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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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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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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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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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Trello Importer
Within Teamwork.com, you can import boards from Trello into your projects using the Trello importer. Import from Trello ๐ Site admins (in the owner company) can access a site's import settings.
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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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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.
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Connect Claude to Teamwork.com through the MCP server
What you can do with Claude and Teamwork.com Identify project delays, blockers, and delivery risks. Review project activity, milestones, and workload information.
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Navigate Teamwork.com
Some areas, settings, and customization options may vary depending on your role, permissions, or enabled features.
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Quotes Overview
They can also create and manage quote templates. Teams can use quotes to align on pricing and resourcing before work begins.
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Use Ask AI in Teamwork.com
Get help using Teamwork.com features and workflows. Who Teamwork.com users with access to Ask AI. The information and actions available to each user depend on their existing permissions.
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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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Tags
Tags can be added to projects, tasks, milestones, messages, time logs, notebooks, files and links. A maximum of 20 tags can be applied to individual tasks. All other items can have up to 8 tags.
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Asana Importer
You will receive a confirmation email as soon as the import is complete.
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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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Use Home Dashboards in Teamwork.com
Some widgets are only available on specific Teamwork.com plans.
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NetSuite Integration
โ๏ธ Available on Scale and Enterprise subscriptions.
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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
โ๏ธ 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
Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list.
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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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Tasks - Board View
๐ Available with limits on Deliver, Grow, and Scale plans.
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Multi-currency
Who Site owners and site admins can set the default currency and enable multi-currency on your site.