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  • 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.
  • 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.
  • Teamwork Spaces Add-on
    When Append the add-on to your Teamwork.com subscription at any time in your billing cycle.
  • Project Profitability
    Stay on top of current spend so you can make adjustments to end a project on budget. Who Owner company site admins can view profitability for any project.
  • Reports FAQ - Advanced Reporting and Dashboards
    Answers to the questions we hear most often about reporting in Teamwork.com — covering Custom Reports, the Time Report, Profitability Report, Utilisation Report, Budget Reporting, Dashboards, Formula Fields
  • 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.
  • 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.
  • Resolve Budget Conflicts
    in order to manage fixed fee budgets.
  • Filter Items in the Everything Area
    tabs in the Everything area include filtering, sorting, or similar controls to help you refine the items shown.
  • 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 .
  • 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.
  • 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.
  • 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.
  • Purchase a Teamwork.com Subscription
    When You're ready to move from a trial or free account to the unencumbered joy of a paid account. Ah go on, so much good stuff awaits.
  • 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.
  • 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.
  • Manage Forms
    When You want to review existing forms, update questions and layout as requirements change, or stop accepting responses without deleting the form.
  • Generating a MySQL Backup of Your Content
    Click your profile avatar in the bottom left of your site and select Settings from the pop-out menu. In the Settings area, go to the Export tab.
  • Setting Defaults from an Existing Task
    In List view, you will first need to hover over the task to reveal the options button. Hover over More and select Use as Task Default from the pop-out menu.
  • Enabling the FreshBooks Integration for Your Site
    Once you click Enable , you can choose which version of FreshBooks to connect to your account.