Search for "microsoft office add-in" yielded 666 results
-
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. -
Everything Board View
Quick start Click Everything 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. -
Exporting an Invoice to Xero Online
. 💡 Xero must first be enabled for your site and the project(s) you want to use it on. Export an invoice to Xero Click Jump to in Teamwork.com's main navigation menu. -
Teamwork.com Beta Program - Gantt Chart Overhaul
In addition to the refreshed design, the Gantt update includes some enhancements such as filtering and critical paths. -
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. -
Setting & Managing Task Dependencies
Within Teamwork.com, you can add a dependency relationship between tasks to make sure that tasks are completed in a particular order.
