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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 Unito Integration
Creating a sync In the Syncs area of your Unito account, click the Add sync button in the top right. Using the arrow to the right, you can choose a sync preference: Sync - limited to two projects.
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Slack Integration Setup
Turn your messages and requests from Slack channels into trackable work in Teamwork.com. Who Site admins, project admins, and standard users (all in the owner company) can set up the integration.
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Using Table View for Tasks
Within Teamwork.com, you can use table view to easily view and manage tasks on your projects.
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Salesforce Integration
Who Teamwork.com site admins (in the owner company) can connect their Teamwork.com site to Salesforce and configure the integration.
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Use My Work
What My work is your personal workspace for managing tasks, calendar items, time, projects, activity, and dashboards in Teamwork.com.
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Enterprise Sandbox Account
Create an isolated and secure learning environment for your team. When your Sandbox account is created, only the site owner will be copied automatically.
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Copying a Project
Quick answer: To copy a project in Teamwork.com, click the options button (three dots) beside the project name and select Copy .
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My Timesheet Calendar View
What Use Calendar view in My timesheet to review, manage, and log time in a date-based calendar layout. Why Review logged time chronologically by day, week, or month.
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Teamwork.com API - Postman Collections
To import the collections, log in to your Postman account.
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Submit Timesheets for Approval
The view controls how you log and review time in My timesheet . The approval period controls when your timesheet is submitted and approved.
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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.
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AI Forecasting: Profitability Report
๐ Available on Optimize and Enterprise 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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SoftSync Synchronization Setup
Two-way sync (default): Synchronize your data in both directions from Teamwork to Jira and vice versa.
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Automations - Supported Triggers
Respond automatically to task and project updates. Who Users with permission to create automations. Administrators can run automations on private tasks.
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Timeline View
Quick answer: To open Timeline view in Teamwork.com, go to your project, select More... and choose Timeline , or select the Timeline tab if it's shown.
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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.
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Time Approvals Introduction
๐ Available on Optimize and Enterprise plans.* Quick answer: Time approvals in Teamwork.com let assigned approvers review logged time before it's used for billing and reporting.
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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.
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Using Your Personal Inbox
Quick answer: Your inbox in Teamwork.com collects updates on items assigned to you, items you're mentioned in or follow, and projects you're added to. Open it from the Home area.
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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.
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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.
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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
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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.
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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.