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Managing Multiple Files
Within Teamwork.com, you can select and manage multiple files at once, and delete, move, copy or download them in one go. -
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.. -
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. -
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. -
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 -
Comments
Within Teamwork.com, you can comment on project items such as tasks, milestones, files, notebooks, and links. -
Events
Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items. -
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. -
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. -
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). -
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. -
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. -
Changing the Address (URL) of Your Teamwork.com Site
Within Teamwork.com, you can change the address of your site in your site settings. -
Logging Time via Email
Within Teamwork.com, you can log time to tasks and projects when replying to project item notification emails. -
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. -
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. -
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. -
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. -
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.