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  • Editing Project Details
    Update the name, client, and description in Details , and the category, tags, and billable time default in Advanced Options .
  • Agency Quick Start Guide
    Whether you are looking to streamline or grow your agency, Teamwork.com can help your team become more efficient and in turn make your clients happier.
  • Financial Overview Report
    Who Owners and site admins (in the owner company) on the Scale (Optimize) plan can access the Financial overview report and view financial data for all of the site's projects and people.
  • Teamwork.com Zap Options
    Zapier allows you to integrate a range of different web applications by performing actions in one app when a specific event occurs in another.
  • Adding a Message to the My Work - Dashboards Area
    Quick answer: Site administrators in the owner company can add a message to the top of every dashboard.
  • How to Manage Client Work from Pipeline to Project
    What Manage client work from a CRM deal through to project delivery by creating quotes and converting them into projects in Teamwork.com. Why Keep sales handoff and delivery setup connected.
  • Creating a New Google Document Through Teamwork.com
    Once both of these have been enabled, navigate to the Files area of the relevant project and click the Google Drive option in the top right.
  • 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.
  • Creating a Task for Multiple Users
    Within Teamwork.com, you can create a task and assign it to multiple users on your project.
  • Disabling Direct File Uploads on Your Site
    How do I disable direct file uploads in Teamwork.com? This setting is applied to all users on your site, up to and including site administrators and site owner.
  • Viewing Activity on Your Site
    In the Home area of your site, select the Activity tab from the horizontal navigation menu.
  • Quotes Overview
    Who Site admins and users with permission to access, create, and edit quotes can create and manage quotes across clients from Finance or from an individual client.
  • Using Dashboard Burndown Panels
    Within Teamwork.com, you can add a task burndown panel to your custom dashboards based on a specific task list.
  • 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 HubSpot App
    Track action items in real-time by creating tasks and other items in Teamwork.com as you work in HubSpot.
  • Updating User Contact Details
    Quick answer: To update your contact details in Teamwork.com, click your profile icon and select Edit My Details .
  • Using Status Updates
    View them in People › Statuses , update yours with Update My Status , and request a teammate's status from the Overview tab. Each status is limited to seven lines and 160 characters.
  • Team Member Step 2: See All the Tasks Assigned to You
    Quick answer: To see all the tasks assigned to you in Teamwork.com, select My work in the main navigation and open the My tasks tab. It lists every task assigned to you across all your projects.
  • 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.
  • 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.
  • 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).
  • 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
  • Teamwork.com Beta Program
    Then enable individual beta features and choose whether each is visible to the owner company only or all users. Use Send feedback to share feedback on a feature.