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Comments
Within Teamwork.com, you can comment on project items such as tasks, milestones, files, notebooks, and links.
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Manage User Profile Permissions
Permissions are only granted to users in line with their user type access rights (standard user, client user). Ex.
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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.
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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
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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
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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.
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Using the My Work List View
You can use the view switches in the top right to change between list and table view.
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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
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Projects List View
Click the Projects option in the main navigation menu on the left of your site and select the List tab.
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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.
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Markdown
What Markdown provides a simple way to format text in messages, comments, task descriptions, and notebooks using symbols and characters for basic styling.
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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.
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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.
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HTTP Request Automations
Ex: You want to track design requests in a Google spreadsheet to share and review with a client.
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Editing Project Details
Note: Only site administrators and project administrators can manage a project.
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Site Administrators
Owner company site administrators Have the highest level of permissions in Teamwork.com. Can manage people in all companies (clients).
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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.
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Viewing User Change History
✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can see all the changes that have been made to an individual user in the user history.
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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.
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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.
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Adding a Message to the Dashboards Area
Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
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Using Project Activity Digest Panels
Within Teamwork.com, you can add project digest panels to your dashboards for a quick breakdown of your projects.
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Custom Exchange Rates
Who Site owners and site admins can manage currency settings and custom exchange rates.
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Everything Board View
Quick start Click Everything in the main navigation and select the Board tab. Choose a workflow from the workflow selector.
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Viewing Project Updates History
✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can view a full list of project updates that have been set on your project.