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Salesforce Integration
π Available on Scale and legacy Enterprise plans. What Automatically create a Teamwork.com project when a Salesforce opportunity moves into a selected stage.
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Using Project Health Reports
β Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can use project health reports to track and manage the progress of your projects.
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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.
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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.
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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 .
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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.
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Timeline View
Why Understand schedules, relationships, and progress at a glance. Who Site admins can access Timeline on any project.
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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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Slack Integration Setup
β 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
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Microsoft Teams Automations
β 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
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AI Forecasting: Profitability Report
π 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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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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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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Teamwork.com Plans: Feature Comparison
Utilization targets, forecasting, and profitability insights Enterprise Scale + advanced security SSO, advanced access controls, and tailored support Jump to a section Quote and take on work Plan and
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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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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.
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Company Timesheet
You'll see total time logged and be able to dig into specific tasks time was logged on.
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Adding a Message to the Dashboards Area
Within Teamwork.com, you can add a site-level note to the 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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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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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.
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Manage Quotes
π Available on Scale and legacy Enterprise plans. π§ Some quotes features shown here are being rolled out gradually. Availability may vary by plan or site configuration.
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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.