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  • 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.
  • Files
    Files attached to any and all project items will be shown in the files area of the project. To view all files on a project, select Files from the project tabs.
  • 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.
  • Percentage Complete Calculation for Task Lists on the Gantt Chart
    The formula of calculation is ∑d*p / ∑d , where "d" is task duration in days, "p" is the task progress and "∑" stands for a sum of all loaded tasks.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Salesforce Integration
    Who Teamwork.com site admins (in the owner company) can connect their Teamwork.com site to Salesforce and configure the integration.
  • Use My Work
    What My work is your personal workspace for managing tasks, calendar items, time, projects, activity, and dashboards in Teamwork.com.
  • 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.
  • Using Project Health Reports
    Within Teamwork.com, you can use project health reports to track and manage the progress of your projects. Click the More option in the main navigation menu and select Reports from the pop-out menu.