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  • 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.
  • 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 Filters in Reports
    ✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can filter the information displayed in each of the individual reports.
  • 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 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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
  • Managing Tasks in the Calendar
    You can access the Calendar via the More option from the main navigation and selecting Calendar from the pop-out menu.
  • 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 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 .
  • 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.
  • 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 .
  • 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.
  • Manage Tasks in New 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.
  • 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 Task Lists in List View
    Within Teamwork.com, you can reorder the task lists in your project in a number of ways. Note: Only project members with permission to add task lists can reorder tasks lists in a project.
  • 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.
  • Use Time Blocks in My Calendar
    Before you start Time blocks are time-based slots and cannot be created in the all-day panel. You can create overlapping time blocks.