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  • Update Your Subscription Payment Details
    Who Site owners and site administrators in the owner company When If you need to update your account to reflect up-to-date payment and company details.
  • Send Emails from Tasks
    Click your profile icon and select Settings . Switch to the Integrations tab. Scroll to Comments via Email . Click Enable . 🔐 Only site admins can enable or disable features in site settings.
  • Events
    Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
  • Single Sign-on (SSO) Overview
    Single sign-on (SSO) SSO is a session/user authentication process that permits a user to enter one name and password in order to access multiple applications.
  • ClickUp Importer
    ✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions 1 What Import your projects from ClickUp to Teamwork.com. Why Get up and running quickly and efficiently in Teamwork.com.
  • 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.
  • Enabling Box.com on Your Projects
    Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.
  • 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.
  • Using the Make Integration
    In the following example, Teamwork.com and Slack are connected to send a message in a Slack channel when a task is created in Teamwork.com. 
  • Client Overview Tab
    Who Site admins (in the owner company) can view the Clients area, create and manage all clients, and use the client Overview.
  • Tentative Projects
    What A tentative project is a project created in a tentative state to plan work that is likely but not yet confirmed.
  • 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.
  • Installing the Teamwork.com Document Editor
    Click your profile avatar in the bottom left of your site and select My Apps from the pop-out menu.
  • 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.
  • Retainer Project Budgets
    Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
  • Navigate Teamwork.com
    This guide highlights the current navigation experience and answers common questions about the update in the FAQ below.
  • 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.
  • Setting Privacy on Milestones
    New milestones In the new milestone modal, go to the Privacy & Followers tab and select the current setting under Who can see it. By default, privacy will be set to Everybody on the project .
  • Logging Time via Email
    Within Teamwork.com, you can log time to tasks and projects when replying to project item notification emails.
  • 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.
  • Managing Similar Messages
    Within Teamwork.com, you can specify how you would like messages that are sent via email to be posted, and if you would like to group them based on the subject.
  • 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 .
  • Track Time with Timers
    Start a timer Try in-app There are multiple ways to start timers (options below), but via the Quick add menu is a favorite because it's so easily accessible.
  • Using Shortcodes to Update Tasks
    Shortcodes can be used in both List and Board views for tasks in your projects. Supported shortcodes # - Tag !
  • 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.