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  • Add a Site Administrator
    Before you start Site administrators in the owner company have the same permissions as the site owner and can perform the same actions.
  • Using the Gmail Add-on
    Once you have logged in, you will be brought to an overview menu where you can add tasks, add task lists, and access your settings.
  • Using the Quick Add Menu
    Within Teamwork.com, you can use the Quick add menu to add new items from anywhere in your site. Click ... More to expand the menu and reveal the remaining items.
  • Creating Tables in Notebooks
    Within Teamwork.com, you can create tables within your notebooks so that you and your team can easily present text information and numerical data.
  • Use Conditional Logic in Forms
    (and especially if you ultimately need something in Teamwork.com as tasks) and want to cater to multiple respondent perspectives in a single form.
  • Using the Google Docs Add-on
    Within Google Docs, 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 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 .
  • Add Tags to Tracked Time
    Hover over the Logged time field in the task row, then click the clock icon. Fill out the time log's details. Click Add time log tag . Select one or multiple tags from the tag picker.
  • Adding Tasks in List View
    Within Teamwork.com, you can create individual tasks in the task lists on your projects. To add a new task, go to the List area of your project.
  • Work with Project Items in Slack
    Turn your messages and requests from Slack channels into trackable work in Teamwork.com.
  • Uploading Files in the Files Area
    In the upload modal, click the Add Files button to browse for files on your computer. Alternatively, drag files from your desktop into the modal.
  • Teamwork.com Advanced Security Add-on
    Within Teamwork.com, you can add the Advanced Security add-on to your subscription at any time.
  • Using Commands in Email Replies to Comments
    You can reply to an email notification with commands for specific actions: #like - this adds a Like on the comment you're replying to and posts your text as a new comment.
  • Set Up Teamwork.com SSO in OneLogin
    Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription.
  • Create a Task in Table View
    . 🎓 Learn in-app: Create a task Before you start Tasks are added to a task list within a project.
  • Setting Up Teamwork.com SSO in Okta
    Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription.
  • Reordering Tasks in Table View
    Within Teamwork.com, you can reorder tasks on your project in table view. Note: Only project members with permission to add task can reorder tasks in a project.
  • Using the Gmail Add-on on iOS
    Note: You will need to install the add-on for your Gmail account in order for it to display in the mobile app. Scroll to the bottom of an email thread to access your add-ons.
  • Manage Tasks in Board View
    Cards vs tasks Tasks are the actual work item you create to manage work in Teamwork.com. Tasks can be viewed in List, Table, Gantt, and Board views.
  • Adding Tasks via the Quick Add Menu
    Within Teamwork.com, you can quickly add a new task from any area of your site via the quick add menu. Click the Quick Add ( + ) option in the main navigation menu on the left of your site.
  • Editing Tasks in Table View
    When viewing the Table area on a project, your tasks will be displayed in table form with each task on a separate row. Each related task property will be shown in different columns.
  • Managing Capacity in the Workload
    ✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can use the Workload Planner to view and manage each user's capacity. 🔑 Client users and collaborators cannot access the Workload
  • Viewing Project Details in the Dashboard
    Within Teamwork.com, you can view details about your project in the project's Dashboard section. In the Dashboard tab, the project details pane is located on the left-hand side.
  • Hierarchy of Information in Teamwork.com
    You can use task lists to group and manage your tasks. Multiple task lists can be created in a project, and you have the option to associate each list with a relevant milestone.
  • Setting up Teamwork.com SSO in Google Workspace
    Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription.