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  • 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.
  • 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.
  • 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
    📋 Available on Scale and legacy Enterprise plans. What Manage existing quotes by updating details, refining scope and costs, changing quote status, previewing quotes, and exporting quote files.
  • Advanced Reporting (Beta)
    ✔ Available on Scale subscriptions 1 What Access deeper insights in your custom reports by activating advanced reporting.
  • 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
  • Enabling the Google Team Drive Integration
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Google Team Drives are shared file storage spaces that enable you and your team to store and share files.
  • 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.
  • Resolve Budget Conflicts
    Project admins can manage budgets on projects they're an admin on.
  • 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.
  • Working with Dashboard Metrics Panels
    ✔ Available on all subscriptions Within Teamwork.com, you can select different metrics panels to populate your dashboards, based on various project items.
  • Profitability Report
    📋 Profitability report is available on Scale plan. Request a demo to learn more. Feature overview What Report on profitability across your projects and people.
  • 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.'
  • Project Profitability
    📋 Available on Grow and Scale subscriptions. See Budgets feature access below for more information. Feature overview What A project's overall performance based on cost, billable total, and profit.
  • Workflows Introduction
    . ✔️ Available (with limits) on Deliver, Grow, and Scale subscriptions. 1 See the "Workflows feature access" section below for more information.
  • Generating Task List Reports
    Reporting on all task lists To generate a report of all task lists on your project, go to the project's Table or List area.
  • Everything - Comments Filtering
    Within Teamwork.com, you can filter comments that have been left on project items. Click the More option in the main navigation menu and select Everything from the pop-out menu.
  • Observers
    Understanding how observers work People in the owner company can see observers in the project's People area and in the Dashboard Summary's People on this project section.
  • Choosing Options for Your Calendar iCal Feed
    Within Teamwork.com, you can subscribe to your calendar via iCal and specify which items to include in the feed.