Menu

Knowledge Base

Search for "microsoft office add-in" yielded 658 results

  • Editing Post via Email Addresses
    Note: Only project administrators and above can edit post via email addresses.
  • Reports FAQ - General
    As a workaround, add "Date Created" as a column, set a wide date range, and sort by creation date. Keep in mind that projects with no activity in your selected range may still be excluded.
  • Deleting a Project
    Note: Only site administrators and users with permission to add projects can delete projects from your site.
  • Quickly Viewing All of Your Tasks
    Quick answer: Click your profile avatar in the top right and select My Tasks to see every active task assigned to you, plus your private personal tasks . Completed tasks are in the Completed tab.
  • Log Time Using AI
    Review and adjust the drafted details before anything is saved. Who Users with permission to log time in Teamwork.com.
  • Teamwork.com Plans: Feature Comparison
    This Teamwork.com pricing and feature comparison guide breaks down what’s included in each plan so you can choose the right option for your team.
  • Using Embedded Teamwork Chat
    If you are viewing an individual project on your site and that project has an associated project channel in Chat, it will be pinned to the top of the conversations list.
  • Sync Project Data to HubSpot Objects
    When Your company uses HubSpot and Teamwork.com and you want to view project data in HubSpot objects (ex. deals), reports, and dashboards. What Sync Teamwork.com project data to HubSpot objects.
  • Tentative Work Overview
    Plan resourcing and timelines earlier in the sales cycle. Support scenario planning without disrupting active projects. Eliminate spreadsheets and manual rework when deals are won.
  • Manage Automations
    Who Site admins and standard users in the owner company When As a project manager, you want to make sure active automations are running effectively and appropriately.
  • QuickBooks Online Basic
    When You're tracking time and expenses in Teamwork.com and need to export the data to QuickBooks Online. What Export Teamwork.com project invoices directly to QuickBooks Online.
  • TeamworkAI Writing Assistant
    What Use the AI writing assistant (AI text editor) in Teamwork.com to draft new content or review and revise existing text in supported editors across the app.
  • Personal Tasks
    It is also possible to access your personal tasks in the My Work tab of the My Work section. Keyboard shortcuts can also be used to open your personal tasks from anywhere in your Teamwork.com site.
  • Viewing Project Change History
    Within Teamwork.com, you can view a timeline of the changes made to a project in the project history. Go to the Dashboard section of your project and select the Activity tab.
  • Client Role Rates
    Create roles first in People → Roles . What Set client-specific billable rates that you can apply across a client’s projects. Why Align billing with negotiated client agreements and special pricing.
  • Use My Tasks Table View
    No date — task has no due date Tasks and milestones counter In the My work area's top right, you can view task and milestone status counts based on what is late, due today, or upcoming.
  • Fixed Fee Project Budgets
    Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.
  • Teamwork.com Developer Portal Overview
    All APIs published on this portal allow you to access and update any data in your Teamwork.com account.
  • Files
    Quick answer: Files in Teamwork.com are stored in each project's Files area, where you can view, download and comment on them.
  • Manage Forms
    Use the search and sort options to locate specific forms and adjust how the list is displayed. Search: Type a keyword in the Search field to locate forms based on title.
  • Task List Budgets
    Who Site admins (in the owner company) can view, create, and manage budgets on all projects.
  • Enabling Desktop Alerts
    Quick answer: To turn on desktop alerts in Teamwork.com, click your profile icon, select Edit my details , go to the Preferences tab and turn on Enable desktop alerts for important notifications .
  • Enabling the Google Drive Integration on Your Site
    Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • Using the ChurnZero Integration
    Within Teamwork.com, you can use your companies to map their associated projects and tasks to accounts and contacts in ChurnZero. External IDs Each account in ChurnZero has an external ID.
  • 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.