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Deleting a Project
Note: Only site administrators and users with permission to add projects can delete projects from your site.
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Events
Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
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Fixed Fee Project Budgets
Stay on top of current spend so you can make adjustments to end a project on budget. Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.
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Manage Tracked Time
β Available on all subscriptions. What Review and manage time already tracked against projects and tasks.
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View the Calendar
Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu.
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Set Up Time Approvals
π Available on Scale subscriptions. What Configure how submitted timesheets are reviewed across your organization, including the approval period, approvers, assigned people, and locked timesheets.
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Copying a Project
Within Teamwork.com, you can make a copy of an existing project on your site and customize which project items to include.
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Using the Notification Bell
Within Teamwork.com, you can receive bell notification updates for items on your projects. Note: You can manage your notification preferences via your profile settings .
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Setting & Managing Task Dependencies
Within Teamwork.com, you can add a dependency relationship between tasks to make sure that tasks are completed in a particular order.
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Reporting Options for Teamwork.com
The task lists report is a report based on tasks across all task lists on the project. In the report modal, you can refine which tasks are included based on assignee, task status, and date.
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Personal Tasks
Creating personal tasks To add a new personal task in either type your task title in the What needs to be done field. Press Enter / Return on your keyboard to create the task.
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Create an App in the Teamwork.com Developer Portal
Fill out the app details: Name: The name of your app which will show on your app's consent screen. Icon: Shown to users during authentication and installation.
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Automations - Supported Triggers
Respond automatically to task and project updates. Who Users with permission to create automations. Administrators can run automations on private tasks.
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Working with Repeating Tasks
Note: Before setting a repeat, you will first need to make sure you have a due date set on the task.
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Two-factor Authentication
Who Site owners and s ite admins (in the owner company) can manage their own 2FA settings and reset other users' 2FA.
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How to Manage Client Work from Pipeline to Project
Reduce manual setup between tools and teams. Who Admins or users with permission to manage integrations, quotes, and projects. Sales , operations , and delivery teams managing client work.
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Splitting a Reply into a New Message
Click the options down arrow to the right of the message reply and choose Split Message from the dropdown menu. In the split message modal, you can add a subject for the new message.
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TeamworkAI Writing Assistant
π Available (with limits) on all per-user subscriptions. See Feature limits and access for details.
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Tentative Work Overview
Availability depends on the specific features used and your plan.
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Wrike Importer
Choose which items to import: People: All people Projects: All projects or specific projects Project items: All items within the selected projects or just some item types ( ex. tasks, files and comments
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Editing Files Using the Teamwork.com Document Editor
The editor works with a variety of file types such as Microsoft Word and Excel, LibreOffice, Adobe Photoshop and certain other image file types.
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HTTP Request Automations
β Available on all subscriptions What Create automations to send HTTP requests to a specified URL when a trigger event occurs.
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Notifications Are Not Showing for My Site
For more information, see: Email Notification Issues
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Subscribing to a Webinar
Click the Help icon in the bottom left corner of your site and select Support Center from the menu. In the support center, go to the Webinars tab.
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Using Project Health Reports
β Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can use project health reports to track and manage the progress of your projects.