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Using the Gantt Chart
Note: Critical path is available on Accelerate, Optimize, and Enterprise plans.* Can the Gantt chart skip weekends?
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Exporting an Invoice to Xero Online
Quick answer: With Xero enabled for your site and project, open the project's Finance › Invoices tab, click the three dots on an invoice, and select Export .
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Navigate Teamwork.com
Some areas, settings, and customization options may vary depending on your role, permissions, or enabled features.
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Adding a Project Announcement
Within Teamwork.com, you can add an announcement to your project which will display in the project's Dashboard area.
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Quotes Overview
They can also create and manage quote templates. Teams can use quotes to align on pricing and resourcing before work begins.
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Editing Tasks in Table View
Start and due dates Hover over the start/end date field for a task and select the Add Date option. Where a task already has a date set, you can click the current value.
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Tags
Tags can be added to projects, tasks, milestones, messages, time logs, notebooks, files and links. A maximum of 20 tags can be applied to individual tasks. All other items can have up to 8 tags.
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Enabling the Google Sign In Integration
Quick answer: Click your profile avatar, select Apps and integrations , and click Enable in the Google Sign In section. Users will then see an option to sign in with Google on the log in launchpad.
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Monday.com Importer
You will receive a confirmation email as soon as the import is complete. What task data is imported?
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Using the Ybug Integration
Ybug offer a browser extension for feedback and bug reports from your testers and team members, or an embeddable widget to add to your own site to gather feedback from clients and visitors.
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Editing Project Details
Quick answer: Site and project administrators can click the three dots beside a project's name and select Edit project details .
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Tasks - Board View
Switch between workflows to review different project groups and processes. Move tasks between stages as work progresses, based on your permissions.
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Using Dashboard Burndown Panels
Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list.
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Multi-currency
Who Site owners and site admins can set the default currency and enable multi-currency on your site.
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Markdown
Markdown lets you format task descriptions, messages, comments and notebooks with simple symbols, and replaces the standard formatting toolbar in those areas. ✔️ Available on all subscriptions.
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Trello Importer
Quick answer: To import from Trello, a site admin opens Settings › Import , clicks Import in the Trello panel, signs in to Trello and authorizes access.
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Agency Quick Start Guide
Here are a few ways in which our core product can set you on a path to success. Streamline and scale - manage day to day work while also tracking the bigger picture.
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Archiving Messages
Within Teamwork.com, a site or project administrator can archive existing messages on a project. Go to the Messages area of your project and select the relevant message to view it.
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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.
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Enabling the Teamwork.com Document Editor
You can use the document editor to edit files that you have the appropriate application installed on your computer to work with - for example, Word, Excel and other Microsoft Office files.
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Deleting Files
Within Teamwork.com, you can delete files from the projects on your site, depending on your permissions.
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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
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Teamwork.com Zap Options
Within Teamwork.com, you can use the Zapier integration to perform actions on your site.
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Creating a New Google Document Through Teamwork.com
✔ Available on Basics, Accelerate, Optimize, and Enterprise plans * Within Teamwork.com, you can create a new Google document directly from the files area of a project.
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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.