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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.
  • Teamwork.com Advanced Security Add-on
    Add the Advanced Security add-on to your Teamwork.com subscription Click your profile icon in the top-right corner of Teamwork.com's main navigation menu and select Subscription .
  • 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.
  • 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.
  • 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.
  • Create a Task in List View
    Use the quick add icons (detailed in the table below) on the task's right to set properties such as assignee or dates.
  • 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.
  • Manage Tasks in List View
    Site admins (in external companies) can view, create, and manage all tasks on projects they're a member of. Project admins and can view and manage all tasks on projects they're an admin on.
  • Use Ask AI in Teamwork.com
    It opens in a side panel, allowing you to find information, ask questions, and request supported actions without leaving the area where you are working. Describe what you need in your own words.
  • 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.
  • 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.
  • 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.
  • 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.
  • Use Home Dashboards in Teamwork.com
    Who Anyone who wants a focused overview of their work, projects, priorities, or reporting needs in Teamwork.com.
  • Managing Capacity in the Workload
    Select Planning in Teamwork.com's main navigation menu. Switch to the Workload tab.