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  • Editing Tasks via the Tasks Breakdown View
    Within Teamwork.com, you can edit tasks via the tasks breakdown panel in the Dashboard section of your project. Go to the Dashboard area of your project and select the Summary subsection.
  • Resetting a User's Password via Invites
    Click the More option from the main navigation and select People from the dropdown menu. In the people area, select the People tab from the horizontal menu.
  • Changing Your Password
    Click your profile image in the bottom left of your site and choose Edit My Details from the menu. Go to the Account tab and toggle on the Change Password option.
  • 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.
  • 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.
  • Moving or Copying a Task List
    In Table or List view, click the three dots to the right of the relevant task list name and select Move or Copy from the dropdown menu.
  • Impersonate a User
    Who Site owners and site admins (in the owner company) can impersonate individual users from any company (client). ⚠️ You cannot impersonate another site administrator (from any company).
  • Viewing Your Shared Dashboards
    ✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can view and manage your shared dashboards via the Home area.
  • Notebook Versioning (Beta)
    Within Teamwork.com, you can create and manage multiple versions of notebooks on your projects.
  • Connecting Your Teamwork.com Account to Numerics
    Numerics is an app that allows you to design custom dashboards tailored to your business KPIs and metrics. You can download the Numerics app from the Apple App Store .
  • Downgrading a Standard User to a Collaborator
    Click the More option in the main navigation menu and select People from the pop-out menu. In the People tab, click the name of the relevant user to view their profile.
  • Notes About Our Security Protocols
    Within Teamwork.com, we secure your information in a number of ways: Coding Guidelines and Checks We enforce strong coding guidelines.
  • Enabling the Harvest Integration on Your Site
    Within Teamwork.com, you can integrate your site with Harvest which allows you to use a Harvest timer directly on tasks in your projects.
  • Uploading a Company Logo
    To view the Companies area, click the More option in the main navigation menu on the left of your site and select People .
  • Starting a Conversation with Another User
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Enabling 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.
  • Viewing a User's Upcoming Events
    Within Teamwork.com, you can quickly view your own or another user's upcoming events directly in their profile.
  • Customizing Your Dashboards
    Alternatively, in the main dashboards view, hover over the dashboard you want to customize. You can then click the arrow in the top right corner, and select Edit from the dropdown.
  • Connecting Your Teamwork.com Account to SoftSync
    SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com.
  • Working with the Task Details View
    In any area of your site displaying tasks in a list view, click the task title to open it. Alternatively, hover over the task title and click v on your keyboard.
  • Viewing a Project Summary
    Started: Task start date is in the past and due date (if set) is not in the past. Today: Task due date is today. Upcoming: Task due date is within next 14 days.
  • Using the Planned vs Actual Milestones Report
    Click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu. 
  • Using the Planned vs Actual Tasks Report
    Click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu. 
  • Pinning a Task List Open
    By default, the task list will be hidden from the Table and List areas when all tasks in a task list have been completed.
  • Viewing Milestone Change History
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can see all the changes that have been made to a milestone in the milestone change history.