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  • Teamwork.com Advanced Security Add-on
    ✔️ Available to purchase on paid per-user based subscriptions.
  • Interacting with the Project Options Menu
    Use Manage Project to edit details, copy, template, archive, complete, or delete the project, and Quick Add to create tasks, messages, users, and updates.
  • Quickly Inviting Multiple People to Your Site
    Click the Invite Users button in the top right of the People subsection to add multiple people at once.
  • Adding a Message via Email
    Within Teamwork.com, you can add messages to your projects via email using a unique email address.
  • Deleting a User from Your Site
    If the user currently has any active tasks or milestones assigned to them, you will be prompted to choose whether to reassign those items.
  • Editing Event Types
    Note: To add or edit event types, you will need to be a site administrator. Click the More option in the main navigation menu and select Calendar from the pop-out menu.
  • Working with Notebooks Containing Sensitive Content
    Marking a notebook as having sensitive content will stop the notebook information being included in related emails sent to users.
  • Review and Approve Proofs
    Proofs explained At its core, Proofs allows users to manage a proof's entire lifecycle from creation to revision to final client approval.
  • Financial Overview Report
    Quick answer: To open the Financial overview report in Teamwork.com, select Reports , scroll to Teamwork reports and select Financial overview .
  • Setting and Editing Privacy on Files
    Go to the Files area of your project. In the file upload modal, click the privacy field to change the privacy settings. By default, file privacy will be set to Everybody on the project .
  • Search and Command Center
    Projects, Tasks, Notebooks) to view results only for that item type. Hover over an item, then: Click the item (or press Enter on your keyboard) to open it.
  • Get Started with Teamwork.com
    If you are joining an existing team, you may already be added to projects and tasks.
  • Tasks (List) View
    Manage day-to-day work in a structured list grouped by task list. Search, sort, and filter tasks to focus on the right work.
  • Moving a Task to Another Task List
    Within Teamwork.com, you can move tasks from one task list to another. In the Table or List area of your project, hover over the relevant task to reveal the move icon (vertical dots).
  • Moving or Copying a Task List
    Within Teamwork.com, you can move or copy a task list to another project on your site, or make a copy of it in the current project.
  • Create Automations
    with project work When a task is updated And the task is linked to a Desk ticket Then add a note or send a reply to the linked Desk ticket Ready to set this up?
  • Notes About Our Security Protocols
    Included files cannot be linked to directly. Query parameter checking is used everywhere to type-check and secure against SQL injection attacks.
  • Adding a Project via the Quick Add Menu
    Click the Quick Add ( + ) in the main navigation menu on the left of your site and select the Project option from the pop-out menu.
  • Completing a Project
    Completing tasks and milestones will not automatically complete a project so you need to mark the project itself as complete.
  • Teamwork Spaces Add-on
    When Append the add-on to your Teamwork.com subscription at any time in your billing cycle.
  • Task List Options
    Click the options button (three dots) to the right of the relevant task list name. When viewing an individual task list, the options button is located in the top right of the view.
  • Adding Task Reminders
    Quick answer: To add a reminder to a task in Teamwork.com, click the bell icon in the task, or hover over the task and press R .
  • Inviting People to Your Teamwork.com Site
    Quick answer: To invite people to Teamwork.com, open the People area and select the People tab. Use Invite Users to invite several people at once with their company, user type and projects.
  • Reports FAQ - Advanced Reporting and Dashboards
    Answers to the questions we hear most often about reporting in Teamwork.com — covering Custom Reports, the Time Report, Profitability Report, Utilisation Report, Budget Reporting, Dashboards, Formula Fields
  • Resolve Budget Conflicts
    in order to manage fixed fee budgets.