select People from the pop-out menu. When viewing the People area, go to the Teams tab.
  • Creating Tasks via Email
    Quick answer: In your project's List area, click the ⋮ (three dots) and select Post tasks via email , then copy the address.
  • Creating a Login Form on Your Website or Intranet
    Quick answer: Click your profile avatar, select Apps and integrations , and scroll to Your website or Intranet .
  • Editing Event Types
    Within Teamwork.com, you can edit the event types available in your site calendar. Note: To add or edit event types, you will need to be a site administrator.
  • My Timesheet Sheet View
    Add rows, enter time in the day fields, and use filters and sorting to refine what you see.
  • Adding a Link via Email
    Within Teamwork.com, you can you can add links to your projects via email. Note: Any project members with the project permission to Add Links can use the post via email feature.
  • Portfolio Triggers
    Who Site admins (in the owner company) can create and manage Portfolio boards, columns, and triggers.
  • Using Project Budget Panels
    ✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions Within Teamwork.com, you can add a project budget panel to your custom dashboards based on the existing budgets on your projects
  • Create an iCal Feed from Teamwork.com to Google Calendar
    To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar .
  • 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.
  • Webhooks
    Owner company site administrators enable them in Settings › Webhooks , and they can also be configured in a project's settings. Webhooks are available on paid subscriptions.
  • Using the Numerics Integration
    Within the Numerics app, you can add Teamwork.com as a widget to build dashboards related to your projects. Click the + icon in the top right of the app's home area to create a new dashboard.
  • Tasks Board View
    Select the project's Board tab, click Add stage to create stages, then add tasks and move them between stages. Active tasks not in a stage sit in the pinned Backlog .
  • Adding a Team
    To create a team, select the More option in the main navigation menu on the left of your site and choose Teams from the pop-out menu.
  • Reports: Insights Panel
    What The insights panel displays configurable widgets that help you monitor project health, performance, and reporting data within supported reports in Teamwork.com. Why View key metrics in context.
  • Teamwork.com Chrome Extension
    Who Site admins , standard users , client users , and collaborators. 🔑 The options available in the Chrome extension depend on your Teamwork.com profile and project permissions .
  • Google Calendar Integration
    Feature overview What View and manage your Google Calendar events directly in My calendar , and log time to the right projects and tasks without leaving Teamwork.com.
  • Editing a Task
    Description - add updates or correct the task description. Files - add additional attachments or delete exiting files from the task.
  • 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 .
  • Adding a Project Team
    Note: Project level teams are available on Basics, Accelerate, Optimize, and Enterprise plans.* Go to the People area of the relevant project and select the Teams subsection.
  • Work with Task Details
    ⏳ The redesigned Task Details experience is currently in Early Access and is rolling out gradually.
  • Editing a Team
    In the Update Team modal, you will have access to: Details - update the team name, icon, and logo.