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  • Using the TaskReviewer Integration
    The TaskReviewer browser extension for Google Chrome and Microsoft Edge enables you to create reviews of media assets for your team to give feedback on and approve.
  • Getting Started with Teams
    Teams has been designed to bring a new level of alignment to your processes and help you work as efficiently as possible.
  • Use the Planning Overview
    Switch to the Overview tab. Scroll to the relevant user row in the table. Hover over the Total Capacity bar to view the corresponding hours associated with the capacity percentages.
  • Unavailable Time
    Drag and drop Single day: Click a day on a user's row, then switch to the Unavailable time tab in the pop-up window.
  • Copying or Moving a Task
    In Table view, click the three dots to the right of the task and select Move or Copy from the pop-up menu. In List view, hover over the relevant task to reveal the options button (three dots).
  • Creating and Using Shortcuts
    You have two options to choose from for source type: Use current page or paste a new link - create a shortcut for the area of your site you are currently on, or paste a link to another area Browse - choose
  • Reporting Options for Teamwork.com
    Tasks are color-coded to indicate if the item is completed, active or late.
  • Collaborators
    Allow contractors to update work they're assigned to. Who Site admins can add and manage users.
  • Automations - Supported Conditions
    Options Task progress is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to a specified percentage. or Task progress is set | not set .
  • Allocate and Manage Resources in the Schedule
    Use allocations to map required effort and unavailable time to track non-working time. ← Swipe to scroll 🎓 Learn in-app: Resource Schedule Before you start The Schedule provides two perspectives: Projects
  • Managing Linked Files
    Within Teamwork.com, you can manage files linked to your projects via third party storage apps such as Google Drive and Dropbox.
  • Create and Manage Project Templates
    It defaults to the company associated with the original project. Choose which project items to carry over to the template.
  • Add Tags to Tracked Time
    Add up to 8 tags to an individual time entry. 8 tags is a lot — try and stick to tags that your team regularly leverages for reporting or tracking purposes.
  • Moving Projects Between Sites
    Go to the relevant project in the list and click the option button (three dots) to the right of the project row. Select the Copy option in the Manage Project tab of the pop-out menu.
  • Work with Project Items in Slack
    to be notified.
  • Use Task Templates
    What Task templates are like placeholder task lists for tasks you're likely to use repeatedly. Use your custom templates each time you want to populate those tasks on a project.
  • Manage Automations
    Why Maintain automations' effectiveness by editing existing automations to reflect the most up-to-date workflow requirements.
  • Client Users
    Standard users with the profile permission to: Manage people and companies (allows users to invite people to the Teamwork.com site). Client users can be added to client companies.
  • View Teamwork Desk Tickets in Teamwork.com
    Why Stay up to date on client communications without having to leave Teamwork.com. Gain insight into a client's contact history and access any shared files.
  • Connect Client Emails
    ✔️ Available to all Teamwork subscriptions. What Create Teamwork Desk inboxes directly from Teamwork.com to receive and manage your client emails.
  • Create and Manage Quotes
    Better connect accepted quotes to tentative work and actual projects. Who Site admins can access the Quotes area to create and manage quotes.
  • Getting Started as a Site Administrator in Teamwork.com
    Welcome to Teamwork.com! We’re here to help you create and track projects from start to finish.
  • Bulk Managing Teams
    Click the Delete button to remove the selected teams. You will need to click OK in the confirmation modal to complete the deletion.
  • Setting Defaults for Tasks in a Task List
    Within Teamwork.com, you can set default values on your task list to be applied to new tasks added to the list.
  • Using Keyboard Shortcuts
    Pressing f while hovering over a task name will instead open the file upload modal to attach a file to that task.