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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 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. -
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 . -
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. -
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. -
Slack Automations
Each person who wants to use Slack automations needs to set it up to use it. -
Manage Task Templates
Click the filter button () in the view's top right. -
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. -
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. -
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. -
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. -
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. -
Everything Board View
Search, sort, and filter tasks to focus on the right work. -
Task Details View
assigned to other users) When Anytime you need to view a task's full details, update key task data, or complete work. -
Assign Tasks to Roles
Users with permission to update all tasks can reassign tasks from roles to people in bulk. -
Starting a Conversation with Another User
Click the More option in the main navigation menu and select People from the pop-out menu. -
Editing the Name of a Project
Note: Only project administrators and above have permission to update the name of a project. -
Editing File Privacy
Go to the Files area of your project and hover over the relevant file to reveal the file options.
