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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 πŸ”‘ Site admins (in the owner company) can access a site's import settings.
  • Using Keyboard Shortcuts
    Within Teamwork.com, you can use keyboard shortcuts to access features that you use regularly and help you work more efficiently.
  • Create a Custom Report
    βœ” 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.
  • Manage Forms
    βœ” Available on Starter, Deliver, Grow, and Scale subscriptions 1 What View and manage existing intake forms on your projects.
  • 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.
  • 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.
  • Projects Chart View
    βœ”οΈ Available on all subscriptions What A timeline view of all projects and milestones shared with you. Why Monitor projects' status (late, current, completed).
  • Adding a Project Announcement
    Within Teamwork.com, you can add an announcement to your project which will display in the project's Dashboard area.
  • Risks
    βœ” Available on Deliver, Grow, and Scale subscriptions 1 What Create risks to account for anything which may affect the project's outcome.
  • HubSpot Automations
    βœ” 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
  • 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.
  • NetSuite Integration
    βœ”οΈ Available on Scale and Enterprise subscriptions.
  • My Timesheet Calendar View
    βœ”οΈ 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.
  • 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.
  • 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.
  • Linking Files from Integrated Storage Accounts to Your Projects
    βœ” 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.
  • 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. ο»Ώ
  • 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.
  • Markdown
    βœ”οΈ 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.
  • Using Dashboard Burndown Panels
    βœ” 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.
  • 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.
  • Default Project Permissions for New Users
    Who Site admins (in the owner company) set and manage default permissions. When You need all internal team members to be able to view tasks and log time on any project they're a member of.
  • Manage Tasks in Board View
    Project admins can manage boards, columns, and automations on projects they are an admin on.
  • Deleting Files
    Within Teamwork.com, you can delete files from the projects on your site, depending on your permissions.
  • Teamwork.com Zap Options
    Within Teamwork.com, you can use the Zapier integration to perform actions on your site.