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  • Connecting Your Teamwork.com Account to Unito
    Within Unito, you can create a sync to your Teamwork.com site and connect it with other tools.
  • Manage Task Templates
    Who Site admins (in the owner company) Standard users with the profile permission to: Manage task templates (allows users to access the task templates area, create & manage task templates, and save task
  • Create a Custom Report Chart
    Why Visualize report data to spot trends and share key insights more quickly than scanning rows of results. Who Users who can access and edit the custom report.
  • Use Custom Fields
    Who Site admins (in the owner company) can set, update, and remove custom fields on any project, task, or client.
  • Formula Custom Fields
    Who Site admins (in the owner company) and standard users with the profile permission to manage custom fields can create and manage formula fields via custom reports .
  • Bulk Editing Subtasks
    In the Table area of your project, click the options button (three dots) to the right of an existing parent task.
  • Managing Your Marker.io Destinations
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • Customize Home Dashboards
    ⏳ Home dashboards are currently rolling out in Early Access, so some functionality may vary between accounts. Some widgets are only available on specific Teamwork.com plans.
  • Filtering - Editing Saved Filters
    You can locate this in the filters modal. In the advanced filters pane of the relevant area, go to the Saved Filters tab.
  • Task List Options
    Within Teamwork.com, you can utilize a variety of options and settings for each task list on your project.
  • 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.
  • 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.
  • 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 .
  • Clients View
    What Use Clients view to create, organize, and manage client companies in Teamwork.com. Why Keep client companies, contacts, projects, and financial context organized in one place.
  • 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).
  • 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.
  • 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.
  • 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. 
  • Using the Teamwork.com Desktop App
    Note: The Teamwork.com desktop app does not support offline use.
  • 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.
  • Risks
    In this article Before you start View risks across projects Customize your risks view Find and prioritize risks View risks in a project Create a risk Update a risk Copy risks Delete a risk Best practices
  • Tasks Table View
    Feature overview What The Table view in the Tasks area displays tasks from all projects you have access to in a spreadsheet-style layout. Use it to view, organize, and update work in one place.
  • 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.
  • 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 .