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  • Moving a Task to Another Task List
    Within Teamwork.com, you can move tasks from one task list to another. In the Table or List area of your project, hover over the relevant task to reveal the move icon (vertical dots).
  • Moving or Copying a Task List
    Within Teamwork.com, you can move or copy a task list to another project on your site, or make a copy of it in the current project.
  • Changing Your Language and Localization Settings
    Click your profile avatar in the bottom left of your site and select Edit my details from the pop-out menu. In the user details modal, go to the Localization tab to customize your settings.
  • Enabling Desktop Alerts
    Within Teamwork.com, you can enable desktop alerts on your profile so you can see notifications from your site without having to keep checking your email.
  • Adding a Site Logo
    Within Teamwork.com, you can add a custom logo to your site to be used in email notifications and your Teamwork.com login screen.
  • Disabling the Xero Integration
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Updating Your Working Hours
    Click your profile image in the bottom left corner of your site and choose Edit My Details from the pop-out menu. In the edit details modal, go to the Essentials tab.
  • Resource Scheduling Overview (Legacy)
    If you haven’t already, please switch to the updated version by turning on the toggle in the Schedule's top-right.
  • Adding Users
    In the top right of this section, click the arrow to the right of the Invite Users button and choose Add User from the dropdown menu.
  • Search and Command Center
    Projects, Tasks, Notebooks) to view results only for that item type. Hover over an item, then: Click the item (or press Enter on your keyboard) to open it.
  • Create Task Templates
    Switch to the Templates tab. Scroll to Task templates . Click Set-up . Already have some templates?
  • Integrating with Yoxel
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can enable the Yoxel integration on your site which allows you to quickly sync your Teamwork.com calendar and tasks
  • Completing a Project
    Completing tasks and milestones will not automatically complete a project so you need to mark the project itself as complete.
  • Task Completed Email Notification Settings
    Use the checkboxes on the left to select the relevant users or companies to follow the task. Once selected, click the button to the right of a user to customize which tasks updates they will receive.
  • Managing Forwarded Messages
    Within Teamwork.com, you can specify how you would like messages that are forwarded via email to be processed.
  • Enabling the Xero Integration
    Within Teamwork.com, you can integrate your projects with Xero and export invoices to your Xero account. To use Xero on your projects, you will first need to enable the integration at site level.
  • Notes About Our Security Protocols
    Included files cannot be linked to directly. Query parameter checking is used everywhere to type-check and secure against SQL injection attacks.
  • Task List Options
    Click the options button (three dots) to the right of the relevant task list name. When viewing an individual task list, the options button is located in the top right of the view.
  • Managing Project Specific Tags
    To manage project specific tags in a project, go to the project’s Settings area and select the Tags tab.
  • Editing and Deleting Tags
    To view the Tags area, click your profile avatar in the bottom left of your site and select Settings from the pop-out menu.
  • Setting Default Projects for New Users
    Within Teamwork.com, you can set default projects for new users to be added to automatically.
  • Manage Tasks in New List View
    assigned to other users) When Anytime you need to update key task data or complete work.
  • Resolve Budget Conflicts
    in order to manage fixed fee budgets.
  • 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.
  • Bulk Editing Tasks
    Once you select an action, you can scroll through the tasks or use the task list dropdown to find the specific tasks you want to update.