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  • AI Forecasting: Profitability Report
    Identify high-cost areas and opportunities to optimize margins. Who Site admins (in the owner company) can view the profitability report and enable AI forecasting.
  • Navigate the Schedule
    What Navigate the Schedule to view and adjust allocations, unavailable time, timelines, and insights in one resource-planning workspace. Why Understand project and resource capacity at a glance.
  • SoftSync Synchronization Setup
    Two-way sync (default): Synchronize your data in both directions from Teamwork to Jira and vice versa.
  • Automations - Supported Triggers
    Respond automatically to task and project updates. Who Users with permission to create automations. Administrators can run automations on private tasks.
  • Timeline View
    Edit access: Only users with Edit Tasks permission can move/reschedule tasks and adjust dependencies in Timeline.
  • Manage Quotes
    Select a quote to open it and review details, line items, and totals. Use table view Table view lists quotes across clients in a single table.
  • Using Your Personal Inbox
    Use the left and right arrows in the top right of the preview view to move to the next inbox item.
  • Advanced Reporting (Beta)
    Do more with your data in Teamwork.com and save time. Who Site admins (in the owner company) can create custom reports and access the advanced reporting option.
  • Automations - Supported Conditions
    Target tasks more precisely based on their current values and state. Reduce unwanted automation runs. Who Users creating automations can add conditions to narrow the tasks an automation affects.
  • TeamworkAI Overview
    What TeamworkAI provides in-product AI assistance in Teamwork.com to help with common workflows such as writing, summaries, project and task setup, filtering, scheduling support, utilization review, expense
  • Using 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.
  • 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.
  • Teamwork Chat Automations
    Who Site admins, project admins, and standard users (all in the owner company) can set up automations in Teamwork.com.
  • Using the Userback Integration
    Note: To collect feedback, you will need to install and log in to the Userback browser extension .
  • Use the Memtime Integration
    . 📝 You must install and authorize the Teamwork.com app in Memtime before you can use the integration. Import projects and tasks Auto sync Log in to Memtime's desktop app .
  • 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 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.
  • Observers
    Understanding how observers work People in the owner company can see observers in the project's People area and in the Dashboard Summary's People on this project section.
  • Choosing Options for Your Calendar iCal Feed
    Within Teamwork.com, you can subscribe to your calendar via iCal and specify which items to include in the feed.
  • 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.
  • 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.
  • Changing Your Email Address
    Within Teamwork.com, you can change the email address that you use for your account in your profile settings.
  • Monday.com Importer
    Step 2: Initiate the import in Teamwork.com 🔑 Site admins (in the owner company) can access a site's import settings. Click your profile icon in Teamwork.com's main navigation menu.
  • 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.