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  • Slack Automations
    Who Site admins, project admins, and standard users (all in the owner company) can set up automations. Each person who wants to use Slack automations needs to set it up to use it.
  • Viewing Your Starred Projects
    Projects list view Select the Projects option in the main navigation menu on the left of your site and go to the List subsection.
  • Changing Your Email Address
    Within Teamwork.com, you can change the email address that you use for your account in your profile settings.
  • Reporting Options for Teamwork.com
    Activity export In the Activity subsection of a project's Dashboard area, you can view and export a report of activities on the project.
  • Salesforce Integration
    Click your profile icon in the main navigation menu. Select Apps and integrations . Scroll to the Salesforce panel. Click Manage . Click Connect in the Salesforce window.
  • NetSuite Integration
    Obtain the NetSuite credentials (Account ID, Consumer Key, Client ID, and Private/Public key): Your NetSuite Account ID can be found in the URL of your NetSuite instance.
  • Connecting Your Teamwork.com Account to Sentry
    Sentry is an application monitoring platform which helps developers diagnose, fix, and optimize code performance.
  • Moving a Task to Another Task List
    In the Table or List area of your project, hover over the relevant task to reveal the move icon (vertical dots). Click and drag the task using the move icon to move the task into another list.
  • Using the Product Switcher
    The product switcher ( ) is located in Teamwork.com's main navigation menu. To open another Teamwork.com product, select the product from the pop-out.
  • Generating Task List Reports
    Click the options button (three dots) in the top right and hover over Reports in the dropdown menu. From the pop-out menu, select the Task Lists Report option.
  • Using the Workload Planner
    ✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can use the Workload Planner to view and manage each user's capacity. 🔑 Client users and collaborators cannot access the Workload
  • Enabling a Chat Channel for Your Project
    A Chat channel will be created in your associated Teamwork Chat account. You will first need to enable Teamwork Chat for your account.
  • Editing the Name of a Project
    Within Teamwork.com, you can edit the name of your projects in a number of ways. Note: Only project administrators and above have permission to update the name of a project.
  • Starting a Conversation with Another User
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Viewing Failed Email Logs
    Within Teamwork.com, you can view the failed emails logs in your site settings to check for any issues.
  • Using the LambdaTest Integration
    LambdaTest is a cross browser testing cloud that enables you to run automated and live interactive testing across multiple browsers and operating systems.
  • Downgrading a User to a Contact
    Note: Contacts contain reference information and cannot log in to your site. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Activity Filtering
    Within Teamwork.com.com, you can filter the items that are displayed in your activity feed. In the Home area of your site, select the Activity tab from the horizontal navigation menu.
  • Disabling the Xero Integration
    To remove Xero from a project, go to the Settings area of the project and select the Integrations subsection.
  • Enabling the OneDrive Personal Integration on Your Projects
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 OneDrive is a file hosting and synchronization service that enables you to store and share files.
  • Enabling Your Daily Report Email
    the top right of your screen and choosing Edit my details, then navigating to the Preferences tab.
  • Archiving a Project
    While viewing an individual project, click the three dots to the right of the project name and select the Archive option within the Manage Project section.
  • Wrike Importer
    . 🔑 Site admins (in the owner company) can access a site's import settings. Click your profile icon in Teamwork.com's main navigation menu. Select Settings . Switch to the Import tab.
  • Viewing Completed Tasks Across All Projects
    Within Teamwork.com, you can view all completed tasks across all your projects in the site-level Everything area.
  • Viewing Messages Across All Projects
    Within Teamwork.com, you can view all messages that have been sent and received across all of your projects in the site-level Everything area.