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  • Connecting Teamwork.com to Make
    To set up the integration, you will need to copy your API key from your Teamwork.com account.
  • 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.
  • Exporting an Invoice to Xero Online
    Export an invoice to Xero Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Select the project's Finance tab. Switch to the Invoices tab.
  • Setting Up Teamwork.com SSO in Okta
    Creating the app From the Applications screen of your Okta admin console, click Add Applications . On the next page, choose Create New App .
  • Slack Integration Setup
    Install the Teamwork.com app There are two ways to install the Teamwork.com app. Use whichever is most convenient for you.
  • Setting Up Teamwork.com SSO in Microsoft Azure
    To configure this integration, you will need: An Azure AD subscription A Teamwork.com subscription with SSO enabled Adding Teamwork.com to Azure Go to your Azure account, open the MS Azure Management Portal
  • Connect Teamwork.com to Memtime
    Within Memtime, you can connect your site to Teamwork.com and use the integration to export time logs to tasks. ⚠️ Access to the Teamwork.com integration depends on your Memtime subscription.
  • Viewing Your Teamwork.com Success Planner
    Within Teamwork.com, you can use the Success Planner to explore how your team is making use of features and functionality on your site.
  • Enabling the Ybug Integration
    Once logged into Ybug , you will need to create or select a project to integrate with Teamwork.com. While viewing the project in Ybug, go to the Integrations tab.
  • Creating Project Items Using Zapier
    By creating zaps, when a trigger happens in one app, Zapier will automatically perform the actions specified in the other app to automate your workflow.
  • Project Budget Expenses
    Why Account for individual fixed costs (not related to your team's team's billable rates). Add expenses to be able to accurately track project profitability.
  • Reconnecting the Google Drive Integration
    Click your profile icon in the bottom left corner of your site and select Apps & Integrations from the pop-out menu.
  • Quickly Editing a Task Description
    Within Teamwork.com, you can quickly edit existing task descriptions. In Table view, the task description can be added as an individual column.
  • Markdown
    What Markdown provides a simple way to format text in messages, comments, task descriptions, and notebooks using symbols and characters for basic styling.
  • Using the Google Sheets Add-on
    Within Google Sheets, you can add tasks to your projects using the Teamwork.com add-on. The add-on can be installed via the Teamwork.com app page in the G Suite Marketplace .
  • Using the Gmail Add-on on iOS
    Within the Gmail iOS app, you can use the Teamwork.com add-on to interact with your projects.
  • Sorting Task Lists
    Click the options button (three dots) in the top right and hover over the Reorder Task Lists option. Select a sort preference from the additional pop-out menu.
  • 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.
  • Using the Make Integration
    Using Make allows you to connect Teamwork.com to any service in Make's list of supported apps and services , allowing you to create multi-step integrations.
  • Exporting Users to Excel
    Within Teamwork.com, you can export users from your site to Microsoft Excel. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Quickly Viewing the Company Details for a Project
    You can view the company's information by hovering over the company to the right of the project name.
  • Using the LambdaTest Integration
    Within LambdaTest, you can log issues from your testing directly to your projects as tasks. You will first need to enable the integration in your LambdaTest account.
  • Creating a New Google Document Through Teamwork.com
    Once both of these have been enabled, navigate to the Files area of the relevant project and click the Google Drive option in the top right.
  • Adding or Updating a User's Company
    Within Teamwork.com, you can use companies to group different users on your site.
  • 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.