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  • Creating a Notebook
    Within Teamwork.com, you can create notebooks in your projects as a way to store notes and important project information.
  • Requesting a Project Update
    ✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can request a project update from the owner of the project.
  • Adding a Message to the Dashboards Area
    Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
  • Adding a Project Logo
    Note: If the company associated with the project has a company logo already set, this will be used for the project until a dedicated project logo is set.
  • Completing a Project
    Completing tasks and milestones will not automatically complete a project so you need to mark the project itself as complete.
  • Creating a Notebook (Beta)
    Within Teamwork.com, you can create notebooks in your projects as a way to store important project information and notes. 
  • Add a Link
    is relevant to a project and a helpful resource for your team.
  • Adding or Editing a Company
    In the People area, select the Companies tab from the horizontal menu to view.
  • Quickly Viewing the Company Details for a Project
    Within Teamwork.com, you can quickly view the details of the company associated with a project.. You can view the company's information by hovering over the company to the right of the project name.
  • Adding a Team
    To create a team, select the More option in the main navigation menu on the left of your site and choose Teams from the pop-out menu.
  • Editing a Notebook (Beta)
    Within Teamwork.com, you can edit existing notebooks that have been added to your projects. This article relates to a Beta version of the Notebooks editor available for some Teamwork.com accounts.
  • Create a Custom Report Chart
    Select the type of chart you would like to create: bar chart or line chart (support for additional chart types is planned for a future update).
  • Viewing Your Project in a Gantt Chart
    Within Teamwork.com, you can view and manage each of your projects in a Gantt chart, giving a graphical timeline representation of your project.
  • Viewing a User's Upcoming Events
    To view the People area, click the More option in the main navigation menu on the left of your site and select People . In the People area, select the People tab from the horizontal menu to view. 
  • Detaching a File from a Task
    Go to the List area of your project and select the relevant task to open the task details view. You will see a list of the attached files below the task and an option to Manage Task Attachments .
  • Adding People to a Project
    Within Teamwork.com, you can add new users to your project to help you progress and collaborate on it. Note: Only site administrators and project administrators are able to add people to a project.
  • Deleting a User from Your Site
    Note: Deleting a paid user will not remove them from your subscription. To prevent future charges for deleted users, you will also need to update the user count for your subscription.
  • Sharing a Saved Filter at Project Level
    Within Teamwork.com, you can share a saved filter from your project to a member of your team so that they can see the same information based on your applied filter.
  • 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.
  • Add a Message
    They stay in one area, are a way to provide project-related updates, and make it easy to go back and find information when you need it. Unlike a certain other communication tool ~ email!
  • Create a Project
    Why Create a central location to serve as a single source of truth for communication and documentation related to a particular initiative. Organize processes based on business (or client) needs.
  • Adding a Link via Email
    To access the email address for posting links to the project, go to the Links area of your project.
  • Create a Custom Report
    Site admins (in external companies) and standard users with the following permissions: Create custom reports (allows users to create custom reports using data from projects they're a member of).
  • Adding a Site Logo
    Within Teamwork.com, you can add a custom logo to your site to be used in email notifications and your Teamwork.com login screen.
  • Sharing a Saved Filter at Site Level
    Calendar If you share a filter with a user who does not have access to the relevant area, they will not be able to view it.