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  • Connecting Your Teamwork.com Account to Numerics
    Numerics is an app that allows you to design custom dashboards tailored to your business KPIs and metrics. You can download the Numerics app from the Apple App Store .
  • 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.
  • Salesforce Integration
    ✔️ Available on Scale subscriptions. 1 What Connect your Teamwork.com and Salesforce accounts to automatically create new projects from Salesforce opportunities and map data between the two platforms.
  • Slack Integration Setup
    ✔ Available on all per-user based subscriptions What Sync your Teamwork.com profile with your Slack account to receive and interact with project notifications in Slack channels, create project items from
  • AI Forecasting: Profitability Report
    📋 Available on Scale plans. Request a demo (opens in a new tab) Feature overview What Estimate future project profitability based on your historical data.
  • Microsoft Teams Automations
    ✔ Available on Deliver, Grow, and Scale subscriptions 1 What Microsoft Teams automations enable you to send tailored messages and choose the mode of communication (channel or chat) based on the notification
  • Outlook Calendar Integration
    📋 Available with limits on paid per-user plans. See the Feature access section below for plan details.
  • Using the Unito Integration
    For Jira, you can filter to include tasks based on certain properties such as assignee or issue type. Click Next to move to the field mapping options.
  • Resetting a User's Password via Invites
    Click the More option from the main navigation and select People from the dropdown menu. In the people area, select the People tab from the horizontal menu.
  • Using Your Personal Inbox
    Within Teamwork.com, you can use your inbox to keep track of the items most relevant to you and your work. Note: The Inbox feature is available on paid Teamwork.com subscriptions.
  • Editing a Notebook
    You can also click the notebook's name to view it, and then click the Edit Content button in the top right.
  • Company Timesheet
    You'll see total time logged and be able to dig into specific tasks time was logged on.
  • Adding a Message to the Dashboards Area
    Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
  • Teamwork.com Developer Portal Overview
    All APIs published on this portal allow you to access and update any data in your Teamwork.com account.
  • Working with the Notebooks Editor
    Font size: Using the font size dropdown, you can increase and decrease the size of your text. Font color: Choose from the default color options or select a custom color via the color palette.
  • Enabling the Easy Insight Integration
    Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards.
  • Using the ChurnZero Integration
    Log in to your ChurnZero Production account and go to Admin > Teamwork Projects Setup . In the setup screen, enter in your host name and API token.
  • Viewing All Your Items in Your Profile
    Click your profile avatar in the bottom left corner of your site and select View Profile from the menu.
  • Changing the Address (URL) of Your Teamwork.com Site
    When you initially set up your site, your site URL will usually take the format: yourcompany.teamwork.com Click your profile avatar in the bottom left of your site and choose Settings from the pop-out
  • Quickly Viewing All of Your Tasks
    Click your profile avatar in the bottom left of your site and select My Tasks from the the pop-out menu. At the top of the Tasks section, you will see a subsection for your personal tasks .
  • Teamwork.com Feature Comparison
    export ✔ ✔ ✔ ✔ Gantt Project Gantt export ✔ ✔ ✔ ✔ Xero file export ✔ ✔ ✔ ✔ Xero Online ✔ ✔ ✔ ✔ Google Drive ✗ ✔ ✔ ✔ Box.com ✗ ✔ ✔ ✔ OneDrive Personal ✗ ✔ ✔ ✔ Dropbox ✗ ✔ ✔ ✔ Yoxel ✗ ✔ ✔ ✔ Microsoft Office add-in
  • Advanced Reporting (Beta)
    ✔ Available on Scale subscriptions 1 What Access deeper insights in your custom reports by activating advanced reporting.
  • Skipping Weekends Within the Gantt Chart
    Within Teamwork.com, you can choose to skip weekends in the Gantt Chart so that start and due dates do not land on weekends.
  • Project Profitability
    ✔️ Available on Grow and Scale subscriptions. 1 See the "Budgets feature access" section below for more information. What A project's overall performance based on cost, billable total, and profit.
  • 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.