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  • Upgrading a Contact to a Collaborator
    Within Teamwork.com, you can upgrade an existing contact to a collaborator so they can log in and be assigned tasks.
  • 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.
  • Using the Sentry Integration
    Sentry is an application monitoring platform which helps developers diagnose, fix, and optimize code performance.
  • Sorting Files by Date
    Within Teamwork.com, you can sort files by date at individual project level and in the site-level Everything area.
  • Setting Project Health
    ✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can set a project health status when adding a new project update .
  • Upgrading a Collaborator to a Standard User
    Within Teamwork.com, you can upgrade an existing collaborator to standard user so they can be granted a wider range of permissions on your projects and site.
  • Printing a Task List
    In the Table or List area of your project, click the three dots to the right of the task list name. Hover over Reports and select the option for Task List Report .
  • Completing a Task List
    Within Teamwork.com, a task list is automatically marked as complete once each of the individual tasks in the list have been completed.
  • Viewing Your Shared Dashboards
    ✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can view and manage your shared dashboards via the Home area.
  • Invoice Status Report
    ✔️ Available on Deliver, Grow, Scale, and Enterprise subscriptions What Track and manage invoice statuses for all projects in one place. Why Save time by avoiding manual project-by-project checks.
  • Pinning a Task List Open
    By default, the task list will be hidden from the Table and List areas when all tasks in a task list have been completed.
  • Manage TeamworkAI Settings
    Available AI settings depend on the features included in your plan.
  • 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 .
  • 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.
  • 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.
  • Enabling the Xero Integration
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • 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.