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  • 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.
  • Create Task Templates
    Switch to the Templates tab. Scroll to Task templates . Click Set-up . Already have some templates?
  • Timeline View
    Navigate to your project. Select More... in the project menu. If you see Timeline as a top-level tab, select that instead to go straight there. Select Timeline .
  • Completing a Project
    Completing tasks and milestones will not automatically complete a project so you need to mark the project itself as complete.
  • 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
  • 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.
  • 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.
  • Manage Tasks in New List View
    assigned to other users) When Anytime you need to update key task data or complete work.
  • 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.
  • 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.
  • 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.
  • Manage Files on Tasks
    manage files on the task). + Add Tasks (allows you to also attach files to tasks you create, and manage files on those tasks). + Edit All Tasks (allows you to attach files to tasks assigned to other users
  • 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.
  • File Size and Storage Limits
    Within Teamwork.com, your account comes with a storage allocation which is used to store files uploaded to your site. 📝 The available space you have for uploading files is related to your subscription
  • 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.