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  • Manage Files on Tasks
    manage files on the task). + Add Tasks (allows you to also attach files to tasks you create, and manage files on those tasks). + Edit All Tasks (allows you to attach files to tasks assigned to other users
  • Allocate and Manage Resources in the Schedule
    Use allocations to map out required resources and unavailable time to track your team's non-working time.
  • Using the ChurnZero Integration
    In order to see projects from your Teamwork.com site in your ChurnZero account, you will need to map this external ID by editing the associated company's name.
  • Generating a MySQL Backup of Your Content
    Click your profile avatar in the bottom left of your site and select Settings from the pop-out menu. In the Settings area, go to the Export tab.
  • File Size and Storage Limits
    Within Teamwork.com, your account comes with a storage allocation which is used to store files uploaded to your site. 📝 The available space you have for uploading files is related to your subscription
  • 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 Use as Task Default from the pop-out menu.
  • Enabling the FreshBooks Integration for Your Site
    Once you click Enable , you can choose which version of FreshBooks to connect to your account.
  • Enabling 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.
  • Viewing and Editing Task Completion Dates
    Click the More option in the main navigation menu and select Everything from the pop-out menu. In the Everything area, go to the Completed Tasks subsection.
  • Add a Link
    ✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
  • Set Billable Time Defaults
    Standard users , client users , and collaborators with the project permission to: Add Task Lists (allows users to create and manage task lists on the project).
  • Upload a New Proof Version
    The latest version is visible by default, but you can choose to view past versions. Why Manage proofs from first to final draft.
  • 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.
  • Changing the Address (URL) of Your Teamwork.com Site
    In the settings area, go to the General subsection where you will see a section for Site Address . Click the Edit button under the current site address.
  • Link Multiple Teamwork.com Accounts
    Before you start Sites must be hosted in the same region in order to be linked. Ex.
  • Enabling the SharePoint Integration for Your Site
    Within Teamwork.com, you can integrate your site with SharePoint and connect different group drives to your projects.
  • View Tracked Time
    View Other People's Time (allows users to also view other project members' time logged against the project) When Any time you want to review your own tracked time to ensure all of your worked hours are
  • Using Templates and Default Settings for Your Site
    Within Teamwork.com, you can use the Templates section to create some templates and set default permissions for your new projects.
  • Companies - Owner and External
    To view your companies, click the More option (three dots) in the main navigation menu on the left of your site and select People from the pop-out menu.
  • Enabling the OneDrive Integration on Your Site
    Your files in your OneDrive account will then be available to link directly into the Files area of the project, or to attach them to tasks, comments or messages in the project.
  • 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.
  • Adding a Team
    When delegating work, you can then assign items to specific teams.
  • 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.
  • Using the Unito Integration
    Note: The Unito integration is available to all Teamwork.com subscription plans. You will need to sign up to Unito to use the integration.