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  • Create a Custom Report
    Click Create custom report in the view's top right. Enter a name for the report. Choose a report type: user, project, task, or milestone. Select the columns to include in the report.
  • Purchase a Teamwork.com Subscription
    When You're ready to move from a trial or free account to the unencumbered joy of a paid account. Ah go on, so much good stuff awaits.
  • View Teamwork Desk Tickets in Teamwork.com
    Why Stay up to date on client communications without having to leave Teamwork.com. Gain insight into a client's contact history and access any shared files.
  • Bulk Editing Tasks
    Select the tasks, then choose to modify, complete, move, copy or delete them. You need the project permission to edit all tasks. How do I bulk edit tasks in Teamwork.com?
  • Using the Float Integration
    Float allows you to to plan your projects and schedule your team's time all in one place via a visual resource planner.
  • Import Tasks from Microsoft Excel
    Click Jump to in Teamwork.com's main navigation menu. Search for and select the project you want to import tasks to. Select either List or Table from the project's navigation menu.
  • Getting Started with Teams
    Teams has been designed to bring a new level of alignment to your processes and help you work as efficiently as possible.
  • Using the TaskReviewer Integration
    The TaskReviewer browser extension for Google Chrome and Microsoft Edge enables you to create reviews of media assets for your team to give feedback on and approve.
  • Setting & Managing Task Dependencies
    In the Select Predecessors modal, use the checkboxes next to the relevant task(s) to select which ones should be done first.
  • Choosing a Project Owner
    ✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can choose a user on your project to be the project owner.
  • How to Manage Client Work from Pipeline to Project
    📖 Follow this step-by-step workflow to take a client from a won deal to successful project delivery in Teamwork.com.
  • Automations - Supported Actions
    Send HTTP request Connect automations with any app by sending HTTP requests to a specified URL. Add comment Add a comment to a task. Change assignees Add specific assignees.
  • Unavailable Time
    Drag and drop Single day: Click a day on a user's row, then switch to the Unavailable time tab in the pop-up window.
  • Allocate and Manage Resources in the Schedule
    Use allocations to map required effort and unavailable time to track non-working time. ← Swipe to scroll 🎓 Learn in-app: Resource Schedule Before you start The Schedule provides two perspectives: Projects
  • Changing General Project Settings
    Hover over an individual setting and click the edit pencil to update it.
  • Team Member Step 1: Find Your Way Around Teamwork.com
    find anything, and Quick add to create tasks or log time from any page.
  • Copying or Moving a Task
    In Table view, click the three dots to the right of the task and select Move or Copy from the pop-up menu. In List view, hover over the relevant task to reveal the options button (three dots).
  • Setting Defaults from an Existing Task
    In List view, you will first need to hover over the task to reveal the options button. Hover over More and select Make default for new tasks from the pop-out menu.
  • Creating and Using Shortcuts
    You have two options to choose from for source type: Use current page or paste a new link - create a shortcut for the area of your site you are currently on, or paste a link to another area Browse - choose
  • Enabling the SharePoint Integration for Your Site
    Quick answer: To connect SharePoint to Teamwork.com, an owner company site admin enables the integration in the site settings.
  • Workload Planner Overview
    They are assigned to individual users. Tasks assigned to teams or companies are not shown.
  • Team Member Step 3: Update Tasks, Add Comments and Attach Files
    Quick answer: To update a task in Teamwork.com, open it from My tasks or a project.
  • Managing Linked Files
    Within Teamwork.com, you can manage files linked to your projects via third party storage apps such as Google Drive and Dropbox.
  • Using Commands in Email Replies to Comments
    Quick answer: Reply to a comment notification email with commands: #like to like the comment, #unfollow to stop following the item, #complete or #reopen for tasks and milestones, #tag to add tags, #assign
  • Manage Tasks in List View
    Why Track all work to get a clear picture of what you (or your team) need to get done. Update key work data as projects progress to increase visibility and provide context.