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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.
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Enabling the FreshBooks Integration for Your Site
Once you click Enable , you can choose which version of FreshBooks to connect to your account.
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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.
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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.
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Add a Link
✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
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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.
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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).
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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.
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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.
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Link Multiple Teamwork.com Accounts
Before you start Sites must be hosted in the same region in order to be linked. Ex.
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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.
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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
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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.
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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.
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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.
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Adding a Team
When delegating work, you can then assign items to specific teams.
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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.
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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.
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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.
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Changing General Project Settings
Hover over an individual setting and click the edit pencil to update it.
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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.
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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.
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Viewing All Your Items in Your Profile
The advanced filters pane here allows you to filter by keyword, tags, company, and status. Additional option to show starred projects only.
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Teamwork.com Beta Program - Clock In/Out
Within the Teamwork.com Beta Program, you can enable the clock in/clock out feature to allow your users to log their hours at work.
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Workload Planner Overview
They are assigned to individual users. Tasks assigned to teams or companies are not shown.