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  • Moving or Copying a Task List
    In Table or List view, click the three dots to the right of the relevant task list name and select Move or Copy from the dropdown menu.
  • 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.
  • Notebook Versioning (Beta)
    Within Teamwork.com, you can create and manage multiple versions of notebooks on your projects.
  • Viewing a Project Summary
    Started: Task start date is in the past and due date (if set) is not in the past. Today: Task due date is today. Upcoming: Task due date is within next 14 days.
  • Viewing All Archived Projects
    You can, however, open the projects and export reports from them. To access your archived projects, click the Projects option in the main navigation menu and go to the List subsection.
  • Exclude Weekends
    Who Site admins (in the owner company) can turn on the site-level exclude weekends setting. 📝 When enabled, any user with permission to edit tasks on a project will not be able to select Saturdays and
  • Uploading Files Directly to Your Integrated Storage Apps
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can upload files directly to your integrated storage apps such as Dropbox and Google Drive.
  • Enabling the Dropbox Integration on Your Site
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Dropbox is a file hosting service that offers cloud storage and file synchronization.
  • Share File Links
    Within Teamwork.com, you can manage sharing access for files uploaded as task attachments or directly uploaded in a project's Files section. These files are stored securely on Amazon S3 storage .
  • Changing the Site Owner
    To make this change, you will first need to be logged in as the person who is currently the site owner. Note: Only site administrators in the owner company can become the site owner.
  • Everything - Comments Filtering
    Click the More option in the main navigation menu and select Everything from the pop-out menu. In the Everything area, go to the Comments subsection.
  • Locating Your API Key
    Within Teamwork.com, you can use your API Key to log in as an alternative to your username and password.
  • Understanding Project Statuses
    Within Teamwork.com, project statuses are used to group your projects based on where they are in their current timeline. Status Purpose All projects you have access to, excluding archived projects.
  • Reconnecting the Google Drive Integration
    ✔ 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.
  • Completing a Project
    Within Teamwork.com, you can mark any of your projects as complete in the project's settings.
  • Custom Ordering Saved Filters
    Within Teamwork.com, you can customize the order in which your saved filters show. This can help you to easily find the filters you use most or help to navigate large lists of saved filters quickly.
  • Viewing Milestone Change History
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can see all the changes that have been made to a milestone in the milestone change history.
  • Enabling the Xero Integration
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Trello Importer
    Within Teamwork.com, you can import boards from Trello into your projects using the Trello importer. Import from Trello 🔑 Site admins (in the owner company) can access a site's import settings.
  • Use the Planning Overview
    Who Site admins Standard users and client users When Any time you need a capacity check-in related to current task work.
  • Viewing Task Change History
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can see all the changes that have been made to a task in the task history.
  • Creating a Ticket on a Task
    In any tasks List view on your site, hover over the relevant task to reveal the task options. A Teamwork Desk icon will appear to the right of the task name.
  • Quickly Viewing the Company Details for a Project
    In the pop up modal, clicking the company name at the top will bring you directly to the full company view in the People section.
  • Renaming a File
    In the Files area of your project, hover over a file to reveal the additional file options. Click the arrow button and select Edit File Details from the dropdown menu.
  • Uploading a Company Logo
    To view the Companies area, click the More option in the main navigation menu on the left of your site and select People .