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Creating Project Items Using Zapier
When creating a Zap, the trigger and action apps do not have to be the same. Once the trigger app is selected, you can choose which trigger you want to use. -
Enabling the Teamwork.com Document Editor
The Teamwork.com Document Editor allows you to download, open, edit and save changes to files stored in the Files area of your projects without having to re-upload them manually. -
Replying to Project Message Notifications via Email
You can also choose to disable replying to notifications by email in the project settings. -
Managing Similar Messages
Within Teamwork.com, you can specify how you would like messages that are sent via email to be posted, and if you would like to group them based on the subject. -
Create a Custom Report
Before you start When you create a report, you can add individuals or teams to the report, granting them view-only access to the report. ⚠️ The data visible in the report is based on the report creator's -
Financial and Utilization Insights Report
Use historical and present data to inform future decisions. -
Project Budgets Introduction
Stay on top of current spend so you can make adjustments to end a project on budget. Who Site admins (in the owner company) can create, view, and manage all budget types on all projects. -
Getting Started with Teams
Teams has been designed to bring a new level of alignment to your processes and help you work as efficiently as possible. -
Enabling the Harvest Integration on Your Site
Within Teamwork.com, you can integrate your site with Harvest which allows you to use a Harvest timer directly on tasks in your projects. -
Enabling Custom CSS for Your Site
Within Teamwork.com, you can upload your own custom CSS to customize how your Teamwork.com site looks. -
Disabling Teamwork.com Branding
✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, it is possible to hide Teamwork.com branding for certain areas of your site. -
Updating Your Profile Image
Within Teamwork.com, you can add a profile photo to your account to help your team to more easily identify who is performing actions on your project. -
Adding a Message via Email
Within Teamwork.com, you can add messages to your projects via email using a unique email address. -
Percentage Complete Calculation for Task Lists on the Gantt Chart
Task list on creation: If you mark the progress on: "Get DeLorean" to 30% complete "Reach 88 mph" to 70% complete "Update engine" left at 0% complete The total progress for the task list is 35% complete -
Setting a Default User for Items Created via Email
Within Teamwork.com, you can set a default user to assign to emails sent from addresses not registered on your site. -
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. -
Teamwork.com Beta Program - My Boards
⌛ This is a legacy Beta Program feature only available to some existing accounts. -
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. -
Enabling Desktop Alerts
Within Teamwork.com, you can enable desktop alerts on your profile so you can see notifications from your site without having to keep checking your email. -
Adding a Site Logo
Within Teamwork.com, you can add a custom logo to your site to be used in email notifications and your Teamwork.com login screen. -
Disabling Direct File Uploads on Your Site
This setting is applied to all users on your site, up to and including site administrators and site owner. -
Disabling the Xero Integration
Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts. -
Updating Your Working Hours
Click your profile image in the bottom left corner of your site and choose Edit My Details from the pop-out menu. In the edit details modal, go to the Essentials tab. -
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.
