Menu

Knowledge Base

Search for "gmail add-on" yielded 634 results

  • Submit Timesheets for Approval
    Your organization’s approval period determines whether timesheets are submitted and approved weekly or monthly. Timesheet views and approval periods Timesheet views and approval periods are separate.
  • Personal Tasks
    Creating personal tasks To add a new personal task in either type your task title in the What needs to be done field. Press Enter / Return on your keyboard to create the task.
  • Create an App in the Teamwork.com Developer Portal
    Fill out the app details: Name: The name of your app which will show on your app's consent screen. Icon: Shown to users during authentication and installation.
  • How to Manage Client Work from Pipeline to Project
    Reduce manual setup between tools and teams. Who Admins or users with permission to manage integrations, quotes, and projects. Sales , operations , and delivery teams managing client work.
  • Splitting a Reply into a New Message
    Click the options down arrow to the right of the message reply and choose Split Message from the dropdown menu. In the split message modal, you can add a subject for the new message.
  • Two-factor Authentication
    Who Site owners and site admins (in the owner company) can manage their own 2FA settings and reset other users' 2FA. Site owners can require two-factor authentication for everyone on the site.
  • Tentative Work Overview
    Availability depends on the specific features used and your plan.
  • Copying a Project
    If you have set up a link to other sites in your profile and you are a site administrator on both, you can choose to copy the project to that site or make a copy in the current site.
  • 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.
  • 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.
  • 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.
  • Working with Repeating Tasks
    Note: Before setting a repeat, you will first need to make sure you have a due date set on the task.
  • TeamworkAI Writing Assistant
    The AI writing assistant in Teamwork.com helps you draft, rewrite, summarize, and improve content directly inside your projects and tasks.
  • 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 .
  • 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.
  • Reporting Options for Teamwork.com
    Export formats include PDF, Excel, and CSV. Within Teamwork.com, you can generate a range of different reports for individual project and across multiple projects on your site.
  • 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.
  • 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
  • Changing the Address (URL) of Your Teamwork.com Site
    Quick answer: Click your profile avatar, select Settings , and go to General › Site Address . Click Edit to update your teamwork.com address or add a custom domain.
  • 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.
  • 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 .
  • 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
  • HTTP Request Automations
    For example, if "Due Date" is your trigger, you can specify the exact time of day on the due date.