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  • 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. 
  • Two-factor Authentication
    Who Site owners and s ite admins (in the owner company) can manage their own 2FA settings and reset other users' 2FA.
  • 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.
  • 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.
  • Clients View
    Click an individual client to see in-depth data (like activity, project health, and more) related to that client. TL;DR: A simple and organized place to view and manage your clients.
  • 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.
  • 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.
  • 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.
  • Retainer Project Budgets
    Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
  • 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.
  • 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.
  • 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.
  • 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 .
  • Resource Schedule Introduction
    walkthrough of resource management in Teamwork.
  • 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.
  • Tentative Projects
    What A tentative project is a project created in a tentative state to plan work that is likely but not yet confirmed.
  • 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.
  • Navigating Teamwork.com
    Select More in the main menu and hover over one of the items in the pop-up menu. Click the pin icon beside the item to pin it to the main menu.
  • New Task Details View
    View task details Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Select List from the project's navigation menu.
  • Comments
    Within Teamwork.com, you can comment on project items such as tasks, milestones, files, notebooks, and links.
  • 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.
  • Manage User Profile Permissions
    Permissions are only granted to users in line with their user type access rights (standard user, client user). Ex.