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  • 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.
  • 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.
  • Automations - Supported Actions
    Send HTTP request Connect automations with any app by sending HTTP requests to a specified URL. Add comment Add a comment to a task. Change assignees Add specific assignees.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Everything Area Overview
    what you need to do.
  • 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.
  • Manage Tasks in List View
    Why Track all work to get a clear picture of what you (or your team) need to get done. Update key work data as projects progress to increase visibility and provide context.
  • 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.
  • 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.
  • 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.
  • 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.