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  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Project Profitability
    Who Site admins (in the owner company) can view any project's profitability. Site admins (in external clients/companies) can view profitability on projects they're a member of.
  • 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.
  • 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.
  • Working with the Reports Gallery
    To access the reports gallery, click the More option in the main navigation menu and select Reports from the dropdown menu.
  • 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. 
  • Logging Time to Harvest
    Within Teamwork.com, you can use the Harvest integration to track time on your projects and log the time entries to Harvest.
  • Setting Privacy on Tasks
    Click the filters button on the right for additional options on who should be selectable in the People and Teams tabs.
  • Managing Forwarded Messages
    To update this, click your profile avatar in the bottom left of your site and select Settings from the pop-out menu.
  • Project Notification Settings
    Within Teamwork.com, you can choose the default notification settings for each project in the project's notifications settings.
  • Tag Options
    Within Teamwork.com, you can perform various actions in managing the tags you have added to your site.
  • 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.
  • Link Multiple Teamwork.com Accounts
    Within Teamwork.com, you can link your accounts from multiple sites you're a member of and switch easily between them. Before you start Sites must be hosted in the same region in order to be linked.