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  • Navigate the Schedule
    Switch between project and people views to balance workloads. Use filters, grouping, and color cues to make informed resourcing decisions.
  • Manage Task Templates
    Click the filter button () in the view's top right.
  • 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.
  • Setting Privacy on Task Lists
    Within Teamwork.com, you can set the privacy on a task list so that only certain people on the project are able to see it.
  • Adding Files via Email
    Each project has a unique email address that allows you to upload files by sending an email with the files attached to that project's email address.
  • Create an iCal Feed from Teamwork.com to Your iPhone Calendar
    Within Teamwork.com, you can subscribe to your Teamwork.com calendar on your iPhone via iCal feed.
  • Viewing Activity on Your Site
    Within Teamwork.com, you can view a feed of all activity across your projects, including updates to various project items.
  • Connecting Your Teamwork.com Account to Unito
    Unito is a software tool that enables you to sync your favorite work management tools by pairing up projects and repositories.
  • Using the Product Switcher
    To open another Teamwork.com product, select the product from the pop-out. Note: Only apps that have been enabled for your Teamwork.com site are listed in the menu.
  • Create a Form
    Scroll to the question type you want to add to the form. Click the question type to add it as a form field.
  • Starting a Conversation with Another User
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Editing the Name of a Project
    Note: Only project administrators and above have permission to update the name of a project.
  • Editing File Privacy
    Go to the Files area of your project and hover over the relevant file to reveal the file options.
  • Linking Files from Integrated Storage Accounts to Your Projects
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can use file storage integrations to link files from your third party storage accounts to your projects.
  • Archiving a Project
    While viewing an individual project, click the three dots to the right of the project name and select the Archive option within the Manage Project section.
  • Enabling the Google Team Drive Integration
    To set this up, you will first need to enable the Google Drive integration on your Teamwork.com site.
  • Reacting to Project Items
    Within Teamwork.com, you can react to project items such as comments, messages, files and project updates.
  • Installing the Teamwork.com Extension in Visual Studio Code
    To link a Teamwork.com account to the extension, click the Please login first message.
  • 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.
  • Board Column Automations
    ✔ Available on all subscriptions What Create automations to automatically update task properties when a task's associated board column changes or create automations to move tasks to a particular column
  • Agency Quick Start Guide
    Here are a few ways in which our core product can set you on a path to success. Streamline and scale - manage day to day work while also tracking the bigger picture.
  • Risks
    The risk is added to the project's risk register. Another option... Risks can also be created from the site-level Everything area. You'll need to specify a project to associate with the risk.
  • Create and Populate Tasks in Board View
    Scroll to the column you want to add a card to. Click the + icon in the column’s top right. You can also click Add a card at the bottom of a column . Enter the card (task) title.
  • View and Manage Proofs
    When You want to manage your team's proofs regularly to ensure active proofs are being actioned.
  • Profitability Report
    Changes to a user’s existing rates apply to the entire day on which the rate is set or updated and to their profitability calculation.