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  • 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.
  • 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.
  • 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.
  • 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.
  • Retainer Project Budgets
    Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
  • 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.
  • Viewing Comments Across All Projects
    Within Teamwork.com, you can see comments on all items across all projects in the site-level Everything area.
  • 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 .
  • 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.
  • Logging Time via Email
    Within Teamwork.com, you can log time to tasks and projects when replying to project item notification emails.
  • 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 .
  • 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.
  • Comments
    Within Teamwork.com, you can comment on project items such as tasks, milestones, files, notebooks, and links.
  • 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.
  • 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.
  • 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.
  • Resource Schedule Introduction
    Get to know their individual purposes and value so you can choose which best fits your workflow. 📖 Learn about how to view & manage resources and capacity plan in the Schedule .
  • 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.
  • Manage User Profile Permissions
    Permissions are only granted to users in line with their user type access rights (standard user, client user). Ex.
  • Viewing Active Tasks Across All Projects
    From this view you can run reports, complete tasks, log time, add comments or edit them just like you would in the tasks section within a project.
  • 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
  • Using the My Work List View
    You can use the view switches in the top right to change between list and table view.