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  • Installing the Teamwork.com Extension in Visual Studio Code
    To link a Teamwork.com account to the extension, click the Please login first message.
  • Managing Tasks in the Calendar
    Open the filters pane and, in Options , select by Duration to show tasks across the days they run.
  • Board Column Automations
    What Create automations to automatically update task properties when a task's associated board column changes or create automations to move tasks to a particular column when other task details change.
  • Editing the Name of a Project
    Note: Only project administrators and above have permission to update the name of a project.
  • Starting a Conversation with Another User
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Bulk Edit Tasks Across Projects
    Use bulk edit to update multiple tasks Use the bulk actions window to select active tasks and choose the action you want to apply.
  • Bulk Managing Companies
    Open a client's People tab to bulk move people to another client, add them to teams, set their permissions, or delete them.
  • Agency Quick Start Guide
    Here are a few ways in which our core product can set you on a path to success. Streamline and scale - manage day to day work while also tracking the bigger picture.
  • Using the Gantt Chart
    Drag task bars to change dates, drag the bottom left of a bar to set progress, and drag the grey dot between tasks to create dependencies . You can also filter, print or export the chart.
  • Navigate Teamwork.com
    Use Recent to return to work Use Recent to quickly return to work you have opened or interacted with recently. Open Recent from the sidebar to view recently accessed work.
  • Profitability Report
    Changes to a user’s existing rates apply to the entire day on which the rate is set or updated and to their profitability calculation.
  • Add Tags to Tracked Time
    Add up to 8 tags to an individual time entry. 8 tags is a lot — try and stick to tags that your team regularly leverages for reporting or tracking purposes. By default, any user can create new tags.
  • Reordering Tasks in Table View
    Note: Only project members with permission to add task can reorder tasks in a project. To reorder your tasks, go to the Table area of your project.
  • Deleting a Company
    Select the client you would like to delete to view the client's profile. Any projects associated with that client will automatically be assigned to the owner company upon deletion.
  • Reassigning Tasks & Milestones
    When you select to view a team, tasks assigned to individual team members will also be included.
  • Using the Ybug Integration
    Within Ybug, you can submit feedback directly to your projects via the Teamwork.com integration. You will first need to enable the integration from your Ybug account.
  • Using Dashboard Burndown Panels
    Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list.
  • Updating Your Own and Other Users' Profile Preferences
    Quick answer: To update your profile preferences in Teamwork.com, click your profile icon, select Edit my details and go to the Preferences tab.
  • Tasks - Completed Tasks
    Use sorting or filters to narrow the list to the completed work you want to review. Click a task name to open its details, or export the list if you need to share or report on completed work.
  • Adding an Event via the Quick Add Menu
    In the quick add pop-out menu, click ... More , then select Event . In the Add Event window, you'll need to enter an event name.
  • Creating a Ticket on a Task
    In any tasks List view on your site, hover over the relevant task to reveal the task options. A Teamwork Desk icon will appear to the right of the task name.
  • Task List Budgets
    Standard users and client users with permission to: View project budget (grants users read-only access to a project's Budgets area).
  • Risks
    Select Add widget to open the widget library. Search for or select a widget, then add it to the dashboard. Manage a widget: Use a widget's options menu (three dots) to rename, move, or remove it.
  • View and Manage Proofs
    When You want to manage your team's proofs regularly to ensure active proofs are being actioned.
  • Using the Teamwork.com Desktop App
    Double click the dmg file to run the installer. You can then drag the Teamwork Projects Desktop icon to the Applications folder in the setup modal.