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  • Custom Exchange Rates
    Why Use your organization's agreed rates instead of relying only on market exchange rates. Keep currency conversions consistent for financial reporting, budgeting, and billing workflows.
  • Connecting Teamwork.com to Make
    In Make, create a new scenario, add the Teamwork module, pick a trigger, and click Add to create a connection using your API key and domain (for example, yourcompany from yourcompany.teamwork.com).
  • Use Ask AI in Teamwork.com
    This will only be available on Accelerate (Previously Grow) and higher plans.
  • Creating a Task for Multiple Users
    Within Teamwork.com, you can create a task and assign it to multiple users on your project.
  • Teamwork.com File Servers
    Teamwork.com employs multiple download and upload file servers which you may want to add to your internal proxy or security list: US-hosted tw-workhorse1.teamwork.com tw-workhorse2.teamwork.com tw-workhorse2
  • Enabling Teamwork Spaces for Your Site
    Your Teamwork.com users and collaborators sync to Spaces automatically. After the trial, only administrators stay enabled, and they can enable other users individually.
  • HubSpot Automations
    You can jump ahead to the Create an automation section on this page!
  • 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 Beta Program
    Quick answer: Site administrators can join the Teamwork.com Beta Program in Settings › Beta Program by toggling on Allow Teamwork.com Beta features to be enabled on this site .
  • Working with Notebooks Containing Sensitive Content
    You can choose to enable or disable sensitive content on any notebook that has already been created by choosing the Edit Details option beneath the notebook title.
  • Project Template Privacy
    ✔ Available on legacy Enterprise subscriptions What Manage access to individual project templates using template privacy. Why Limit template access to key stakeholders.
  • Integrating with Yoxel
    Quick answer: Click your profile avatar, select Apps and integrations , and click Enable in the Yoxel section.
  • Changing the Site Owner
    Within Teamwork.com, you can change the site owner to another user on your site. To make this change, you will first need to be logged in as the person who is currently the site owner.
  • Reports FAQ - General
    This is a common request, especially from agencies, and it's something we're evaluating for the future. What counts as "activity" on a project for reporting purposes?
  • Automations - Supported Conditions
    Target tasks more precisely based on their current values and state. Reduce unwanted automation runs. Who Users creating automations can add conditions to narrow the tasks an automation affects.
  • Reordering Task Lists in List View
    Drag and drop Hover over the task list to reveal the drag icon (vertical dots) to the left of the task list name. Click and drag the task list to its new position.
  • Log Time Using AI
    This will only be available on Accelerate (Previously Grow) and higher plans.
  • Manage Automations
    Review automations on a regular basis, adjusting conditions and actions as workflows evolve, as well as deactivating (or deleting) automations that are no longer needed.
  • Use My Tasks Table View
    Filter to individuals or teams to get better insight on what others are working on. Who All users can access My work, view their assigned tasks, and customize the view.
  • Setting Defaults from an Existing Task
    Quick answer: In Table view, click the options button (three dots) on a task row; in List view, hover over the task first. Hover over More , select Make default for new tasks , and confirm.
  • Team Member Step 2: See All the Tasks Assigned to You
    Sort by due date and save a filter so your priorities are always at the top. What Find your tasks in My work, sort them by due date and decide what to do first.
  • Using the Make Integration
    Make enables you to automate your processes and communication between different applications and services, transferring and transforming data without the need for manual input.
  • Updating Your Profile Image
    Quick answer: Click your profile image, choose Edit My Details , and in the Essentials tab click Upload Photo . Choose an image from your computer, then click Update to apply it.
  • Reordering Tasks in Table View
    Within Teamwork.com, you can reorder tasks on your project in table view. Note: Only project members with permission to add task can reorder tasks in a project.
  • 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.