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Reassigning Tasks & Milestones
Within Teamwork.com, you can quickly reassign tasks and milestones to other users on a project.
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Choosing a Project Owner
✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can choose a user on your project to be the project owner.
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Uploading a Company Logo
Within Teamwork.com, you can upload different company logos for each individual company on your site.
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Use the Planning Overview
What High-level overview of where your site's resources (aka people) are allocated based on their assigned tasks, task dates, and associated estimated time.
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Viewing Your Project in a Gantt Chart
Alternatively, you can press G on your keyboard while viewing any area of the project. Left pane A column showing your task lists, tasks, subtasks and any attached milestones.
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Notebook Versioning (Beta)
Within Teamwork.com, you can create and manage multiple versions of notebooks on your projects.
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Changing Dates of Tasks with Dependencies in the Gantt Chart
If a task is dependent on another with the condition that it can not start before the predecessor is completed, the predecessor's start and due dates will be altered if the dependent task's start date
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Role Rates
Who Site admins can create roles and manage role billable rates. Project admins can select role rates from the rate type picker on projects.
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Using the Planned vs Actual Milestones Report
Note: The planned vs actual milestones report is accessible to site administrators and users with project admin permissions on at least one project.
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Using Tasks Breakdown Panels
Within Teamwork.com, you can and tasks breakdown panels to your custom dashboards.
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Project Budgets Introduction
What Create budgets on projects to track hours, billable amounts, costs, and profitability. Why Monitor spend and hours throughout a project. Track profit margins and forecast delivery risk.
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Using the Planned vs Actual Tasks Report
Note: The planned vs actual tasks report is accessible to site admins and users with project admin permissions on at least one project.
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User Rates Introduction
Who Site owners and owner company site admins manage site-wide billable and cost rates. Project admins can manage project billable rates on projects they're an admin on.
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View Tracked Time
✔ Available on all subscriptions. What View time tracked against projects and tasks. Why Ensure time has been logged for all completed work. Review and update time entries' details when necessary.
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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.
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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 .
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Tag Options
In the settings area, go to the Tags subsection where you will see all existing tags on your site.
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Manage TeamworkAI Settings
They can use AI features that are enabled for the site, based on their role and permissions. When When you want to enable, disable, or review which AI features are available across your site.
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Tasks (List) View
Search, sort, and filter tasks to focus on the right work. Update task details, complete tasks, bulk edit tasks, and export task lists when needed. Who All users with access to projects in your site.
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Copying an Archived Project
Within Teamwork.com, you can copy any of your existing archived projects on your site. Select the Projects option from the main navigation menu on the left of your site and go to the List subsection.
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Time Approvals Introduction
📋 Available on Scale subscriptions. What Time approvals give teams a structured way to review submitted timesheets before logged time is used for billing, reporting, and project performance.
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Editing Tasks via the Tasks Breakdown View
Go to the Dashboard area of your project and select the Summary subsection.
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Disabling the Xero Integration
Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
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Reacting to Project Items
Within Teamwork.com, you can react to project items such as comments, messages, files and project updates.
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Tag Settings
Within Teamwork.com, you can enable tags on your site and specify whether non-administrators can create tags.