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  • Task List Options
    Within Teamwork.com, you can utilize a variety of options and settings for each task list on your project.
  • Editing File Privacy
    Click the dropdown arrow to the right of the file name and choose Edit File Details from the dropdown menu. Click the privacy field to change in the file details modal to update the privacy settings.
  • 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.
  • 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 .
  • 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.
  • 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.
  • 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.
  • 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).
  • Getting Started with Teams
    Many activities in Teamwork.com involve working with cross-sections of your organization.
  • 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. 
  • 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.
  • Update Your Subscription Payment Details
    Who Site owners and site administrators in the owner company When If you need to update your account to reflect up-to-date payment and company details.
  • 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
  • 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.
  • Events
    Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
  • 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 .
  • 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.
  • Using the Teamwork.com Desktop App
    Note: The Teamwork.com desktop app does not support offline use.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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. 
  • 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.