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  • Use Conditional Logic in Forms
    . đź“ť If you're editing an existing form and do not need to add more questions, skip to step 8 in this section to add page breaks. Scroll to the question type you want to add to the form.
  • Scheduled Reports
    to do extra work: Example: Schedule project health reports to be sent to executives every month.
  • Using the Userback Integration
    Within Userback, you can push feedback to your Teamwork.com account by creating new tasks. Note: To collect feedback, you will need to install and log in to the Userback browser extension .
  • Creating a Notebook via Email
    Within Teamwork.com, each project has a unique email address that allows you to create notebooks by sending an email to that address with the content of the notebook.
  • Manage Task Templates
    Click the filter button () in the view's top right.
  • 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.
  • 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.
  • 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.
  • Editing the Name of a Project
    Note: Only project administrators and above have permission to update the name of a project.
  • Starting a Conversation with Another User
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Reacting to Project Items
    Within Teamwork.com, you can react to project items such as comments, messages, files and project updates.
  • 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
    âś” 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.
  • Installing the Teamwork.com Extension in Visual Studio Code
    To link a Teamwork.com account to the extension, click the Please login first message.
  • Board Column Automations
    âś” 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.