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  • 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.
  • 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.
  • Tasks - Board View
    Quick start Click Tasks in the main navigation and select the Board tab. Choose a workflow from the workflow selector.
  • Task Completed Email Notification Settings
    You can add followers when creating a new task or editing an existing task via the Followers tab of the task form.
  • Updating User Contact Details
    You can also update this information for other users on your site, if you have permission to manage people and companies.
  • 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.
  • Quickly Viewing All of Your Tasks
    Within Teamwork.com, you can quickly view all tasks assigned to you in your profile. Click your profile avatar in the bottom left of your site and select My Tasks from the the pop-out menu.
  • Changing the Address (URL) of Your Teamwork.com Site
    Within Teamwork.com, you can change the address of your site in your site settings.
  • Bulk Edit Permissions for Managing People
    Note: Bulk actions are available on per-user Premium/Grow subscriptions and above. Depending on your permission level, the bulk actions available to you will vary.
  • Agency Quick Start Guide
    Whether you are looking to streamline or grow your agency, Teamwork.com can help your team become more efficient and in turn make your clients happier.
  • Teamwork.com Zap Options
    Zapier allows you to integrate a range of different web applications by performing actions in one app when a specific event occurs in another.
  • 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.
  • How to Manage Client Work from Pipeline to Project
    What Manage client work from a CRM deal through to project delivery by creating quotes and converting them into projects in Teamwork.com. Why Keep sales handoff and delivery setup connected.
  • 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 Task for Multiple Users
    Within Teamwork.com, you can create a task and assign it to multiple users on your project.
  • Viewing Activity on Your Site
    In the Home area of your site, select the Activity tab from the horizontal navigation menu.
  • Using Dashboard Burndown Panels
    Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list.
  • Managing Tags
    Click your profile icon in the bottom left of your site and select Settings from the pop-out menu. Note: Only site administrators in the owner company have access to the site settings.
  • Quotes Overview
    Who Site admins and users with permission to access, create, and edit quotes can create and manage quotes across clients from Finance or from an individual client.
  • 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 HubSpot App
    Track action items in real-time by creating tasks and other items in Teamwork.com as you work in HubSpot.