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  • Moving a Task to Another Task List
    Click and drag the task using the move icon to move the task into another list. You can also drag the task over to one of the task lists in the panel on the left side of the Table or List area.
  • Moving or Copying a Task List
    Within Teamwork.com, you can move or copy a task list to another project on your site, or make a copy of it in the current project.
  • Updating Your Working Hours
    Click your profile image in the bottom left corner of your site and choose Edit My Details from the pop-out menu. In the edit details modal, go to the Essentials tab.
  • Teamwork Chat Automations
    Who Site admins, project admins, and standard users (all in the owner company) can set up automations in Teamwork.com.
  • Invoice Status Report
    ✔️ Available on Deliver, Grow, Scale, and Enterprise subscriptions What Track and manage invoice statuses for all projects in one place. Why Save time by avoiding manual project-by-project checks.
  • Generating a Project Report
    Note: The project report is only accessible to project members with permission to view tasks and milestones. Collaborators cannot access the project report.
  • 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.
  • Completing a Project
    Completing tasks and milestones will not automatically complete a project so you need to mark the project itself as complete.
  • Exporting a Project List by Category
    Within Teamwork.com, you can export basic information for the projects created on your site.
  • Profile Filtering - Events
    Go to the People section of your site and select the relevant user to view their profile. While viewing their profile, go to the Events tab.
  • Enabling the Xero Integration
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Viewing Who was Notified of a Message
    Within Teamwork.com, you can view who was notified of messages on your project. In a message thread, you can see how many people were notified of the original message or reply.
  • Using the Float Integration
    The Float integration allows you to import your projects and people and get a visual representation of your team's day-to-day workload in a resource management calendar view.
  • 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.
  • Filtering - An Overview
    Within Teamwork.com, you can use filters across various areas of your site, such as projects, tasks, and time logs.
  • Integration Partner System Requirements
    Within Teamwork.com, we have a public API allowing developers and partners to build integrations with our product suite.
  • Change Your Theme (Light or Dark Mode)
    📋 Available on all plans. What Change the appearance of Teamwork.com by selecting a light or dark theme for your personal view. Why Reduce glare and eye strain in low-light environments.
  • SoftSync Synchronization Setup
    SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com.
  • People Filtering - Completed Tasks
    Click Show more options to access assignee filter options for teams and companies.
  • Teamwork.com API - Postman Collections
    Once Postman is installed, collections are imported, and environments are configured, calls can be made to GET, PUT, POST, PATCH and DELETE from Teamwork.com.
  • Pinning a Task List Open
    Within Teamwork.com, you can pin task lists so they remain open on your project.
  • 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.
  • Downloading a Message
    Go to the Messages area of your project and select the relevant message by clicking the message title.
  • Budget Insights Report
    ⏳ The budget insights report is in early release for Grow and Scale plans. Also available on legacy Premium and Enterprise plans.
  • 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.