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  • 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.
  • Managing Capacity in the Workload
    From the Workload, you can also add new tasks, unplanned tasks, and manage unavailable time.
  • 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.
  • 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.
  • Creating Tasks via Marker.io
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Filter Items in the Everything Area
    📋 Available on all Teamwork.com plans. Feature overview What You can filter and refine non-task items in the Everything area to focus on specific results across projects.
  • Working with SharePoint Files in Your Projects
    ✔ Available on Grow and Scale subscriptions 1 SharePoint is a web-based document management and storage system that enables you to share files and resources.
  • Copying a Project
    Within Teamwork.com, you can make a copy of an existing or archived project on your site and customize which project items to include.
  • Fixed Fee Project Budgets
    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 fixed fee budgets.
  • Client Role Rates
    Client rates build on roles . Create roles first in People → Roles . What Set client-specific billable rates that you can apply across a client’s projects.
  • Creating Tables in Notebooks
    Within Teamwork.com, you can create tables within your notebooks so that you and your team can easily present text information and numerical data.
  • Events
    Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
  • Deleting a Project
    Note: Only site administrators and users with permission to add projects can delete projects from your site.
  • Notes About Our Security Protocols
    URL and Form parameter checking is used everywhere to type-check user requests and secure against and prevent attacks.
  • Manage Tracked Time
    ✔ Available on all subscriptions. What Review and manage time already tracked against projects and tasks.
  • Automations - Supported Triggers
    Respond automatically to task and project updates. Who Users with permission to create automations. Administrators can run automations on private tasks.
  • Using the Notification Bell
    Within Teamwork.com, you can receive bell notification updates for items on your projects. Note: You can manage your notification preferences via your profile settings .
  • Setting & Managing Task Dependencies
    Within Teamwork.com, you can add a dependency relationship between tasks to make sure that tasks are completed in a particular order.
  • Submit Timesheets for Approval
    Your organization’s approval period determines whether timesheets are submitted and approved weekly or monthly. Timesheet views and approval periods Timesheet views and approval periods are separate.