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  • Share File Links
    Restricted sharing (Teamwork.com site users only) When you upload/access one of these linked files through Teamwork.com, the file's direct link takes a format like https://yourcompany.teamwork.com/#files
  • Fixed Fee 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 create, view, and manage fixed fee budgets.
  • New Tasks List View
    assigned to other users) When Anytime you need to update key task data or complete work.
  • Outlook Calendar Integration
    Scroll to Outlook Calendar . Click Enable (if available). 💡 Tip If you don’t see Outlook Calendar as an option, your site may not have access yet. Ask a site admin to review Apps & integrations .
  • Setting Privacy on Messages
    Within Teamwork.com, you can set privacy on any messages added to your project so only certain users can access them.
  • Viewing Your Recent Items
    Recent items can be accessed via the main search in the top left of your site. When you click the search option, the search field opens in a slide out panel listing your recent activity.
  • Pinning a Task List Open
    To pin an active task list and prevent it from being closed, click the options menu (three dots) to the right of the task list name.
  • Viewing User Change History
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can see all the changes that have been made to an individual user in the user history.
  • Company Timesheet
    Example: Filter the timesheet to your team at the end of each week to identify any gaps in tracked time.
  • Use Conditional Logic in Forms
    . 📝 If you're editing an existing form and do not need to add more questions, skip to step 8 in this section to add page breaks. Scroll to the question type you want to add to the form.
  • Plan Capacity with Google Calendar Events
    Request a demo (opens in a new tab) New to this?
  • Plan Capacity with Outlook Calendar Events
    Request a demo (opens in a new tab) New to this?
  • Creating a Notebook via Email
    Within Teamwork.com, each project has a unique email address that allows you to create notebooks by sending an email to that address with the content of the notebook.
  • Using the Userback Integration
    Within Userback, you can push feedback to your Teamwork.com account by creating new tasks. Note: To collect feedback, you will need to install and log in to the Userback browser extension .
  • Slack Automations
    Each person who wants to use Slack automations needs to set it up to use it.
  • Teamwork Chat Automations
    What Set up an automation (or automations) to automatically post messages in Teamwork Chat when a trigger event related to tasks occurs in Teamwork.com.
  • Navigate the Schedule
    Switch between project and people views to balance workloads. Use filters, grouping, and color cues to make informed resourcing decisions.
  • Manage Task Templates
    Click the filter button () in the view's top right.
  • Adding Files via Email
    Each project has a unique email address that allows you to upload files by sending an email with the files attached to that project's email address.
  • Setting Privacy on Task Lists
    Within Teamwork.com, you can set the privacy on a task list so that only certain people on the project are able to see it.
  • Create an iCal Feed from Teamwork.com to Your iPhone Calendar
    Within Teamwork.com, you can subscribe to your Teamwork.com calendar on your iPhone via iCal feed.
  • Viewing Activity on Your Site
    Within Teamwork.com, you can view a feed of all activity across your projects, including updates to various project items.
  • 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.
  • Connecting Your Teamwork.com Account to Unito
    Unito is a software tool that enables you to sync your favorite work management tools by pairing up projects and repositories.
  • Using the Product Switcher
    To open another Teamwork.com product, select the product from the pop-out. Note: Only apps that have been enabled for your Teamwork.com site are listed in the menu.