Menu

Knowledge Base

Search for "filters" yielded 194 results

  • Tasks (List) View
    Use search, filters, sorting, or the task toggle to focus on the right work. Once the list is set up, you can review, update, and complete tasks directly from the view.
  • View, Edit, and, Delete Portfolio Boards
    Portfolio board filtering Use filters to refine what you currently see on a board. Filter Outcome Keyword Show projects whose names match the search term.
  • Project Filtering - Comments
    Within Teamwork.com, you can filter the comments that have been posted by users to your project. Click the filters button in the top right to open the advanced filters pane.
  • Deleting Files
    Note: The ability to delete files requires you to have the project permission to add files. Click the More option in the main navigation menu and select Everything from the pop-out menu.
  • Uploading Files in the Files Area
    Within Teamwork.com, you can upload files to your projects for your team to access. To upload files directly through the Files area of your project, click the Upload button in the top right.
  • Managing Multiple Files
    Moving or copying files Once you have selected some files, click the Move or Copy button. In the copy/move modal, you will be able to choose whether you want to copy or move the files.
  • Setting and Editing Privacy on Files
    You can set privacy on files when first uploading them to your project or when editing an existing file.
  • Adding Files via Email
    Within Teamwork.com, you can add files directly to your projects via email. Note: Any project members with the project permission to Add Files can use the post via email feature.
  • Moving or Copying Files
    Go to the Files area of your project and hover over the relevant file to reveal the additional file options.
  • Manage Files on Tasks
    What Attach files to tasks, view existing files on tasks, and manage files attached to tasks. Why Share important files relevant to each task for reference while working.
  • Working with SharePoint Files in Your Projects
    Linking files from SharePoint Go to a project's Files area of the project. Click the File Integrations button in the top right. Select SharePoint from the dropdown menu.
  • Using Filters in Reports
    Advanced filters Clicking the filters option in the top right of each report will open an advanced filters dropdown allowing you to further refine your report.
  • Linking Files from Integrated Storage Accounts to Your Projects
    Within Teamwork.com, you can use file storage integrations to link files from your third party storage accounts to your projects.
  • Tags
    Within Teamwork.com, tags are a way to mark items so that you can use a filter to see just those items.
  • Enabling the Google Team Drive Integration
    Google Team Drives are shared spaces where teams can easily store, search, and access their files anywhere, from any device.
  • Enabling the SharePoint Integration for Your Site
    ✔ Available on Grow and Scale subscriptions 1 SharePoint is a web-based document management and storage system that enables you to share files and resources.
  • Creating a New Google Document Through Teamwork.com
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can create a new Google document directly from the files area of a project.
  • Google Drive File Access Options
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • Enabling the SharePoint Integration for a Project
    ✔ Available on Grow and Scale subscriptions 1 SharePoint is a web-based document management and storage system that enables you to share files and resources.
  • Creating and Modifying Project Items via Email
    , you will need to find and copy the appropriate email address for that project and that type of item, for example: Tasks : 00000_00000@tasks.teamwork.com Messages : 00000_00000@messages.teamwork.com Files
  • Renaming a File
    Within Teamwork.com, you can rename existing files on your projects. In the Files area of your project, hover over a file to reveal the additional file options.
  • Uploading and Viewing Versions of a File
    Within Teamwork.com, you can upload new versions of existing files on your projects. File versions can be managed via the Files area of the relevant project.
  • Working with Repeating Tasks
    Any files attached to the original task will be carried over to each future repeating task.
  • Locking a File in a Project
    Go to the Files area of the relevant project and locate the relevant file. Click the dropdown arrow to the right of the file you wish to lock and select the Lock option.
  • Reacting to Project Items
    Within Teamwork.com, you can react to project items such as comments, messages, files and project updates.