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  • Filter Items in the Everything Area
    📋 Available on all Teamwork.com plans. Feature overview What You can filter and refine non-task items in the Everything area to focus on specific results across projects.
  • Working with SharePoint Files in Your Projects
    ✔ Available on Grow and Scale subscriptions 1 SharePoint is a web-based document management and storage system that enables you to share files and resources.
  • 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.
  • Creating Tables in Notebooks
    Within Teamwork.com, you can create tables within your notebooks so that you and your team can easily present text information and numerical data.
  • Deleting a Project
    Note: Only site administrators and users with permission to add projects can delete projects from your site.
  • Events
    Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
  • Client Role Rates
    Client rates build on roles . Create roles first in People → Roles . What Set client-specific billable rates that you can apply across a client’s projects.
  • Hierarchy of Information in Teamwork.com
    Applying a tag allows you to add custom identifying markers to your items. Once an item has been tagged, you can use both filters and search based on tags to find items of relevance.
  • Notes About Our Security Protocols
    URL and Form parameter checking is used everywhere to type-check user requests and secure against and prevent attacks.
  • Manage Tracked Time
    ✔ Available on all subscriptions. What Review and manage time already tracked against projects and tasks.
  • 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.
  • Automations - Supported Triggers
    Respond automatically to task and project updates. Who Users with permission to create automations. Administrators can run automations on private tasks.
  • Set Up Time Approvals
    📋 Available on Scale subscriptions. What Configure how submitted timesheets are reviewed across your organization, including the approval period, approvers, assigned people, and locked timesheets.
  • 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.
  • 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 .
  • 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.
  • Submit Timesheets for Approval
    Your organization’s approval period determines whether timesheets are submitted and approved weekly or monthly. Timesheet views and approval periods Timesheet views and approval periods are separate.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Exporting an Invoice to FreshBooks Classic
    FreshBooks is an accounting software that enables you to track invoices, expenses, and time. Within Teamwork.com, you can choose to export an invoice in a project to your FreshBooks Classic account.