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  • 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.
  • Create an iCal Feed from Teamwork.com to Outlook
    To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar .
  • 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 .
  • 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
  • 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.
  • 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.
  • Teamwork.com HubSpot App
    📋 Available on Grow and Scale plans. This feature is also dependent on your HubSpot subscription.
  • 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.
  • New Task Details View
    Update key work data as a project's tasks progress to increase visibility and provide context. Who Site admins can view and manage all tasks on all projects.
  • 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.
  • Bulk Editing Subtasks
    Note: Only users with the project permission to edit all tasks can bulk edit subtasks on a project.
  • Working with Dashboards
    ✔ Available on all subscriptions 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.
  • 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.
  • Resource Schedule Introduction
    📋 Available on Grow (with limits) and Scale subscriptions. See Schedule feature access for more information. Also available on legacy Premium and Enterprise subscriptions.
  • 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.
  • 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.
  • Exporting an Invoice to FreshBooks
    FreshBooks is an accounting software that enables you to track invoices, expenses, and time. Within Teamwork.com, you can export invoices from a project to your FreshBooks account.
  • Using Table View for Tasks
    Within Teamwork.com, you can use table view to easily view and manage tasks on your projects.
  • Enabling Teamwork Spaces for Your Site
    Click your profile icon in the bottom left of your site and select Apps and Integrations from the menu. Note: Only owner company site administrators can manage integrations.