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Using Project Activity Digest Panels
Within Teamwork.com, you can add project digest panels to your dashboards for a quick breakdown of your projects.
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Moving or Copying a Notebook to Another Project
Note: You will need to have the can add/edit notebooks permission or be a project/site administrator to be able to do this.
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Viewing Links Across All Projects
To view Links across all Projects, click the More option in the main navigation menu on the left of your site and select Everything .
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Connecting Your Teamwork.com Account to Unito
Unito is a software tool that enables you to sync your favorite work management tools by pairing up projects and repositories.
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Navigating Teamwork.com
You can also access project templates here depending on your price plan and permissions. Home The Home area acts as a hub for items most relevant to you in your day-to-day work.
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Using Keyboard Shortcuts
Within Teamwork.com, you can use keyboard shortcuts to access features that you use regularly and help you work more efficiently.
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Create a Custom Report
✔ Available on Grow and Scale subscriptions. 1 What Create custom reports built around the exact data and level of detail you need. Why Stay in tune with key business data as work progresses.
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Manage Forms
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 What View and manage existing intake forms on your projects.
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Trello Importer
Within Teamwork.com, you can import boards from Trello into your projects using the Trello importer. Import from Trello 🔑 Site admins (in the owner company) can access a site's import settings.
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Exporting an Invoice to FreshBooks Classic
FreshBooks is an accounting software that enables you to track invoices, expenses, and time. Within Teamwork.com, you can choose to export an invoice in a project to your FreshBooks Classic account.
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Projects Chart View
✔️ Available on all subscriptions What A timeline view of all projects and milestones shared with you. Why Monitor projects' status (late, current, completed).
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Adding a Project Announcement
Within Teamwork.com, you can add an announcement to your project which will display in the project's Dashboard area.
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Risks
✔ Available on Deliver, Grow, and Scale subscriptions 1 What Create risks to account for anything which may affect the project's outcome.
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HubSpot Automations
✔ Available on Grow and Scale subscriptions 1 What Set up an automation (or automations) to take actions in Teamwork.com (such as create a task) or Teamwork Chat (send a message) when a deal's pipeline
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Editing Tasks in Table View
Start and due dates Hover over the start/end date field for a task and select the Add Date option. Where a task already has a date set, you can click the current value.
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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.
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My Timesheet Calendar View
✔️ Available on all subscriptions. What View, manage, and review all of your tracked time in a calendar-style personal timesheet. Why Manage your time across all projects and tasks in one place.
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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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NetSuite Integration
✔️ Available on Scale and Enterprise subscriptions.
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Linking Files from Integrated Storage Accounts to Your Projects
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can use file storage integrations to link files from your third party storage accounts to your projects.
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Archiving Messages
Within Teamwork.com, a site or project administrator can archive existing messages on a project. Go to the Messages area of your project and select the relevant message to view it.
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Viewing Notebooks Across All Projects
To view all Notebooks, click the More option in the main navigation menu on the left of your site and select Everything . In the Everything area, select the Notebooks tab from the horizontal menu.
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Using the Ybug Integration
Ybug offer a browser extension for feedback and bug reports from your testers and team members, or an embeddable widget to add to your own site to gather feedback from clients and visitors.
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Markdown
✔️ Available on all subscriptions. What Markdown provides a simple way to format text in messages, comments, task descriptions, and notebooks using symbols and characters for basic styling.
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Using Dashboard Burndown Panels
✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list.