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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. -
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. -
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 . -
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. -
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. -
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. -
Manage Task Templates
Click the filter button () in the view's top right. -
Profitability Report
Changes to a user’s existing rates apply to the entire day on which the rate is set or updated and to their profitability calculation. -
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. -
Linking Files from Integrated Storage Accounts to Your Projects
Within Teamwork.com, you can use file storage integrations to link files from your third party storage accounts to your projects. -
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. -
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. -
Tasks - Board View
Search, sort, and filter tasks to focus on the right work. -
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. -
Assign Tasks to Roles
Users with permission to update all tasks can reassign tasks from roles to people in bulk. -
Board Column Automations
What Create automations to automatically update task properties when a task's associated board column changes or create automations to move tasks to a particular column when other task details change.
