Menu

Knowledge Base

Search for "microsoft office add-in" yielded 669 results

  • Using the Product Switcher
    The product switcher ( ) is located in Teamwork.com's main navigation menu. To open another Teamwork.com product, select the product from the pop-out.
  • Bulk Edit Tasks Across Projects
    Update task details such as assignees, followers, tags, dates, priority, and progress in a single workflow.
  • NetSuite Integration
    Obtain the NetSuite credentials (Account ID, Consumer Key, Client ID, and Private/Public key): Your NetSuite Account ID can be found in the URL of your NetSuite instance.
  • Generating Task List Reports
    Click the options button (three dots) in the top right and hover over Reports in the dropdown menu. From the pop-out menu, select the Task Lists Report option.
  • Workload Planner Overview
    Tasks Tasks appear in the Workload Planner if: They have dates assigned and those dates fall within the selected date range.
  • Enabling a Chat Channel for Your Project
    A Chat channel will be created in your associated Teamwork Chat account. You will first need to enable Teamwork Chat for your account.
  • Editing the Name of a Project
    Within Teamwork.com, you can edit the name of your projects in a number of ways. Note: Only project administrators and above have permission to update the name of a project.
  • Starting a Conversation with Another User
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Viewing Failed Email Logs
    Within Teamwork.com, you can view the failed emails logs in your site settings to check for any issues.
  • Using the LambdaTest Integration
    LambdaTest is a cross browser testing cloud that enables you to run automated and live interactive testing across multiple browsers and operating systems.
  • Time Report
    Compare the split of billable and non-billable time. Identify gaps in billable versus invoiced hours. Generate custom exports filtered to your needs.
  • Downgrading a User to a Contact
    Note: Contacts contain reference information and cannot log in to your site. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Enabling the OneDrive Personal Integration on Your Projects
    OneDrive is a file hosting and synchronization service that enables you to store and share files.
  • Activity Filtering
    Within Teamwork.com.com, you can filter the items that are displayed in your activity feed. In the Home area of your site, select the Activity tab from the horizontal navigation menu.
  • Disabling the Xero Integration
    To remove Xero from a project, go to the Settings area of the project and select the Integrations subsection.
  • Enabling Your Daily Report Email
    the top right of your screen and choosing Edit my details, then navigating to the Preferences tab.
  • Wrike Importer
    . 🔑 Site admins (in the owner company) can access a site's import settings. Click your profile icon in Teamwork.com's main navigation menu. Select Settings . Switch to the Import tab.
  • Archiving a Project
    While viewing an individual project, click the three dots to the right of the project name and select the Archive option within the Manage Project section.
  • Project Filtering - Tasks List View
    Within Teamwork.com, you can filter the tasks showing in each project's tasks List view. Filter project tasks Click Jump to in Teamwork.com's main navigation menu. Search for and select a project .
  • Quickly Editing a Task Description
    In Table view, the task description can be added as an individual column. Clicking an existing description will activate the field in edit mode allowing you to update the text.
  • Basecamp Importer
    Import from Basecamp 🔑 Site admins (in the owner company) can access a site's import settings. Click your profile icon in Teamwork.com's main navigation menu. Select Settings .
  • Enabling the Google Drive Integration on Your Projects
    Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • Asana Importer
    Tasks Tasks and subtasks will be imported The tasks will be created in a Teamwork.com tasklist which will inherit the Asana section name Active and completed tasks User assigned to task based on the assignee
  • Enabling the FreshBooks Integration for Your Site
    FreshBooks is an accounting software that enables you to track invoices, expenses, and time. Within Teamwork.com, you can integrate your site with FreshBooks and FreshBooks Classic.
  • Upgrading a Contact to a User
    Within Teamwork.com, you can upgrade an existing contact to a standard user so they can log in and be assigned tasks.