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  • Viewing All Your Items in Your Profile
    The advanced filters pane here allows you to filter by keyword, tags, company, and status. Additional option to show starred projects only.
  • 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.
  • How to Manage Client Work from Pipeline to Project
    📖 Follow this step-by-step workflow to take a client from a won deal to successful project delivery in Teamwork.com.
  • 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.
  • Create a Custom Report
    Click Create custom report in the view's top right. Enter a name for the report. Choose a report type: user, project, task, or milestone. Select the columns to include in the report.
  • 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
  • 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
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Work with Project Items in Slack
    to be notified.
  • 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.
  • Manage Automations
    Why Maintain automations' effectiveness by editing existing automations to reflect the most up-to-date workflow requirements.
  • 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.
  • Use AI Teammates
    Why Generate summaries and suggested next steps to help you decide what to do next without manually reviewing every detail. Review outputs from your teammates in one place.
  • Connect Client Emails
    ✔️ Available to all Teamwork subscriptions. What Create Teamwork Desk inboxes directly from Teamwork.com to receive and manage your client emails.
  • 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.
  • Teamwork Spaces Add-on
    When Append the add-on to your Teamwork.com subscription at any time in your billing cycle.
  • 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.