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  • Creating a New Google Document Through Teamwork.com
    To do this you must first enable the Google Drive integration on your site then enable it on the individual project , ensuring you select your root/top level folder.
  • Adding or Updating a User's Company
    Within Teamwork.com, you can use companies to group different users on your site.
  • Using the Product Switcher
    Quick answer: Open the product switcher in Teamwork.com's top bar and select a product to open it. Only apps enabled for your site appear, and you must be an activated user on that product.
  • Quickly Viewing All of Your Tasks
    Quick answer: Click your profile avatar in the top right and select My Tasks to see every active task assigned to you, plus your private personal tasks . Completed tasks are in the Completed tab.
  • Enabling SSO for Your Site
    To submit your request, click your profile avatar in the top right corner of your site and select Settings from the pop-out menu.
  • Using the Notification Bell
    Quick answer: The notification bell is in the top right of Teamwork.com, next to your profile icon. A badge shows how many unread notifications you have.
  • Project Budget Expenses
    What Create budget expenses to account for additional one-off project costs (e.g. costs not related to hours worked).
  • Managing Multiple Files
    Select the checkbox beside each file you want to manage, and you will see an additional set of options appear near the top of the files area.
  • Downgrading a User to a Contact
    Within Teamwork.com, you can downgrade a standard user to a contact at any time. Note: Contacts contain reference information and cannot log in to your site.
  • Teamwork.com API - Postman Collections
    To import the collections, log in to your Postman account.
  • Submit Timesheets for Approval
    You must have at least one time entry in the approval period you want to submit. You must have access to My timesheet .
  • Downgrading a Standard User to a Collaborator
    When you downgrade an existing user to a collaborator , they will not count towards the cost of your subscription but they will have reduced permissions compared to standard users.
  • Project Filtering - Tasks List View
    Filter project tasks Click Jump to in Teamwork.com's main navigation menu. Search for and select a project . Switch to the project's List view.
  • Installing the Teamwork.com Document Editor
    The Teamwork.com Document Editor allows you to download, open, edit and save changes to files stored in the Files area of your projects without having to re-upload them manually.
  • Reordering Task Lists in List View
    Note: Only project members with permission to add task lists can reorder tasks lists in a project. To reorder your task lists, go to the List area of your project.
  • Changing Your Email Address
    Quick answer: To change your own email address, click your profile avatar, select Edit my details , update it in the Essentials tab, and click Update .
  • Use Time Blocks in My Calendar
    View their assigned tasks and update & reschedule ones they have permission to edit. Create and manage time blocks. Log time from time blocks to projects they have permission to log time on.
  • Use My Tasks Table View
    Why Understand your day-to-day priorities at a glance. Create a custom view with the task details most relevant to you. Keep late tasks top of mind so they don't fall through the cracks.
  • Tag Settings
    Quick answer: Click your profile icon, select Settings , and go to General . Turn on Allow tags to be used on your site , and choose whether to lock tag editing to administrators only.
  • Creating a Login Form on Your Website or Intranet
    Quick answer: Click your profile avatar, select Apps and integrations , and scroll to Your website or Intranet .
  • Set Up Teamwork.com SSO with Duo
    ✔ Available with the paid Advanced Security add-on What Set up single sign-on (SSO) to Teamwork.com by adding a SAML application to your Duo account.
  • Adding Extra Email Addresses
    Quick answer: Click your profile avatar, select Edit my details , go to the Details tab, and click Add More Details at the bottom. You can then enter up to three alternative email addresses.
  • Adding a Custom Message to Invite Emails
    Quick answer: Site administrators in the owner company can click their profile avatar, select Settings , and go to the Templates tab.
  • Working with Your Projects in the Teamwork.com Mobile App
    Clicking the folder icon in the navigation bar at the bottom of the app will bring you to your last viewed project.
  • Using the Planned vs Actual Milestones Report
    At the top of the report, use the toggle option to switch to the Milestones view. In the report, you will see a series of columns highlighting important properties for each milestone.