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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.
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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.
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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
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Clients View
you start Clients view must be enabled: Clients view is available when the feature is turned on in your site settings.
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Bulk Editing Subtasks
Note: Only users with the project permission to edit all tasks can bulk edit subtasks on a project.
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Changing Your Password
Click your profile image in the top right corner of your site and choose Edit My Details from the menu. Go to the Account tab and toggle on the Change Password option.
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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.
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Using Teamwork AI to Create Tasks Across Multiple Projects
Available to: Site admins, project admins, and users with permission to add tasks in each target project Prerequisite: Each project, and a task list inside it, must already exist Before You Start Ask AI
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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.
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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.
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Risks
Project admins can manage risks on projects they administer. Standard and client users need the Add Risks project permission.
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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.
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Enabling the Marker.io Integration
Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
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Reports FAQ - Custom Reports
In this article Custom Reports Custom Reports Can I add invoiced/billed time or billed amounts as columns on Custom Reports? Not yet — Invoiced Time is currently only available on the Time Report.
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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.
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Using Table View for Tasks
Within Teamwork.com, you can use table view to easily view and manage tasks on your projects.
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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.
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Tasks Table View
Use filters, sort, or group tasks to focus on the right work. Once your table is set up, you can review and update tasks directly without opening each task individually.
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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.
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Creating Project Items Using Zapier
Within Zapier, you can create project items on your Teamwork.com site using triggers.
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Teamwork.com HubSpot App
This feature is also dependent on your HubSpot subscription.
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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.
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Calendar
Within Teamwork.com, you can use the Calendar area to view and manage events. 📣 PSA! We've made something even better.
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Enabling Teamwork Spaces for Your Site
Click your profile icon in the top right corner of your site and select Apps and Integrations from the menu. Note: Only owner company site administrators can manage integrations.
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Projects List View
Click the Projects option in the main navigation menu on the left of your site and select the List tab.