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  • Exporting a Project List by Category
    To export the list, select the Projects option from the main navigation and choose See All Projects from the side panel. Within list view, the All Projects category will be selected by default.
  • Bulk Editing Tasks via the Tasks Breakdown View
    Go to the Dashboard area of your project and select the Summary subsection.
  • Setting Privacy on Notebooks
    Within Teamwork.com, you can set privacy on any notebooks you add to your project so only certain users can access them.
  • Enabling Comments at Project Level
    Go to your the project and choose the Settings tab and select the General subsection. Note: Only site or project administrators will have the option to enable comments.
  • Viewing Project Updates History
    To react to an update, hover over the update in the quick view and select a reaction from the dropdown list. You can also react to the most recent update at the top of the Dashboard tab.
  • Tasks List View
    assigned to other users) When Anytime you need to update key task data or complete work.
  • People Filtering - Tasks
    Within Teamwork.com, you can filter tasks assigned to a particular person. Go to the People section of your site and select the relevant user to view their profile.
  • People
    To view the People area, click the People tab in your left-hand side nav. Use the horizontal menu to view People, Roles, Skills, Teams, and Statuses.
  • Utilization Report
    Switch to the Essential s tab in the user details window. Navigate to the Billable utilization target field. Update the user's billable target percentage. The target defaults to 80%. Click Update .
  • Enabling the Easy Insight Integration
    Within Easy Insight, you can connect your Teamwork.com site to r eport across your task. To connect to Easy Insight, you will first need to create an Easy Insight account.
  • Quickly Adding Subtasks
    Within Teamwork.com, you can quickly add multiple subtasks to a task on your project.
  • Exporting an Invoice to a Xero File
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Viewing User Change History
    Within Teamwork.com, you can see all the changes that have been made to an individual user in the user history.
  • Reviewing Your Unread Messages and Comments
    In your profile settings , you can choose to receive notifications on all activity on the projects you are part of or just the activity that relates to you.
  • Creating a Notebook
    Go to the Notebooks tab of your project and click the Add a Notebook button in the top right.  Note: It is not possible to create notebooks via Markdown using this version of the Notebooks editor. 
  • Using the Teamwork.com Extension in Visual Studio Code
    Using the checkboxes to the left of each project, select the ones you want to list in the extension pane for quick access.
  • Team Member Step 4: Log Your Time
    When you finish, click stop, check the details, and select Log time . Option 2: Add time in your timesheet Select Time in the main navigation, then open the My timesheet tab.
  • 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.
  • Enabling Teamwork Desk for Your Site
    In the Integrations area, scroll to the Teamwork Desk section and click the Enable button. It is also possible to enable Teamwork Desk through your product switcher .
  • 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.
  • 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
  • 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?
  • 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 .