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  • Tasks
    Fill in the task name and any other task properties. Once the task has been created with a name, you can click on the task to open up the task detail modal.
  • Exporting an Invoice to FreshBooks
    You will first need to enable the FreshBooks integration in your site settings. Go to the Finance area of your project and switch to the Billing tab.
  • 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.
  • Board View Triggers
    Who Site admins and project admins can create & manage board columns and triggers.
  • Interacting with the Project Options Menu
    In any area containing a list of projects, such as the projects chart or list view , hover over the project name and click the three dots on the right to open the project options menu.
  • Placeholders
    Filter by placeholders in the Schedule to easily see what allocations need to be transferred to a names resource. Add a placeholder Click Planning in Teamwork.com's main navigation menu.
  • Calendar
    Within Teamwork.com, you can use the Calendar area to view and manage events. 📣 PSA! We've made something even better.
  • Task Lists
    Within Teamwork.com, you can add task lists in a project to group tasks together. Note: You can't add a task to a project without adding it to a task list.
  • 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.
  • Tasks Board View (New)
    Identify bottlenecks and delays in your workflow quickly. Tailor each project's Board view with detailed and flexible processes to suit each individual project's needs.
  • Set Up Teamwork.com SSO with Duo
    ✔ Available with the paid Advanced Security add-on What Set up single sign-on (SSO) to Teamwork.com by adding a SAML application to your Duo account.
  • Board Column Automations
    Who Site admins and standard users in the owner company When You use Board view to manage your work schedule.
  • Creating Tasks via Marker.io
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • Bulk Editing Tasks
    In the Table or List area of your project, click the options button (three dots) in the top right and select Bulk Edit Tasks from the dropdown menu.
  • Bulk Managing Companies
    Bulk deleting companies Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu. When viewing the People area, select the Companies tab.
  • Filtering - Projects List View
    Click any of the dropdown fields in this menu to apply specific tags, project owners, health, and companies.
  • Filtering - Editing Saved Filters
    In the advanced filters pane of the relevant area, go to the Saved Filters tab. Hover over the filter and click the three dots to access the Edit Details option.
  • Projects
    You can leverage a range of features such as tasks, milestones, messages, notebooks, and files, to build out and track work.
  • Setting Recurring Task Reminders
    In the Add Reminder modal, you can choose a date and time, notification type (email, sms, mobile push), who to send it to, and a message.
  • Unavailable Time
    Unavailable time Add unavailable time for items such as meetings, time off and sick leave. This allows you to plan around scheduled time off in advance.
  • Upload a New Proof Version
    Keep all iterations in one place by actioning requested changes and sharing an updated version for follow-up review.
  • Resolving Notification Delays on an Android Device
    This may cause notification delays and notification bursts resulting in multiple notifications coming through at one time when the device exits sleep mode.
  • Categories
    You'll see a panel in the projects List view and on any applicable project item view (within a project). Work with the panel: Click a category to see the items in that category.
  • Creating a Login Form on Your Website or Intranet
    Within Teamwork.com, you can add a login form to your own website or intranet for your Teamwork.com site.
  • Milestones
    Create a milestone Try in-app Click Jump to in Teamwork.com's left navigation menu. Search for and select a project. Select the Milestones tab in the project navigation menu.