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  • Viewing Your Teamwork.com Success Planner
    Within Teamwork.com, you can use the Success Planner to explore how your team is making use of features and functionality on your site.
  • 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.
  • Everything - All Completed Tasks 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 Completed Tasks subsection.
  • Project Filtering - Tasks List View
    Clicking Show more options will expand the filter and allow you to filter to tasks assigned to teams or companies and their individual members.
  • 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.
  • Enabling Teamwork Desk for Your Site
    Within Teamwork.com, you can integrate your site with Teamwork Desk to allow you and your team to handle customer queries.
  • Tag Options
    Within Teamwork.com, you can perform various actions in managing the tags you have added to your site.
  • Generating Task List Reports
    Click the options button (three dots) in the top right and hover over Reports in the dropdown menu. From the pop-out menu, select the Task Lists Report option.
  • Sorting Task Lists
    Within Teamwork.com, you can choose how task lists are ordered in the List area of a project. Click the options button (three dots) in the top right and hover over the Reorder Task Lists option.
  • Using Tasks Breakdown Panels
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can and tasks breakdown panels to your custom dashboards.
  • People Filtering - Projects
    Go to the People section of your site and select the relevant user to view their profile. While viewing their profile, go to the Projects tab.
  • Bulk Editing Tasks via the Tasks Breakdown View
    Within Teamwork.com, you can bulk edit tasks via the tasks breakdown panel in your project's Dashboard. Go to the Dashboard area of your project and select the Summary subsection.
  • Profile Filtering - Events
    Within Teamwork.com, you can filter the Events section in the user profile view. Go to the People section of your site and select the relevant user to view their profile.
  • Everything - Notebooks Filtering
    To view all Notebooks, click the More option in the main navigation menu on the left of your site and select Everything . In the Everything area, select the Notebooks tab from the horizontal menu. 
  • Sharing File Links
    If you share this URL, it will only be accessible to anyone who has a login for your site and has permissions to view the file.
  • 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.
  • 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.
  • Completing a Project
    Within Teamwork.com, you can mark any of your projects as complete in the project's settings.
  • Sharing a Saved Filter at Project Level
    Sharing a saved filter Click the filters button in the top right of the area you are currently viewing to open the advanced filters pane. In the filters pane, go to the Saved Filters tab.
  • Working with the Companies View
    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 from the horizontal navigation menu.
  • Everything - Files Filtering
    To view all Files, click the More option in the main navigation menu on the left of your site and select Everything . In the Everything area, select the Files tab from the horizontal menu.
  • Setting Cross Project Dependencies
    Within Teamwork.com, you can make a task in one project dependent on a task in a different project.
  • Updating the From Address Format for Email Notifications
    To update the address format, click your profile icon in the bottom left corner of your site and select Settings from the pop-out menu.
  • Locking a Notebook
    Hover over the notebook you want to edit, and you will see the Edit Notebook option. When the notebook is open, you will have an option to lock the notebook, in the top right corner.