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  • Editing Files Using the Teamwork.com Document Editor
    The editor works with a variety of file types such as Microsoft Word and Excel, LibreOffice, Adobe Photoshop and certain other image file types.
  • Wrike Importer
    Choose which items to import: People: All people Projects: All projects or specific projects Project items: All items within the selected projects or just some item types ( ex. tasks, files and comments
  • Notifications Are Not Showing for My Site
    For more information, see: Email Notification Issues
  • Navigate the Schedule
    Manage resource scheduling : lets users create and edit allocations on projects they are a member of. 📝 Client users and collaborators do not appear in the Schedule and cannot be assigned to allocations
  • Using Project Health Reports
    Within Teamwork.com, you can use project health reports to track and manage the progress of your projects. Click the More option in the main navigation menu and select Reports from the pop-out menu.
  • Subscribing to a Webinar
    Click the Help icon in the bottom left corner of your site and select Support Center from the menu. In the support center, go to the Webinars tab.
  • Salesforce Integration
    📋 Available on Scale and legacy Enterprise plans. What Automatically create a Teamwork.com project when a Salesforce opportunity moves into a selected stage.
  • Use My Work
    Viewing Activity on Your Site 💡 Some tabs may be shown under More depending on your screen size, selected tabs, or workspace setup.
  • Viewing Project Change History
    Go to the Dashboard section of your project and select the Activity tab. Click the options button (three dots) in the top right of the Activity section and select View History .
  • TeamworkAI Writing Assistant
    The AI writing assistant in Teamwork.com helps you draft, rewrite, summarize, and improve content directly inside your projects and tasks.
  • Using the Teamwork.com Developer Portal to Build an Integration
    Within the Teamwork.com Developer Portal, you can use your created apps in the app login flow or the log in with Teamwork.com component.
  • Using the Teamwork.com Desktop App
    Within Teamwork.com, you can interact with your projects using the desktop application on either Windows or Mac. Note: The Teamwork.com desktop app does not support offline use.
  • Connecting Teamwork.com to Make
    Make enables you to automate your processes and communication between different applications and services, transferring and transforming data without the need for manual input.
  • My Timesheet Calendar View
    When Use Calendar view when you want to review time based on dates and schedules instead of project/task rows. ← Swipe to scroll Before you start The Time feature must be enabled for any project where
  • Timeline View
    Why Understand schedules, relationships, and progress at a glance. Who Site admins can access Timeline on any project.
  • 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.
  • 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.
  • HTTP Request Automations
    For example, if "Due Date" is your trigger, you can specify the exact time of day on the due date.
  • 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.
  • Microsoft Teams Automations
    What Microsoft Teams automations enable you to send tailored messages and choose the mode of communication (channel or chat) based on the notification type and project.
  • 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.
  • Outlook Calendar Integration
    Purpose : Share Outlook Calendar events in Planning views (Workload Planner, Schedule, Overview) so managers can adjust your capacity based on meetings and assigned work.