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AI Forecasting: Profitability Report
๐ Available on Scale plans. Request a demo (opens in a new tab) Feature overview What Estimate future project profitability based on your historical data.
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HTTP Request Automations
For example, if "Due Date" is your trigger, you can specify the exact time of day on the due date.
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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.
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Time Approvals Introduction
๐ Available on Scale subscriptions. What Time approvals give teams a structured way to review submitted timesheets before logged time is used for billing, reporting, and project performance.
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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.
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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.
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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.
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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.
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Adding a Message to the My Work - Dashboards Area
Within Teamwork.com, you can add a site-level note to the My Work - Dashboards section of your site.
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Legacy Teamwork.com Plans: Feature Comparison
The information below reflects feature access and usage limits on Teamwork's legacy Deliver/Pro, Grow/Premium, and Scale/Enterprise plans.
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Teamwork.com Developer Portal Overview
All APIs published on this portal allow you to access and update any data in your Teamwork.com account.
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Price Plan Feature Comparison
If youโre on an older plan (Free Forever, Deliver, Grow or Scale), see Legacy Teamwork.com plans . Teamwork.com offers five plans: Free Forever, Basics, Accelerate, Optimize and Enterprise.
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Viewing All Your Items in Your Profile
milestones - any late projects, tasks and milestones will be shown in a red portion of the circle. ๏ปฟ
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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.
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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.
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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 top right corner of your site and choose Settings from the pop-out
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Quickly Viewing All of Your Tasks
Click your profile avatar in the top right corner 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 .
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TeamworkAI Overview
Users: Users can use TeamworkAI features that are enabled for the site, based on their role and permissions.
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Manage Quotes
When After a quote has been created and needs to be refined, shared, or progressed to delivery. โ Swipe to scroll On this page Find and view quotes Use table view Use board view Update quote status Edit
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Advanced Reporting (Beta)
Combine data points to create custom expressions and achieve even more insights. Access new filtering, sort by, group, pivot, and aggregation options.
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Exclude Weekends
Who Site admins (in the owner company) can turn on the site-level exclude weekends setting. ๐ When enabled, any user with permission to edit tasks on a project will not be able to select Saturdays and
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Logging Time to Harvest
Within Teamwork.com, you can use the Harvest integration to track time on your projects and log the time entries to Harvest.
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View Teamwork Desk Tickets in Teamwork.com
๐ Available on all Teamwork.com accounts connected with a Teamwork Desk account. What View Teamwork Desk tickets associated with clients and projects directly in Teamwork.com.
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Personal Inbox Items
Within Teamwork.com, you will receive alerts in your personal inbox based on certain actions and updates initiated by other users on your site.
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Viewing a Project Summary
Click the relevant project card on a column to open the summary in a quick view pane. Tasks This section is split to show tasks assigned to one particular person, and all tasks on the project.