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  • Copying an Archived Project
    In the projects List view, click the project status field and select Archived from the dropdown menu. Hover over the relevant project and click the options button (three dots) on the right.
  • Project Filtering - Task List Level
    Within Teamwork.com, you can filter the tasks in existing task lists in your project. Go to the List area of your project and select a task list from the left navigation pane.
  • Using the Planned vs Actual Tasks Report
    Click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu. 
  • Using the Planned vs Actual Milestones Report
    Click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu. 
  • Connecting Your Teamwork.com Account to Zapier
    Zapier allows you to integrate a range of different web applications by performing actions in one app when a specific event occurs in another.
  • Removing the Legacy Teamwork.com Sentry Integration
    Sentry is an application monitoring platform which helps developers diagnose, fix, and optimize code performance.
  • Working with the Notebooks Editor (Beta)
    Within Teamwork.com, you can use the enhanced notebooks editor to update and customize the contents of your notebooks.
  • Resetting a User's Password via Invites
    Click the More option from the main navigation and select People from the dropdown menu. In the people area, select the People tab from the horizontal menu.
  • Enabling Teamwork Chat for Your Site
    Select your profile icon in the bottom left of your site and select Apps and Integrations from the menu. Note: Only owner company site administrators can access the site settings.
  • Profitability Report
    Who Owner company site administrators can access the profitability report and view project and profitability data for the site's projects and people.
  • My Projects Filtering
    In the Home area, select the My projects tab from the horizontal navigation menu. Click the filters button in the top right to open the filters pane.
  • My Calendar
    Time blocks are time-based and cannot be created in the all-day panel. Time blocks must be associated with a project. They can (optionally) be associated with a specific task in that project.
  • Deleting a User from Your Site
    Impact of deleting a user When a user is deleted, they will remain in the Deleted People trash can for 30 days.
  • Setting Cross Project Dependencies
    Within Teamwork.com, you can make a task in one project dependent on a task in a different project.
  • Working with the Task Details View
    In any area of your site displaying tasks in a list view, click the task title to open it. Alternatively, hover over the task title and click v on your keyboard.
  • Use AI Teammates
    What Use AI Teammates in Teamwork.com to run jobs, review outputs in Updates, and track job history in Activity.
  • Updating Your Status via Email
    To view Statuses, click the More option from the main navigation and select People from the dropdown menu. From the People area, choose the Statuses tab.
  • Saving Filters
    Once you have some filter parameters applied to an area, click the Save Filter option in the active filter banner at the top of the page.
  • Editing Tasks via the Tasks Breakdown View
    Within Teamwork.com, you can edit tasks via the tasks breakdown panel in the Dashboard section of your project. Go to the Dashboard area of your project and select the Summary subsection.
  • Expense Summary Report
    ✔️ Available on Deliver, Grow, Scale, and Enterprise subscriptions What Track expenses for all projects in one place. Why Save time by avoiding manual, project-by-project checks.
  • Resolve Budget Conflicts
    Who Site admins (in the owner company) can manage budgets on all projects. Site admins (in external companies) can manage budgets on projects they're a member of.
  • View Tracked Time
    The logged time details (and how you view them) differ between List and Table view. We'll take you through the options for both in the steps below.
  • Site
    Within Teamwork.com, your site contains all of your projects, project items, and people. It is accessed through your site address, usually in the form of yourcompany.teamwork.com.
  • Deleting a Notebook
    Note: Only project administrators and site administrators can delete notebooks. To delete a notebook, navigate to the Notebooks section of your project.
  • Project Notification Settings
    Within Teamwork.com, you can choose the default notification settings for each project in the project's notifications settings.