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  • Starting a Conversation with Another User
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Deleting a Notebook
    Note: Only project administrators and site administrators can delete notebooks. To delete a notebook, navigate to the Notebooks section of your project.
  • Exporting an Invoice to Blinksale Classic
    Note: This integration is available on per-user Deliver subscriptions and above, and is compatible only with Blinksale Classic. Go to the Finance area of your project and switch to the Billing tab.
  • Customizing Project Summary Settings
    Within Teamwork.com, you can customize the information shown in the project summary. Go to the Dashboard area of your project and select the Summary subsection.
  • Sorting Files by Date
    Within Teamwork.com, you can sort files by date at individual project level and in the site-level Everything area.
  • Cancel or Delete Your Account
    Who Site admins (in the owner company) can purchase and manage subscriptions. What Cancel your Teamwork.com subscription or delete your account.
  • Profitability Report
    Who Site admins (in the owner company) can access the profitability report and view project & profitability data for all of the site's projects and people.
  • Viewing Failed Email Logs
    Within Teamwork.com, you can view the failed emails logs in your site settings to check for any issues.
  • Resolve Budget Conflicts
    Who Site admins (in the owner company) can manage budgets on all projects. Site admins (in external companies) can manage budgets on projects they're a member of.
  • Importing Your Projects from Asana
    Click your profile icon in the bottom left of your site and select Settings from the pop-out menu. Note: Only owner company site administrators can access the site import settings.
  • Exporting an Invoice to a Xero File
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Connecting Your Teamwork.com Account to Sentry
    Sentry is an application monitoring platform which helps developers diagnose, fix, and optimize code performance.
  • Importing Your Projects from Monday.com
    In your Monday.com account, go to the Admin area and select the API tab. You can then generate a new API v2 token and click Copy to copy the token to your clipboard.
  • Moving Projects Between Sites
    Note: You can only copy/move projects between linked sites if you are a site administrator in both sites.
  • Updating Your Working Hours
    Within Teamwork.com, you can adjust your working hours in your profile preferences. Click your profile image in the bottom left corner of your site and choose Edit My Details from the pop-out menu.
  • Project Filtering - Task List Level
    Within Teamwork.com, you can filter the tasks in existing task lists in your project. Go to the List area of your project and select a task list from the left navigation pane.
  • Sharing Project Files
    Note: To share files you must first enable the option in your site settings . This can only be done by an owner company site administrator.
  • Slack Automations
    Who Site admins, project admins, and standard users (all in the owner company) can set up automations. Each person who wants to use Slack automations needs to set it up to use it.
  • Enabling Box.com on Your Site
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.
  • Connecting Your Teamwork.com Account to Zapier
    Zapier allows you to integrate a range of different web applications by performing actions in one app when a specific event occurs in another.
  • Proof Notifications
    ✔ Available (with limits ) on all per-user based subscriptions What Email and/or in-app notifications to keep everyone in the loop during the proofing process as proofs move from creation to review to
  • Generating an Activity Report for Your Projects
    Note: Standard users and above in the owner company can generate an activity report. External company users need to be a site administrator to be able to generate it.
  • Project Budgets Introduction
    Who Site admins (in the owner company) can create, view, and manage all budget types on all projects.
  • Quickly Editing a Task Description
    In Table view, the task description can be added as an individual column. Clicking an existing description will activate the field in edit mode allowing you to update the text.
  • Viewing Messages Across All Projects
    Within Teamwork.com, you can view all messages that have been sent and received across all of your projects in the site-level Everything area.