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  • Creating a New Google Document Through Teamwork.com
    Once both of these have been enabled, navigate to the Files area of the relevant project and click the Google Drive option in the top right.
  • Viewing Links Across All Projects
    Within Teamwork.com, you can view all the links across all of your projects in the site-level Everything area..
  • Teamwork.com Referral Program
    Who Site owners and site administrators in the owner company When Whenever you know someone you feel would be a good fit for Teamwork.com! There's no limit on the number of people you can refer.
  • Exporting to Google Sheets
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can filter both tasks and time to export them from your site to Google Sheets.
  • 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.
  • Site Administrators
    Owner company site administrators Have the highest level of permissions in Teamwork.com. Can manage people in all companies (clients).
  • Adding Unplanned Tasks to the Workload
    Tasks shown in the Unplanned Tasks tray have not yet been added to the Workload Planner and have none or some of the following attributes set: assignee, due date, estimated time. 🔑 Client users and collaborators
  • Events
    Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
  • Comments
    Within Teamwork.com, you can comment on project items such as tasks, milestones, files, notebooks, and links.
  • Using Embedded Teamwork Chat
    Selecting the Chat icon opens a slide out panel with your conversations and channels.
  • Editing Project Details
    Note: Only site administrators and project administrators can manage a project.
  • Resolving Notification Delays on an Android Device
    This may cause notification delays and notification bursts resulting in multiple notifications coming through at one time when the device exits sleep mode.
  • Adding Observers to a Project
    Within Teamwork.com, you can add people to projects as observers , giving them project access without making them primary participants.
  • Copying or Moving a Task
    In Table view, click the three dots to the right of the task and select Move or Copy from the pop-up menu. In List view, hover over the relevant task to reveal the options button (three dots).
  • Slack Integration Setup
    Turn your messages and requests from Slack channels into trackable work in Teamwork.com. Who Site admins, project admins, and standard users (all in the owner company) can set up the integration.
  • Changing the Address (URL) of Your Teamwork.com Site
    Within Teamwork.com, you can change the address of your site in your site settings.
  • Using the ChurnZero Integration
    Within Teamwork.com, you can use your companies to map their associated projects and tasks to accounts and contacts in ChurnZero. External IDs Each account in ChurnZero has an external ID.
  • Logging Time via Email
    Within Teamwork.com, you can log time to tasks and projects when replying to project item notification emails.
  • Track Time with Timers
    Start a timer Try in-app There are multiple ways to start timers (options below), but via the Quick add menu is a favorite because it's so easily accessible.
  • Using Utilization Reports
    Click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu.
  • Using Project Activity Digest Panels
    Within Teamwork.com, you can add project digest panels to your dashboards for a quick breakdown of your projects.
  • Adding a Message to the Dashboards Area
    Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
  • Manage Automations
    Who Site admins and standard users in the owner company When As a project manager, you want to make sure active automations are running effectively and appropriately.
  • Manage User Profile Permissions
    Permissions are only granted to users in line with their user type access rights (standard user, client user). Ex.
  • Setting Defaults from an Existing Task
    Within Teamwork.com, you can set defaults from an existing task so the properties of that task will be used as the default for all new tasks created in the task list.