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  • Clients in Teamwork.com: owner and external clients
    To view your clients in Teamwork.com, open the Clients tab in the left-hand navigation. To add a client: Select Clients in the left-hand navigation. Click Add client in the top-right corner.
  • Filter Items in the Everything Area
    tabs in the Everything area include filtering, sorting, or similar controls to help you refine the items shown.
  • Adding Project Updates
    Project updates allow a message to be added to the project's Dashboard area so your team can see the project's current status or any updates at a glance.
  • Enabling the SharePoint Integration for a Project
    Before you start Before connecting a project to SharePoint, an owner company site administrator needs to enable SharePoint in Teamwork.com's site settings .
  • Working with SharePoint Files in Your Projects
    . 📝 Please refer to Microsoft Graph API for reference. Linking files from SharePoint Go to a project's Files area of the project. Click the File Integrations button in the top right.
  • Create a Task in List View
    Why Track and add key work data to increase visibility and streamline processes. Capture all work to get a clear picture of what you (or your team) need to get done.
  • Timeline View
    Quick answer: To open Timeline view in Teamwork.com, go to your project, select More... and choose Timeline , or select the Timeline tab if it's shown.
  • Create Task Templates
    Switch to the Templates tab. Scroll to Task templates . Click Set-up . Already have some templates?
  • Manage Files on Tasks
    What Attach files to tasks, view existing files on tasks, and manage files attached to tasks. Why Share important files relevant to each task for reference while working.
  • Manage Forms
    When You want to review existing forms, update questions and layout as requirements change, or stop accepting responses without deleting the form.
  • TeamworkAI Overview
    Scout focuses on helping you stay up to date and oriented as work changes. Flo focuses on supporting project-level visibility and day-to-day project management activities.
  • Using the ChurnZero Integration
    In order to see projects from your Teamwork.com site in your ChurnZero account, you will need to map this external ID by editing the associated company's name.
  • Resolving Notification Delays on an Android Device
    Add the Teamwork.com app to your device's trusted or unrestricted apps list so notifications aren't delayed while battery saving is on. The exact steps depend on your device manufacturer.
  • Enabling the Float Integration
    Float allows you to to plan your projects and schedule your team's time all in one place via a visual resource planner.
  • Add a Link
    ✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
  • Viewing and Editing Task Completion Dates
    Click the More option in the main navigation menu and select Everything from the pop-out menu. In the Everything area, go to the Completed Tasks subsection.
  • Set Billable Time Defaults
    Standard users , client users , and collaborators with the project permission to: Add Task Lists (allows users to create and manage task lists on the project).
  • Upload a New Proof Version
    The latest version is visible by default, but you can choose to view past versions. Why Manage proofs from first to final draft.
  • Adding Users
    How do I add a user to my site? To view the People area, click People in the left navigation menu on your site. In the People area, select the People tab from the horizontal menu to view. 
  • Manage Quotes
    When After a quote has been created and needs to be refined, shared, or progressed to delivery. ← Swipe to scroll On this page Find and view quotes Use table view Use board view Update quote status Edit
  • Use the Planning Overview
    Switch to the Overview tab. Scroll to the relevant user row in the table. Hover over the Total Capacity bar to view the corresponding hours associated with the capacity percentages.
  • View Tracked Time
    View Other People's Time (allows users to also view other project members' time logged against the project) When Any time you want to review your own tracked time to ensure all of your worked hours are
  • Adding a Team
    Within Teamwork.com, you can create teams to manage groups of people on your site.
  • Using Teamwork AI to Create Tasks Across Multiple Projects
    Quick answer: To create a task in several projects at once, open Teamwork AI , select the Ask AI tab and describe the task, the projects and the task list to use.
  • Using the Unito Integration
    Note: The Unito integration is available to all Teamwork.com subscription plans. You will need to sign up to Unito to use the integration.