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Everything Table View
Feature overview What The Table view in the Everything area displays tasks from all projects you have access to in a spreadsheet-style layout. Use it to view, organize, and update work in one place.
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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.
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Create a Project from a Template
Create a project from a template Click Projects in Teamwork.com's main navigation menu. Select the List tab. Click + Add Project . Select Use a template .
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Events
Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
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Update Your Subscription Payment Details
Add a dedicated company email address where subscription invoices should be sent.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Tentative Projects
What A tentative project is a project created in a tentative state to plan work that is likely but not yet confirmed.
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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.
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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.
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Retainer Project Budgets
Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
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Navigate Teamwork.com
This guide highlights the current navigation experience and answers common questions about the update in the FAQ below.
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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 .
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Logging Time via Email
Within Teamwork.com, you can log time to tasks and projects when replying to project item notification emails.
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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.
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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.