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  • TeamworkAI Overview
    Request a demo (opens in a new tab) 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
  • 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.
  • 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.
  • 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.
  • Bulk Edit Tasks Across Projects
    Update task details such as assignees, followers, tags, dates, priority, and progress in a single workflow.
  • 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.
  • 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.
  • 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.
  • Workload Planner Overview
    . 🔑 Client users and collaborators cannot access the Workload Planner. Tasks Tasks appear in the Workload Planner if: They have dates assigned and those dates fall within the selected date range.
  • Viewing Failed Email Logs
    Within Teamwork.com, you can view the failed emails logs in your site settings to check for any issues.