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  • Enabling the Xero Integration
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Company - Projects Filtering
    Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu. In the People area, select the Companies tab.
  • Sharing Project Files
    Click your profile icon in the bottom left corner of your site and select Settings from the pop-out menu.
  • Generating Task List Time Reports
    Within Teamwork.com, you can generate time reports for individual task lists on a project. Individual task list reports can be generated in Table or List based task views.
  • Everything - Files Filtering
    Within Teamwork.com, you can filter all files that have been uploaded by users across multiple projects on your site.
  • Setting Cross Project Dependencies
    Within Teamwork.com, you can make a task in one project dependent on a task in a different project.
  • Using the TaskReviewer Integration
    The TaskReviewer browser extension for Google Chrome and Microsoft Edge enables you to create reviews of media assets for your team to give feedback on and approve.
  • People Filtering - Tasks
    Go to the People section of your site and select the relevant user to view their profile. While viewing their profile, go to the Tasks tab.
  • Connecting Teamwork.com to Make
    Make enables you to automate your processes and communication between different applications and services, transferring and transforming data without the need for manual input.
  • Project Filtering - Comments
    Comment type You can choose to view comments from all areas or filter further down to comments left on specific areas of your project.
  • Moving or Copying a Task List
    Within Teamwork.com, you can move or copy a task list to another project on your site, or make a copy of it in the current project.
  • Project Filtering - Tasks List View
    Within Teamwork.com, you can filter the tasks showing in the tasks List view on your project.
  • Generating a Project Report
    Note: The project report is only accessible to project members with permission to view tasks and milestones. Collaborators cannot access the project report.
  • Customizing Project Summary Settings
    Go to the Dashboard area of your project and select the Summary subsection. Click the settings cog icon in the top right to open the summary settings.
  • Everything - Links Filtering
    Within Teamwork.com, you can filter all links that have been added by users across multiple projects on your site.
  • Notebook Versioning
    When you have multiple versions of a notebook, you will see the version noted on the notebook icon. You will also see the version mentioned under the name on the notebook details view.
  • Gantt Chart
    Within Teamwork.com, you can view a project's tasks and milestones in a Gantt-style view. A Gantt chart is a visual representation of the overall project timeline.
  • Viewing All Your Items in Your Profile
    Click your profile avatar in the bottom left corner of your site and select View Profile from the menu.
  • Using the ChurnZero Integration
    Log in to your ChurnZero Production account and go to Admin > Teamwork Projects Setup . In the setup screen, enter in your host name and API token.
  • Setting & Managing Task Dependencies
    Within Teamwork.com, you can add a dependency relationship between tasks to make sure that tasks are completed in a particular order.
  • Profile Filtering - Events
    Go to the People section of your site and select the relevant user to view their profile. While viewing their profile, go to the Events tab.
  • Updating Your Working Hours
    Click your profile image in the bottom left corner of your site and choose Edit My Details from the pop-out menu. In the edit details modal, go to the Essentials tab.
  • Moving a Task to Another Task List
    Click and drag the task using the move icon to move the task into another list. You can also drag the task over to one of the task lists in the panel on the left side of the Table or List area.
  • Teamwork Chat Automations
    Who Site admins, project admins, and standard users (all in the owner company) can set up automations in Teamwork.com.
  • Using the Float Integration
    The Float integration allows you to import your projects and people and get a visual representation of your team's day-to-day workload in a resource management calendar view.