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  • Editing a Notebook
    You can also click the notebook's name to view it, and then click the Edit Content button in the top right.
  • Adding a Message to the Dashboards Area
    Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
  • Teamwork.com Plans: Feature Comparison
    If you're on a legacy plan, view our legacy plan comparison .
  • Legacy Teamwork.com Plans: Feature Comparison
    The information below reflects feature access and usage limits on Teamwork's legacy Deliver/Pro, Grow/Premium, and Scale/Enterprise plans.
  • Teamwork.com Developer Portal Overview
    All APIs published on this portal allow you to access and update any data in your Teamwork.com account.
  • Working with the Notebooks Editor
    Font size: Using the font size dropdown, you can increase and decrease the size of your text. Font color: Choose from the default color options or select a custom color via the color palette.
  • Viewing All Your Items in Your Profile
    Click your profile avatar in the bottom left corner of your site and select View Profile from the menu.
  • Using the ChurnZero Integration
    Log in to your ChurnZero Production account and go to Admin > Teamwork Projects Setup . In the setup screen, enter in your host name and API token.
  • Enabling the Easy Insight Integration
    Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards.
  • Changing the Address (URL) of Your Teamwork.com Site
    When you initially set up your site, your site URL will usually take the format: yourcompany.teamwork.com Click your profile avatar in the bottom left of your site and choose Settings from the pop-out
  • Quickly Viewing All of Your Tasks
    Click your profile avatar in the bottom left of your site and select My Tasks from the the pop-out menu. At the top of the Tasks section, you will see a subsection for your personal tasks .
  • TeamworkAI Overview
    Users: Users can use TeamworkAI features that are enabled for the site, based on their role and permissions.
  • Manage Quotes
    When After a quote has been created and needs to be refined, shared, or progressed to delivery. ← Swipe to scroll On this page Find and view quotes Use table view Use board view Update quote status Edit
  • Advanced Reporting (Beta)
    Combine data points to create custom expressions and achieve even more insights. Access new filtering, sort by, group, pivot, and aggregation options.
  • Skipping Weekends Within the Gantt Chart
    Within Teamwork.com, you can choose to skip weekends in the Gantt Chart so that start and due dates do not land on weekends.
  • Exclude Weekends
    Who Site admins (in the owner company) can turn on the site-level exclude weekends setting. 📝 When enabled, any user with permission to edit tasks on a project will not be able to select Saturdays and
  • Logging Time to Harvest
    Within Teamwork.com, you can use the Harvest integration to track time on your projects and log the time entries to Harvest.
  • View Teamwork Desk Tickets in Teamwork.com
    📋 Available on all Teamwork.com accounts connected with a Teamwork Desk account. What View Teamwork Desk tickets associated with clients and projects directly in Teamwork.com.
  • Personal Inbox Items
    Within Teamwork.com, you will receive alerts in your personal inbox based on certain actions and updates initiated by other users on your site.
  • Viewing a Project Summary
    Click the relevant project card on a column to open the summary in a quick view pane. Tasks This section is split to show tasks assigned to one particular person, and all tasks on the project.
  • Resolve Budget Conflicts
    Who Site admins (in the owner company) can manage budgets on all projects. Site admins (in external companies) can manage budgets on projects they're a member of.
  • My Calendar
    Allocate time blocks to work on assigned tasks. Reduce manual work by bringing your external calendar into Teamwork.com. Who Site admins and standard users can: Access 'My calendar.'
  • Enabling the Google Team Drive Integration
    Google Team Drives are shared file storage spaces that enable you and your team to store and share files. Within Teamwork.com, you can enable Google Team Drive sharing on your projects.
  • Profitability Report
    What Report on profitability across your projects and people. Why Track and analyze financial performance. Gain insight into which areas are most profitable.
  • Mapping Teamwork's PSA Product Hierarchy to Professional Services Use Cases - Reference Guide
    It also integrates with key productivity and collaboration tools for files, calendars, chat, email and more.