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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.
  • Add a Link
    ✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
  • 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.
  • Workload Planner Overview
    They are assigned to individual users. Tasks assigned to teams or companies are not shown.
  • 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.
  • Use the Planning Overview
    Switch to the Overview tab. Scroll to the relevant user row in the table. Hover over the Total Capacity bar to view the corresponding hours associated with the capacity percentages.
  • 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.
  • Manage Quotes
    When After a quote has been created and needs to be refined, shared, or progressed to delivery. ← Swipe to scroll On this page Find and view quotes Use table view Use board view Update quote status Edit
  • 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
  • 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 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.
  • 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.
  • Adding a Team
    Within Teamwork.com, you can create teams to manage groups of people on your site.
  • Changing General Project Settings
    Hover over an individual setting and click the edit pencil to update it.
  • 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.
  • 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.
  • 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.
  • 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.
  • Scheduled Reports
    What Schedule pre-built reports to be sent (either one at a time or at a regular cadence) to teammates that need it.
  • 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.
  • 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.
  • 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.