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  • 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.
  • 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.
  • 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.
  • 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.
  • Events
    Within Teamwork.com, you can add events to your calendar to track appointments, meetings, holidays, or other time-specific items.
  • Deleting a Project
    Note: Only site administrators and users with permission to add projects can delete projects from your site.
  • 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.
  • Automations - Supported Triggers
    Respond automatically to task and project updates. Who Users with permission to create automations. Administrators can run automations on private 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Tentative Work Overview
    Availability depends on the specific features used and your plan.
  • 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.