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  • Reports FAQ - Custom Reports
    A time-log-based report type is something we'd like to add in the future. Can I see an hourly billable rate column in Custom Reports?
  • Creating a Notebook
    Within Teamwork.com, you can create notebooks in your projects as a way to store important project information and notes. 
  • Tags
    You can choose specific colors for each tag to help identify certain items with those tags, like adding a tag in red to show it's important.
  • Setting Privacy on Notebooks
    Within Teamwork.com, you can set privacy on any notebooks you add to your project so only certain users can access them.
  • Manage User Profile Permissions
    Permissions are only granted to users in line with their user type access rights (standard user, client user). Ex.
  • HubSpot Automations
    Who Site admins, project admins, and standard users (all in the owner company) can connect a HubSpot account and create HubSpot automations. ⚠️ The person connecting HubSpot must have super admin permissions
  • Project Template Privacy
    Who Site admins Standard users with the profile permission : Manage project templates (allows users to create and manage project templates) When You want to create templates for client work and only involve
  • Tasks List View
    Who Site admins (in the owner company) can view and manage all tasks on all projects. Site admins (in external companies) can view, create, and manage all tasks on projects they're a member of.
  • Use My Tasks List View
    Within Teamwork.com, you can use the My work list view for an overview of your tasks, milestones, and events in one place.
  • Viewing User Change History
    Within Teamwork.com, you can see all the changes that have been made to an individual user in the user history.
  • Projects List View
    Click the Projects option in the main navigation menu on the left of your site and select the List tab.
  • 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.
  • Teamwork.com File Servers
    Teamwork.com employs multiple download and upload file servers which you may want to add to your internal proxy or security list: US-hosted tw-workhorse1.teamwork.com tw-workhorse2.teamwork.com tw-workhorse2
  • Markdown
    What Markdown provides a simple way to format text in messages, comments, task descriptions, and notebooks using symbols and characters for basic styling.
  • Managing Project Specific Tags
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can use project specific tags to help manage and organize your projects and project items.
  • HTTP Request Automations
    Ex: You want to track design requests in a Google spreadsheet to share and review with a client.
  • 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).
  • Editing Project Details
    Note: Only site administrators and project administrators can manage a project.
  • 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.
  • 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.
  • Two-factor Authentication
    Who Site owners and site admins (in the owner company) can manage their own 2FA settings and reset other users' 2FA. Site owners can require two-factor authentication for everyone on the site.
  • Adding a Message to the Dashboards Area
    Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
  • Using Project Activity Digest Panels
    Within Teamwork.com, you can add project digest panels to your dashboards for a quick breakdown of your projects.
  • Custom Exchange Rates
    Who Site owners and site admins can manage currency settings and custom exchange rates.