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  • Editing a Team
    In the Update Team modal, you will have access to: Details - update the team name, icon, and logo.
  • 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. How do I request SSO for my Teamwork.com site?
  • Bulk Managing Companies
    Quick answer: Click Clients in the left navigation menu, select clients with the checkboxes, and click Delete in the bulk actions toolbar to remove them and all their members.
  • Creating Recurring Events
    Within Teamwork.com, you can create recurring events in the Calendar area of your site.
  • Viewing a Notebook (Beta)
    View a notebook Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Notebooks section. Click a notebook title to open it in view mode.
  • Board View Triggers
    Who Site admins and project admins can create & manage board columns and triggers.
  • 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.
  • 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. What is a client user?
  • Placeholders
    Filter by placeholders in the Schedule to easily see what allocations need to be transferred to a names resource. Add a placeholder Click Resourcing in Teamwork.com's main navigation menu.
  • Adding Task Reminders
    Quick answer: To add a reminder to a task in Teamwork.com, click the bell icon in the task, or hover over the task and press R .
  • Roles
    You can create custom roles and assign them to users across your site. Why Reflect your real-world team structure in Teamwork. Plan and report on work by function, not only by individual user.
  • Tasks
    Every task sits in a task list , can be assigned to people, teams or companies (or left for anyone), and can have start and due dates. You can create and view tasks in List , Board and Table views.
  • Creating a Notebook
    Quick answer: To create a notebook in Teamwork.com, open the project's Notebooks tab and click Add a Notebook .
  • Set Up Teamwork.com SSO with Duo
    ✔ Available with the paid Advanced Security add-on What Set up single sign-on (SSO) to Teamwork.com by adding a SAML application to your Duo account.
  • Board Column Automations
    Who Site admins and standard users in the owner company When You use Board view to manage your work schedule.
  • Changing General Project Settings
    Within Teamwork.com, you can update general, integration and notification settings for your project in the project settings area.
  • Task Lists
    Within Teamwork.com, you can add task lists in a project to group tasks together. Note: You can't add a task to a project without adding it to a task list.
  • Creating Tasks via Marker.io
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • Filtering - Projects List View
    Click any of the dropdown fields in this menu to apply specific tags, project owners, health, and companies. Note: On all plans*, you can also filter by project custom fields .
  • Project Manager Step 1: Create a Project from a Template
    Quick answer: To create a project from a template in Teamwork.com, go to Projects , open the List tab and select + Add Project › Use a template .
  • Unavailable Time
    Unavailable time Add unavailable time for items such as meetings, time off and sick leave. This allows you to plan around scheduled time off in advance.
  • Upload a New Proof Version
    Keep all iterations in one place by actioning requested changes and sharing an updated version for follow-up review.
  • Milestones
    ✔️ Available on all subscriptions Quick answer: Turn on Milestones in the project's settings, then open the project's Milestones tab and click Add Milestone .
  • Categories
    You'll see a panel in the projects List view and on any applicable project item view (within a project). Work with the panel: Click a category to see the items in that category.
  • How Financial Overview Figures Are Calculated
    How is time spread across periods in the Financial overview report? When an allocation or task covers more than one day, the report splits its hours across the days so each period gets its share.