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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.
  • 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.
  • Using Keyboard Shortcuts
    Within Teamwork.com, you can use keyboard shortcuts to access features that you use regularly and help you work more efficiently.
  • Manage Forms
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 What View and manage existing intake forms on your projects.
  • 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.
  • 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.
  • 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).
  • Adding a Project Announcement
    Within Teamwork.com, you can add an announcement to your project which will display in the project's Dashboard area.
  • Create Automations
    For example, time-based automations require the creator to have permission to view estimated time and view time log on the selected projects in order to run successfully.
  • Risks
    ✔ Available on Deliver, Grow, and Scale subscriptions 1 What Create risks to account for anything which may affect the project's outcome.
  • 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.
  • Asana Importer
    You will receive a confirmation email as soon as the import is complete.
  • 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.
  • 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.
  • NetSuite Integration
    ✔️ Available on Scale and Enterprise subscriptions.
  • 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.
  • 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.
  • 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.
  • Tentative Projects
    📋 Available on Grow (with limits) and Scale plans. See Feature access for details.
  • 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.
  • 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.
  • Everything Board View
    📋 Available with limits on Deliver, Grow, and Scale plans.
  • 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.