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Manage Forms
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 What View and manage existing intake forms on your projects. -
Working with the Schedule People View (Legacy)
. ✔ Available on Scale subscriptions 1 Within Teamwork.com, you can use the Schedule's People area to view and manage the allocations assigned to individual users. -
Risks
✔ Available on Deliver, Grow, and Scale subscriptions 1 What Create risks to account for anything which may affect the project's outcome. -
Manage Task Templates
✔ Available on all subscriptions. What Task templates are like placeholder task lists for tasks you're likely to use repeatedly. Manage your site's task templates. -
Enabling Comments at Project Level
Go to your the project and choose the Settings tab and select the General subsection. Note: Only site or project administrators will have the option to enable comments. -
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. -
Default Project Permissions for New Users
Who Site admins (in the owner company) set and manage default permissions. When You need all internal team members to be able to view tasks and log time on any project they're a member of. -
Sharing Dashboards
✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can share individual dashboards with other users on your site. -
Adding Observers to a Project
Within Teamwork.com, you can add people to projects as observers , giving them project access without making them primary participants. -
Uploading Files in the Files Area
Note: Only site admins, project admins, and users with permission to add files on the project can access the upload option. -
Monday.com Importer
Click Copy on the Personal API Token field's right. Click Regenerate if you want to issue a new token. ⚠️ Only v2 API tokens are supported with this import tool. -
Using the My Work List View
In the top right of the My work area, you can view quick status counts of your tasks and milestones based on what is late, due today, or upcoming. -
Portfolio Triggers
✔ Available on Starter, Deliver, Grow, and Scale subscriptions. 1 What Create Portfolio board triggers to automatically update a project's properties when the project card is moved to a particular column -
Using Dashboard Burndown Panels
✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list. -
Create Automations
Before you start The successful execution of an automation depends on the creator's permissions on the automation's associated projects. -
Formula Custom Fields
Click the arrow on the Add column button's right. Select Create formula . Enter the field's name. This is the label that'll appear whenever the custom field is referenced. -
My Timesheet Calendar View
✔️ Available on all subscriptions. 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. -
Editing Project Details
Within Teamwork.com, you can edit the details for projects on your site. Note: Only site administrators and project administrators can manage a project. -
Tags
✔ Tags are available on all subscriptions ✔ Project specific tags are available on Grow and Scale subscriptions 1 Within Teamwork.com, tags are a way to mark items so that you can use a filter to see just -
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. -
Manage Tasks in Board View
Project admins can manage boards, columns, and automations on projects they are an admin on. -
Editing Tasks in Table View
Start and due dates Hover over the start/end date field for a task and select the Add Date option. Where a task already has a date set, you can click the current value. -
Projects Chart View
✔️ Available on all subscriptions What A timeline view of all projects and milestones shared with you. Why Monitor projects' status (late, current, completed). -
Enabling Teamwork Spaces for Your Site
Click your profile icon in the bottom left of your site and select Apps and Integrations from the menu. Note: Only owner company site administrators can manage integrations. -
Create a Project from a Template
✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions. 1 What Create a project from a project template. Why Save time setting up new projects by leveraging project templates.