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  • 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
    Users People invited as users will be able to create an account username and password to access your site.
  • Clients View
    Click an individual client to see in-depth data (like activity, project health, and more) related to that client. TL;DR: A simple and organized place to view and manage your clients.
  • Create and Manage Custom Fields
    What Create custom fields to track, manage, and filter project, task, and client information that's unique to your business needs.
  • 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 .
  • Notebook Versioning
    Within Teamwork.com, you can save changes to a notebook as a new version rather than writing over the existing content.
  • 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.
  • Filtering - An Overview
    The filtering option within each area of your site can be accessed by clicking the filters button in the top right of the section. The filters pane will open on the right-hand side of your screen.
  • 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.
  • 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.
  • People Filtering - Completed Tasks
    Within Teamwork.com, you can filter completed tasks that have been assigned to a particular person. Go to the People section of your site and select the relevant user to view their profile.
  • Editing a Notebook (Beta)
    Within Teamwork.com, you can edit existing notebooks that have been added to your projects. This article relates to a Beta version of the Notebooks editor available for some Teamwork.com accounts.
  • Project Profitability
    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 view any project's profitability.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Scheduled Reports
    to do extra work: Example: Schedule project health reports to be sent to executives every month.
  • 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 .