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  • Working with the Schedule People View
    Click the More option in the main navigation menu on the left of your site and select Planning from the pop-out menu. 
  • Risks
    Mitigate risks by putting follow up actions in place. Who Site admins can create and manage risks on all projects. Project admins can create and manage risks on projects they're an admin on.
  • Create Task Templates
    Who Site admins (in the owner company) Standard users with the profile permission : Manage task templates (allows users to access the task templates area, create & manage task templates, and save task
  • Agency Quick Start Guide
    Whether you are looking to streamline or grow your agency, Teamwork.com can help your team become more efficient and in turn make your clients happier.
  • Viewing User Change History
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can see all the changes that have been made to an individual user in the user history.
  • Quickly Viewing All of Your Tasks
    Within Teamwork.com, you can quickly view all tasks assigned to you in your profile. Click your profile avatar in the bottom left of your site and select My Tasks from the the pop-out menu.
  • New Tasks List View
    ⏳ The new tasks List view is in early release for all Teamwork.com accounts. What Create, view, and manage tasks from a project's List view.
  • 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.
  • Enabling SSO for Your Site
    Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription.
  • Adding a Project Team
    Note: Project level teams are available on per-user Pro/Deliver subscriptions and above. Go to the People area of the relevant project and select the Teams subsection.
  • Manage Forms
    Use the search and sort options to locate specific forms and adjust how the list is displayed. Search: Type a keyword in the Search field to locate forms based on title.
  • New Task Details View
    ⏳ This task details view is part of the new tasks List view , which is in early release for all Teamwork.com accounts. What View and manage a task's properties from the task details view.
  • Project Template Privacy
    Who Site admins Standard users with the profile permission : Manage project templates (allows users to create and manage project templates) When You want to create templates for client work and only involve
  • Setting Privacy on Notebooks
    Within Teamwork.com, you can set privacy on any notebooks you add to your project so only certain users can access them.
  • Creating Recurring Events
    Within Teamwork.com, you can create recurring events in the Calendar area of your site.
  • Managing Project Specific Tags
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can use project specific tags to help manage and organize your projects and project items.
  • Exporting an Invoice to Xero Online
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Sync Project Data to HubSpot Objects
    When Your company uses HubSpot and Teamwork.com and you want to view project data in HubSpot objects (ex. deals), reports, and dashboards. What Sync Teamwork.com project data to HubSpot objects.
  • 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.
  • Teamwork.com Beta Program - Gantt Chart Overhaul
    In addition to the refreshed design, the Gantt update includes some enhancements such as filtering and critical paths.
  • Tags
    You can choose specific colors for each tag to help identify certain items with those tags, like adding a tag in red to show it's important.
  • Board View Triggers
    Who Site admins and project admins can create & manage board columns and triggers.
  • Connecting Teamwork.com to Make
    Using Make allows you to connect Teamwork.com to any service in Make's list of supported apps and services , allowing you to create multi-step integrations in no time.
  • Workload Planner Overview
    ✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can utilize the Workload Planner to manage user capacity and tasks. Select Planning in Teamwork.com's main navigation menu.
  • Managing Multiple Files
    Within Teamwork.com, you can select and manage multiple files at once, and delete, move, copy or download them in one go.