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  • Workload Planner Overview
    ✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can utilize the Workload Planner to manage user capacity and tasks. Select Planning in Teamwork.com's main navigation menu.
  • Editing Post via Email Addresses
    Note: Only project administrators and above can edit post via email addresses.
  • 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.
  • Deleting a Project
    Note: Only site administrators and users with permission to add projects can delete projects from your site.
  • 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.
  • 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 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.
  • 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.
  • 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.
  • 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.
  • Enabling the Google Drive Integration on Your Site
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • 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.
  • 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.
  • Salesforce Integration
    Click your profile icon in the main navigation menu. Select Apps and integrations . Scroll to the Salesforce panel. Click Manage . Click Connect in the Salesforce window.
  • Viewing Project Change History
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can view a timeline of the changes made to a project in the project history.
  • Teamwork.com Developer Portal Overview
    All APIs published on this portal allow you to access and update any data in your Teamwork.com account.
  • My Work 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.
  • Viewing Files Across All Projects
    To view all Files, click the More option in the main navigation menu on the left of your site and select Everything . In the Everything area, select the Files tab from the horizontal menu. 
  • Percentage Complete Calculation for Task Lists on the Gantt Chart
    The formula of calculation is ∑d*p / ∑d , where "d" is task duration in days, "p" is the task progress and "∑" stands for a sum of all loaded tasks.
  • Task List Budgets
    Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
  • Using the ChurnZero Integration
    Within Teamwork.com, you can use your companies to map their associated projects and tasks to accounts and contacts in ChurnZero. External IDs Each account in ChurnZero has an external ID.
  • Teamwork.com AI Assistant
    See the "Feature limits and access" section for more information.
  • Fixed Fee Project Budgets
    Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.
  • Manage Tracked Time
    Who Site admins (in the owner company) can manage time logs (individual and in bulk) across all projects. Site admins (in external companies) can manage time logs across projects they're a member of.
  • Working with the Schedule Projects View (Legacy)
    Click the More option in the main navigation menu on the left of your site and select the Planning option from the pop-out menu.