Search for "microsoft office add-in" yielded 642 results
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Resending a User Invite
To view the people area, click the More option from the main navigation and select People from the dropdown menu. In the people area, select the People tab from the horizontal menu.
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Adding Task Reminders
Reminders can be added to active tasks on your site in a number of ways. In tasks List view, hover over the task to reveal the quick task options to the right of the task title.
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Using the Ybug Integration
Closing an issue in Teamwork.com will close the issue in Ybug. If you close an issue from Ybug, this will not close the task in Teamwork.com .
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Adding a Subteam
Note: Subteams are available on per-user Premium/Grow subscriptions and above. When you are creating a team , you can make it a subteam by assigning a parent team to it in the Advanced tab.
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Set Billable Time Defaults
Standard users , client users , and collaborators with the project permission to: Add Task Lists (allows users to create and manage task lists on the project).
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Teamwork.com Timer App
✔ Available on all subscriptions What Track time against projects and tasks using timers in Teamwork.com's Timer app as you work.
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Getting Started with Teams
Many activities in Teamwork.com involve working with cross-sections of your organization.
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Manage Files on Tasks
Add files to a task Files can be attached to tasks in the Table , List , or Board view of your project. Want to save time? Add multiple files to a task at once.
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Moving or Copying a Notebook to Another Project
Note: You will need to have the can add/edit notebooks permission or be a project/site administrator to be able to do this.
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HubSpot Automations
Who Site admins, project admins, and standard users (all in the owner company) can connect a HubSpot account and create HubSpot automations. ⚠️ The person connecting HubSpot must have super admin permissions
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Splitting a Reply into a New Message
Click the options down arrow to the right of the message reply and choose Split Message from the dropdown menu. In the split message modal, you can add a subject for the new message.
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Using the Teamwork.com Desktop App
Note: The Teamwork.com desktop app does not support offline use.
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Events
Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
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Create a Project from a Template
Create a project from a template Click Projects in Teamwork.com's main navigation menu. Select the List tab. Click + Add Project . Select Use a template .
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Update Your Subscription Payment Details
Add a dedicated company email address where subscription invoices should be sent.
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Single Sign-on (SSO) Overview
Single sign-on (SSO) SSO is a session/user authentication process that permits a user to enter one name and password in order to access multiple applications.
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Exporting an Invoice to FreshBooks Classic
FreshBooks is an accounting software that enables you to track invoices, expenses, and time. Within Teamwork.com, you can choose to export an invoice in a project to your FreshBooks Classic account.
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ClickUp Importer
✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions 1 What Import your projects from ClickUp to Teamwork.com. Why Get up and running quickly and efficiently in Teamwork.com.
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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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Enabling Box.com on Your Projects
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.
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Creating Project Items Using Zapier
Zapier allows you to integrate a range of different web applications by performing actions in one app when a specific event occurs in another.
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Using the Make Integration
In the following example, Teamwork.com and Slack are connected to send a message in a Slack channel when a task is created in Teamwork.com.
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Client Overview Tab
Who Site admins (in the owner company) can view the Clients area, create and manage all clients, and use the client Overview.
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Enabling SSO for Your Site
Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription.
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Clients View
Click an individual client to see in-depth data (like activity, project health, and more) related to that client. TL;DR: A simple and organized place to view and manage your clients.