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  • Fixed Fee Project Budgets
    Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.
  • Use AI Teammates
    What Use AI Teammates in Teamwork.com to run jobs, review outputs in Updates, and track job history in Activity.
  • Manage Tracked Time
    Who Site admins (in the owner company) can manage time logs (individual and in bulk) across all projects. Site admins (in external companies) can manage time logs across projects they're a member of.
  • Set Up Time Approvals
    Setup workflow Time approvals are configured in a few main steps.
  • Using the Teamwork.com Developer Portal to Build an Integration
    Within the Teamwork.com Developer Portal, you can use your created apps in the app login flow or the log in with Teamwork.com component.
  • Using the Unito Integration
    Creating a sync In the Syncs area of your Unito account, click the Add sync button in the top right. Using the arrow to the right, you can choose a sync preference: Sync - limited to two projects.
  • Slack Integration Setup
    Turn your messages and requests from Slack channels into trackable work in Teamwork.com. Who Site admins, project admins, and standard users (all in the owner company) can set up the integration.
  • 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.
  • Enterprise Sandbox Account
    Create an isolated and secure learning environment for your team. When your Sandbox account is created, only the site owner will be copied automatically.
  • Using Table View for Tasks
    Within Teamwork.com, you can use table view to easily view and manage tasks on your projects.
  • Copying a Project
    If you have set up a link to other sites in your profile and you are a site administrator on both, you can choose to copy the project to that site or make a copy in the current site.
  • Salesforce Integration
    Who Teamwork.com site admins (in the owner company) can connect their Teamwork.com site to Salesforce and configure the integration.
  • Connect Claude to Teamwork.com through the MCP server
    To connect Teamwork.com, add the MCP server as a custom connector and authenticate with your Teamwork.com account. Open Claude desktop settings. Go to Connectors . Add a custom connector.
  • Navigate the Schedule
    Feature overview Overview of Navigate the Schedule (What, Why, Who, When) What Navigate the Schedule to view and adjust allocations, unavailable time, and timelines across projects and people in one workspace
  • My Timesheet Calendar View
    What Use Calendar view in My timesheet to review, manage, and log time in a date-based calendar layout. Why Review logged time chronologically by day, week, or month.
  • Teamwork.com API - Postman Collections
    To import the collections, log in to your Postman account.
  • Submit Timesheets for Approval
    The view controls how you log and review time in My timesheet . The approval period controls when your timesheet is submitted and approved.
  • AI Forecasting: Profitability Report
    Identify high-cost areas and opportunities to optimize margins. Who Site admins (in the owner company) can view the profitability report and enable AI forecasting.
  • SoftSync Synchronization Setup
    Two-way sync (default): Synchronize your data in both directions from Teamwork to Jira and vice versa.
  • Using Project Health Reports
    Click the More option in the main navigation menu and select Reports from the pop-out menu.
  • Timeline View
    Edit access: Only users with Edit Tasks permission can move/reschedule tasks and adjust dependencies in Timeline.
  • Automations - Supported Triggers
    Respond automatically to task and project updates. Who Users with permission to create automations. Administrators can run automations on private tasks.
  • Manage Quotes
    Select a quote to open it and review details, line items, and totals. Use table view Table view lists quotes across clients in a single table.
  • Using Your Personal Inbox
    Use the left and right arrows in the top right of the preview view to move to the next inbox item.
  • Automations - Supported Conditions
    Target tasks more precisely based on their current values and state. Reduce unwanted automation runs. Who Users creating automations can add conditions to narrow the tasks an automation affects.