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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 .
  • Setting Default Projects for New Users
    When you choose to set a default project, any new users will be added to that project based on the conditions you set which are covered below.
  • Exporting Users to Excel
    Click the More option in the main navigation menu and select People from the pop-out menu.
  • Exporting a Project List by Category
    Within Teamwork.com, you can export basic information for the projects created on your site.
  • 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.
  • Pinning a Task List Open
    Within Teamwork.com, you can pin task lists so they remain open on your project.
  • Locating Your API Key
    Within Teamwork.com, you can use your API Key to log in as an alternative to your username and password.
  • Integration Partner System Requirements
    Within Teamwork.com, we have a public API allowing developers and partners to build integrations with our product suite.
  • Using the Product Switcher
    You must also be an activated user on the relevant product in order to log in. Manage apps Click Manage apps in the pop-out menu to manage your active products in the Teamwork.com suite.
  • Downloading a Message
    Go to the Messages area of your project and select the relevant message by clicking the message title.
  • Viewing a User's Upcoming Events
    To view the People area, click the More option in the main navigation menu on the left of your site and select People . In the People area, select the People tab from the horizontal menu to view. 
  • Deleting a User from Your Site
    Any files the user has uploaded, time logged, comments or messages added, or other content they have created will remain on your site after the user is deleted.
  • Installing the TaskReviewer Chrome Extension
    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.
  • Project Filtering - Links
    Created By Filter based on who added or created the link on the project. You also have the option here to include items from deleted users.
  • Downloading the Teamwork.com Mobile App
    Within Teamwork.com, you can use the mobile apps for iOS and Android to interact with your projects on your mobile device.
  • HTTP Request Automations
    ✔ Available on all subscriptions What Create automations to send HTTP requests to a specified URL when a trigger event occurs.
  • People Filtering - Completed Tasks
    Click Show more options to access assignee filter options for teams and companies.
  • Archiving a Project
    Within Teamwork.com, you can archive projects you are no longer working on.
  • 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.
  • Salesforce Integration
    . ✔️ Available on Scale subscriptions. 1 What Connect your Teamwork.com and Salesforce accounts to automatically create new projects from Salesforce opportunities and map data between the two platforms
  • Completing a Project
    Completing tasks and milestones will not automatically complete a project so you need to mark the project itself as complete.
  • Viewing Completed Tasks Across All Projects
    To view all Completed Tasks, click the More option in the main navigation menu on the left of your site and select Everything .
  • Moving a Message
    Within Teamwork.com, you can move messages to another project on your site. Go to the Messages area of your project and select the message you wish to move.
  • Connecting Your Teamwork.com Account to SoftSync
    SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com.
  • Detaching a File from a Task
    Within Teamwork.com, you can detach files from the tasks on your projects. Go to the List area of your project and select the relevant task to open the task details view.