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Collaborators
Allow contractors to update work they're assigned to. Who Site admins can add and manage users. -
Teamwork.com Beta Program - Clock In/Out
Within the Teamwork.com Beta Program, you can enable the clock in/clock out feature to allow your users to log their hours at work. How do I enable clock in/out in Teamwork.com? -
Owner and Administrator Step 8: Connect Your Tools
What Set up the integrations that matter most to your team: sign-in, file storage, accounting and automation. Why Fewer tools to switch between, and no retyping invoices or re-uploading files. -
Project Manager Step 6: Track Progress and Keep Everyone Updated
Quick answer: To track progress in Teamwork.com, check the project summary each week, filter tasks by due date to find late work, review logged time and Finance › Budgets , and post a short status update -
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. -
Create a Form
Cover: Select a color or upload a banner image to display at the top of the form. Logo: Upload an image, such as your company's logo. Click Preview to review your changes. -
Owner and Administrator Step 3: Choose User Types and Permissions
Quick answer: Before inviting anyone to Teamwork.com, choose a user type for each person: standard users take a paid seat, while client users, collaborators and contacts don't. -
Project Manager Step 2: Structure the Work
Quick answer: To structure a project in Teamwork.com, create one task list per phase or workstream, add and assign tasks with due dates, add milestones for key deliverables, and add dependencies between -
Team Member Step 5: Set Up Your Notifications and the Mobile App
Quick answer: To set up notifications in Teamwork.com, open Edit my details from your profile icon and go to the Preferences tab. -
Use Home Dashboards in Teamwork.com
Customize your personal hub to surface the aspects of work most important to you. Who Anyone who wants a focused overview of their work, projects, priorities, or reporting needs in Teamwork.com. -
Manage Automations
Why Maintain automations' effectiveness by editing existing automations to reflect the most up-to-date workflow requirements. -
Create and Manage Project Templates
It defaults to the company associated with the original project. Click Next step, then choose which project items to carry over to the template. -
Automations - Supported Conditions
Created by Apply the automation to tasks based on their creator. Conditions Task created by is equal to | not equal to . -
Form Task Field Mapping
If you're editing an existing form and do not need to add more questions, skip to the next section: "Step 3: Link questions to task properties." -
Connect Client Emails
✔️ Available to all Teamwork subscriptions. What Create Teamwork Desk inboxes directly from Teamwork.com to receive and manage your client emails. -
Reporting Options for Teamwork.com
Tasks are color-coded to indicate if the item is completed, active or late. What is the activity export? -
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. -
Mapping Teamwork's PSA Product Hierarchy to Professional Services Use Cases - Reference Guide
How Teamwork's data model maps to professional services operations — from pipeline to profit. -
Owner and Administrator Step 5: Set Your Billing and Cost Rates
Go to People and use the Cost rate and Billable rate views to set each person's rates, then add role or client rates if needed. -
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. -
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. -
Use Task Templates
This anchor date sets each task's dates (for example, Day 2 to Day 6 of the template). Tick Skip weekends to keep task dates on weekdays. You can also add a template's tasks to an existing task list. -
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. -
Use AI Assistants like Claude and ChatGPT with Teamwork.com through MCP
It is a standard that allows AI assistants, such as Claude and ChatGPT, to connect to external tools and services, including Teamwork.com.
