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  • 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.
  • 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.
  • Installing the Teamwork.com Document Editor
    Within Teamwork.com, you can download the Teamwork.com Document editor and use it to edit files directly on your computer.
  • 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.
  • Connect Teamwork.com to Memtime
    Memtime enables you to automatically track activities on your device in real time. Memtime is the rebranded platform formerly known as timeBro.
  • 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.
  • 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.
  • Exporting an Invoice to FreshBooks
    FreshBooks is an accounting software that enables you to track invoices, expenses, and time. Within Teamwork.com, you can export invoices from a project to your FreshBooks account.
  • Autosave in Teamwork.com
    Within Teamwork.com, there is an inbuilt auto-save feature on messages and notebooks. When you add content to a notebook or message, your changes will be saved automatically when you stop typing.
  • Creating Tasks via Marker.io
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • Copying or Moving a Task
    Within Teamwork.com, you can move or copy tasks to a different task list on the same project or a different one.
  • 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.
  • Enabling the Teamwork.com Document Editor
    Within Teamwork.com, you can enable the Teamwork.com Document editor for your site and allow your users to enable and use.
  • Adding Unplanned Tasks to the Workload
    Within Teamwork.com, you can quickly add unplanned tasks to the Workload Planner view.
  • Managing Capacity in the Workload
    From the Workload, you can also add new tasks, unplanned tasks, and manage unavailable time.
  • QuickBooks Online Basic
    ✔ Available on Deliver, Grow, and Scale subscriptions. 1 What Export Teamwork.com project invoices directly to QuickBooks Online. Why Consolidate time logs into exportable invoices.
  • Connecting Your Teamwork.com Account to Zapier
    Connecting Teamwork.com to Zapier Hover over the navigation bar on the left of your Zapier account and select the My Apps tab. In the My Apps section, use the search field to find Teamwork.
  • Use Time Blocks in My Calendar
    What Plan your day and week by creating time blocks for the projects and tasks you're working on. My calendar is your personal calendar view where you can see your scheduled/ongoing tasks.
  • Basecamp Importer
    Basecamp does not allow API access on suspended accounts. Import from Basecamp 🔑 Site admins (in the owner company) can access a site's import settings.
  • Time Tracking Introduction
    📋 Time tracking is available on all plans. Feature overview What Track time against tasks and projects as you progress through your work. Why Manage your time and plan work more effectively.
  • Sync Project Data to HubSpot Objects
    ✔️ Available on Grow and Scale subscriptions. 1 This feature is also dependent on your HubSpot subscription. What Sync Teamwork.com project data to HubSpot objects.
  • Using Embedded Teamwork Chat
    If you are viewing an individual project on your site and that project has an associated project channel in Chat, it will be pinned to the top of the conversations list.