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  • Manage Forms
    Use the search and sort options to locate specific forms and adjust how the list is displayed. Search: Type a keyword in the Search field to locate forms based on title.
  • 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.
  • Risks
    Mitigate risks by putting follow up actions in place. Who Site admins can create and manage risks on all projects. Project admins can create and manage risks on projects they're an admin on.
  • 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.
  • 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.
  • 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.
  • 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.
  • Everything - All Active Tasks Filtering
    Click the More option from the main navigation menu on the left of your site and select Everything from the pop-out menu. In the Everything area, go to the Tasks subsection.
  • 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
    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.
  • 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.
  • 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.
  • Using Dashboard Burndown Panels
    ✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list.
  • Copying or Moving a Task
    In Table view, click the three dots to the right of the task and select Move or Copy from the pop-up menu. In List view, hover over the relevant task to reveal the options button (three dots).
  • Deleting Files
    Note: The ability to delete files requires you to have the project permission to add files. Click the More option in the main navigation menu and select Everything from the pop-out menu.
  • Connecting Teamwork.com to Make
    Using Make allows you to connect Teamwork.com to any service in Make's list of supported apps and services , allowing you to create multi-step integrations in no time.
  • 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.
  • Adding Unplanned Tasks to the Workload
    Tasks shown in the Unplanned Tasks tray have not yet been added to the Workload Planner and have none or some of the following attributes set: assignee, due date, estimated time. 🔑 Client users and collaborators
  • Using Embedded Teamwork Chat
    Selecting the Chat icon opens a slide out panel with your conversations and channels.