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  • Formula Custom Fields
    Why Track and add key work data to increase visibility and streamline processes. Gain greater reporting insights directly in Teamwork.com (without the need to export).
  • Project Budget Expenses
    Budget expenses and project invoice expenses are not related and work independently of one another.  Create a budget expense Try in-app Click Jump to in Teamwork.com's main navigation menu.
  • 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.
  • HTTP Request Automations
    Ex: You want to track design requests in a Google spreadsheet to share and review with a client.
  • Using the My Work List View
    You can use the view switches in the top right to change between list and table view. 
  • Projects Chart View
    Who Site admins can view and manage all projects in the Chart. Project admins can view and manage all projects they're an admin on in the Chart.
  • Teamwork.com HubSpot App
    Track action items in real-time by creating tasks and other items in Teamwork.com as you work in HubSpot.
  • Interacting with the Project Options Menu
    In any area containing a list of projects, such as the projects chart or list view , hover over the project name and click the three dots on the right to open the project options menu.
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • 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.
  • Setting Privacy on Links
    New links In the add link modal, go to the Privacy tab and select the current privacy setting field. By default, privacy will be set to Everybody on the project .
  • Getting Started with Teams
    Many activities in Teamwork.com involve working with cross-sections of your organization.
  • My Timesheet Calendar View
    What View, manage, and review all of your tracked time in a calendar-style personal timesheet. Why Manage your time across all projects and tasks in one place.
  • Markdown
    What Markdown provides a simple way to format text in messages, comments, task descriptions, and notebooks using symbols and characters for basic styling.
  • Resource Schedule Introduction
    Get to know their individual purposes and value so you can choose which best fits your workflow. 📖 Learn about how to view & manage resources and capacity plan in the Schedule .
  • Viewing Comments Across All Projects
    Within Teamwork.com, you can see comments on all items across all projects in the site-level Everything area.
  • 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 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.
  • Create a Custom Report
    ✔ Available on Grow and Scale subscriptions. 1 What Create custom reports built around the exact data and level of detail you need. Why Stay in tune with key business data as work progresses.
  • 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 .
  • Updating Your Profile Image
    Within Teamwork.com, you can add a profile photo to your account to help your team to more easily identify who is performing actions on your project.
  • Using Shortcodes to Update Tasks
    Shortcodes can be used in both List and Board views for tasks in your projects. Supported shortcodes # - Tag !
  • Working with Dashboards
    In the top right, you have options to edit the personal dashboard or add a new dashboard view. You can create multiple dashboard views based on different metrics and projects on your site.
  • Projects List View
    Click the Projects option in the main navigation menu on the left of your site and select the List tab.
  • Bulk Editing Tasks Across Multiple Projects
    To view the site-level Tasks area, click the More option in the main navigation menu on the left of your site and select Everything from the pop-out menu .