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  • Deleting Files
    Note: The ability to delete files requires you to have the project permission to add files. Click the More option in the main navigation menu and select Everything from the pop-out menu.
  • Copying or Moving a Task
    In Table view, click the three dots to the right of the task and select Move or Copy from the pop-up menu. In List view, hover over the relevant task to reveal the options button (three dots).
  • Connecting Teamwork.com to Make
    Using Make allows you to connect Teamwork.com to any service in Make's list of supported apps and services , allowing you to create multi-step integrations in no time.
  • Default Project Permissions for New Users
    Who Site admins (in the owner company) set and manage default permissions. When You need all internal team members to be able to view tasks and log time on any project they're a member of.
  • Adding Unplanned Tasks to the Workload
    Tasks shown in the Unplanned Tasks tray have not yet been added to the Workload Planner and have none or some of the following attributes set: assignee, due date, estimated time. 🔑 Client users and collaborators
  • Using Embedded Teamwork Chat
    Selecting the Chat icon opens a slide out panel with your conversations and channels.
  • Log Time Using AI
    Review and adjust the drafted details before anything is saved. Who Users with permission to log time in Teamwork.com.
  • Deleting a Project
    Note: Only site administrators and users with permission to add projects can delete projects from your site.
  • Editing Post via Email Addresses
    Note: Only project administrators and above can edit post via email addresses.
  • Scheduled Reports
    Click More in the left navigation and select Reports . Click a report's title to view the report. Click the ... (ellipsis) at the top of the report.
  • QuickBooks Online Basic
    When You're tracking time and expenses in Teamwork.com and need to export the data to QuickBooks Online. What Export Teamwork.com project invoices directly to QuickBooks Online.
  • Resolve Email Notification Issues
    If you find that a spam filter is blocking mail from Teamwork.com, add Teamwork.com domains to your email account's safe senders list: @teamwork.com @eu.teamwork.com One way of testing the deliverability
  • Enabling the Google Drive Integration on Your Site
    Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • Sync Project Data to HubSpot Objects
    When Your company uses HubSpot and Teamwork.com and you want to view project data in HubSpot objects (ex. deals), reports, and dashboards. What Sync Teamwork.com project data to HubSpot objects.
  • Enabling Desktop Alerts
    You will see alerts for updates where you have been notified whenever you do not have the tab for Teamwork.com in focus in your browser, so you just need to keep it open in the background.
  • Working with the Notebooks Editor
    Undo / redo Clear formatting In the paragraph formatting, you can switch to default heading styles 1 to 6. Inline text formatting options: superscript, subscript, code.
  • Manage Automations
    Who Site admins and standard users in the owner company When As a project manager, you want to make sure active automations are running effectively and appropriately.
  • Tentative Work Overview
    Plan resourcing and timelines earlier in the sales cycle. Support scenario planning without disrupting active projects. Eliminate spreadsheets and manual rework when deals are won.
  • TeamworkAI Writing Assistant
    What Use the AI writing assistant (AI text editor) in Teamwork.com to draft new content or review and revise existing text in supported editors across the app.
  • Viewing Project Change History
    Within Teamwork.com, you can view a timeline of the changes made to a project in the project history. Go to the Dashboard section of your project and select the Activity tab.
  • Personal Tasks
    It is also possible to access your personal tasks in the My Work tab of the My Work section. Keyboard shortcuts can also be used to open your personal tasks from anywhere in your Teamwork.com site.
  • Client Role Rates
    Create roles first in People → Roles . What Set client-specific billable rates that you can apply across a client’s projects. Why Align billing with negotiated client agreements and special pricing.
  • Files
    Files attached to any and all project items will be shown in the files area of the project. To view all files on a project, select Files from the project tabs.
  • Use My Tasks Table View
    No date — task has no due date Tasks and milestones counter In the My work area's top right, you can view task and milestone status counts based on what is late, due today, or upcoming.
  • Fixed Fee Project Budgets
    Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.