Menu

Knowledge Base

Search for "gmail add-on" yielded 644 results

  • Enabling Two Way Sync with Easy Insight
    Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards and reports.
  • Filtering - Editing Saved Filters
    Within Teamwork.com, you can edit any of your existing saved filters on your site. In the advanced filters pane of the relevant area, go to the Saved Filters tab.
  • Calendar
    Within Teamwork.com, you can use the Calendar area to view and manage events. 📣 PSA! We've made something even better.
  • Upgrading a Contact to a User
    To view the People area, click the More option in the main navigation menu on the left of your site and select People .
  • Formula Custom Fields
    Click the arrow on the + Add column button's right. Select Create formula . Step 3: Use the formula builder Enter the field's name.
  • Create a Custom Report Chart
    Why Visualize report data to spot trends and share key insights more quickly than scanning rows of results. Who Users who can access and edit the custom report.
  • Sharing a Saved Filter at Site Level
    When you share a filter, all selected users will receive an email with a link to the filter which when clicked will open their Teamwork.com site on the page with the filter applied.
  • Unavailable Time
    Manage resource scheduling (allows users to create and edit allocations on projects they're a member of). When Use unavailable time to map out your (or your team's) non-working time.
  • Manage User Profile Permissions
    Add projects Allows the user to create new projects on the site. They are automatically added as a project administrator on projects they create.
  • Board Column Automations
    overdue tasks Board column changes to "Review" Due date has passed Set priority to high Alert the team on due dates Due date arrives Progress is 90% and Priority is high Move task to "Review" column and
  • Changing Your Password
    Click your profile image in the bottom left of your site and choose Edit My Details from the menu. Go to the Account tab and toggle on the Change Password option.
  • Integrating with Yoxel
    Within Teamwork.com, you can enable the Yoxel integration on your site which allows you to quickly sync your Teamwork.com calendar and tasks with Google Apps and Outlook.
  • Clients View
    you start Clients view must be enabled: Clients view is available when the feature is turned on in your site settings.
  • Bulk Editing Subtasks
    Note: Only users with the project permission to edit all tasks can bulk edit subtasks on a project.
  • Create a Project from a Template
    ✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions. 1 What Create a project from a project template. Why Save time setting up new projects by leveraging project templates.
  • Working with Dashboards
    Within Teamwork.com, you can build custom dashboard views using different metrics based on certain projects and project items.
  • Adding Observers to a Project
    Within Teamwork.com, you can add people to projects as observers , giving them project access without making them primary participants.
  • Links
    Within Teamwork.com, you can use the links area in each project to store and categorize links relating to your project as a resource for your team to build and use.
  • Risks
    Project admins can manage risks on projects they administer. Standard and client users need the Add Risks project permission.
  • Enabling the Marker.io Integration
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • Teamwork.com User License Types
    Most often, these licenses would be reserved for your company's employees who are going to be managing and working on your projects in depth.
  • Viewing Project Updates History
    ✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can view a full list of project updates that have been set on your project.
  • Creating a Notebook (Beta)
    You can give your notebook a title, description (optional), and add content to the main body of the notebook.
  • Using Table View for Tasks
    Within Teamwork.com, you can use table view to easily view and manage tasks on your projects.
  • Reports Overview
    It includes built-in Teamwork.com reports, custom report creation, and scheduled report sharing (depending on your plan). Why Understand how work is progressing across projects and teams.