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Creating Project Items Using Zapier
Within Zapier, you can create project items on your Teamwork.com site using triggers.
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Using Teamwork AI to Create Tasks Across Multiple Projects
Quick answer: To create a task in several projects at once, open Teamwork AI , select the Ask AI tab and describe the task, the projects and the task list to use.
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Best practices for Project Profitability in Teamwork.com
Price future work on real data Use actual margins, and AI forecasting , to quote and plan future projects with confidence. How do I find out if a project is making money in Teamwork.com?
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Enabling Comments at Project Level
Go to your the project and choose the Settings tab and select the General subsection. Note: Only site or project administrators will have the option to enable comments.
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Manage Tasks in List View
Update key work data as projects progress to increase visibility and provide context. Who Site admins (in the owner company) can view and manage all tasks on all projects.
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Time Reminders
✔️ Available on Accelerate, Optimize, and Enterprise plans. * What Automate recurring time reminders, sent via email and within Teamwork.com, reminding people on your site to track their time.
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Manage Forms
📋 Available on Basics, Accelerate, Optimize, and Enterprise plans.* What View and manage existing intake forms on your projects.
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Working with the Home View in the Teamwork.com Android App
Shortcuts When you make Shortcuts an active section, it appears on your Home view. Use it to pin shortcuts for easy access.
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Enterprise Sandbox Account
Within Teamwork.com, accounts on legacy Enterprise subscriptions can utilize our Sandbox account feature.
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Client Overview Tab
Stay up to date on work happening across all projects for each client. Use data and widgets to pinpoint what needs to be actioned at the client-level.
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Task List Budgets
Budget based on categories of work. Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
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Working with the Home View in the Teamwork.com iOS App
Reorder the items: Press and hold an item ( Views , Recents , or Shortcuts ), then drag it to a new position. Click Done .
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Installing the Teamwork.com Extension in Visual Studio Code
Visual Studio Code is a code editor optimized for building and debugging web and cloud based applications.
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Create Automations
) → Actions (with target selection) When a trigger event happens and any conditions are true, the selected actions run on the chosen target.
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Connect Claude to Teamwork.com through the MCP server
What can I do with Claude and Teamwork.com? Identify project delays, blockers, and delivery risks. Review project activity, milestones, and workload information.
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NetSuite Integration
✔️ Available on Optimize and Enterprise plans.* What The Teamwork.com NetSuite Integration allows seamless, one-way, real-time streaming of time-tracking data from Teamwork.com Time Logs to NetSuite Time
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Asana Importer
Choose the account, people, projects and items to import, then click Import . You'll get a confirmation email when the import is complete. How do I import projects from Asana into Teamwork.com?
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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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Site Administrators
The permissions granted to site administrators depend on the company they belong to. Owner company site administrators Have the highest level of permissions in Teamwork.com.
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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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Managing Forwarded Messages
Quick answer: Click your profile avatar, select Settings , and go to Email › Forwarded Messages .
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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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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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Use My Tasks List View
In the top right of the My work area, you can view quick status counts of your tasks and milestones based on what is late, due today, or upcoming.
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Projects Chart View
Who Site admins can view and manage all projects in the Chart. Project admins can view and manage all projects they're an admin on in the Chart.