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Creating a Notebook
Go to the Notebooks tab of your project and click the Add Notebook button in the top right. -
Inviting People to Your Teamwork.com Site
Within Teamwork.com, you can invite people to your site before adding them to your projects. -
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. -
Reviewing Your Unread Messages and Comments
In your profile settings , you can choose to receive notifications on all activity on the projects you are part of or just the activity that relates to you. -
Google Drive File Access Options
Go to the Files tab of your project and click the Google Drive option in the top right. Use the checkboxes to select the relevant file(s) and click the Link-in Selected Files button at the bottom. -
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. -
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. -
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. -
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. -
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 -
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. -
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. -
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. -
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. -
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.
