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  • Teamwork.com Zap Options
    Within Teamwork.com, you can use the Zapier integration to perform actions on your site.
  • Deleting Files
    Within Teamwork.com, you can delete files from the projects on your site, depending on your permissions.
  • Linking Files from Integrated Storage Accounts to Your Projects
    If you have enabled the integration with Dropbox, Google Drive, Box.com or Microsoft OneDrive (personal), people on your project with the appropriate permissions will be able to browse the folder you have
  • 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.
  • Creating a New Google Document Through Teamwork.com
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can create a new Google document directly from the files area of a project.
  • Working with Your Projects in the Teamwork.com Mobile App
    Within the Teamwork.com mobile app, you can view and interact with your projects. Clicking the folder icon in the navigation bar at the bottom of the app will bring you to your last viewed project.
  • Teamwork.com Beta Program
    To enable the Teamwork.com Beta Program for your site, click your profile icon in the bottom left corner of your site and select Settings from the pop-out menu.
  • Custom Exchange Rates
    Why Use your organization's agreed rates instead of relying only on market exchange rates. Keep currency conversions consistent for financial reporting, budgeting, and billing workflows.
  • 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
  • Creating a Task for Multiple Users
    Within Teamwork.com, you can create a task and assign it to multiple users on your project.
  • Managing Tags
    All projects Tags that can be used across all projects and project items on your site will be listed at the top of the Tags area, under All Projects .
  • Setting Defaults from an Existing Task
    In Table view, click the options button (three dots) on the right of the relevant task row. In List view, you will first need to hover over the task to reveal the options button.
  • HubSpot Automations
    You can jump ahead to the Create an automation section on this page!
  • Teamwork.com Beta Program - Gantt Chart Overhaul
    Toggle the switch on the left to enable the feature. You can use the dropdown on the right to choose whether to enable it for all users on your site or only members of your owner company.
  • Working with Notebooks Containing Sensitive Content
    You can choose to enable or disable sensitive content on any notebook that has already been created by choosing the Edit Details option beneath the notebook title.
  • Tentative Projects
    Who Site admins can create, manage, and confirm tentative projects. Project admins can manage and confirm projects they're an admin on.
  • 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.
  • Project Template Privacy
    ✔ Available on legacy Enterprise subscriptions What Manage access to individual project templates using template privacy. Why Limit template access to key stakeholders.
  • Changing the Site Owner
    Within Teamwork.com, you can change the site owner to another user on your site. To make this change, you will first need to be logged in as the person who is currently the site owner.
  • Log Time Using AI
    On this page Before you start Draft time entries using AI Watch an interactive walkthrough Describe your work Review and edit drafted time entries Best practices FAQ Before you start AI time logging helps
  • Automations - Supported Conditions
    Target tasks more precisely based on their current values and state. Reduce unwanted automation runs. Who Users creating automations can add conditions to narrow the tasks an automation affects.
  • Reordering Task Lists in List View
    Drag and drop Hover over the task list to reveal the drag icon (vertical dots) to the left of the task list name. Click and drag the task list to its new position.
  • Manage Automations
    Review automations on a regular basis, adjusting conditions and actions as workflows evolve, as well as deactivating (or deleting) automations that are no longer needed.
  • Use My Tasks Table View
    Filter to individuals or teams to get better insight on what others are working on. Who All users can access My work, view their assigned tasks, and customize the view.
  • Installing the Teamwork.com Document Editor
    Within Teamwork.com, you can download the Teamwork.com Document editor and use it to edit files directly on your computer.