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  • Using the Workload Planner
    📋 Available on Grow and Scale plans. Also available on legacy Premium and Enterprise plans.
  • Quotes Overview
    📋 Available on Scale and legacy Enterprise plans. 🧭 Some quotes features shown here are being rolled out gradually. Availability may vary by plan or site configuration.
  • Quickly Assigning Tasks to a Person, Team, or Company
    Within Teamwork.com, you can quickly assign a task to a user, team, or company on your project.
  • Customizing Project Summary Settings
    Go to the Dashboard area of your project and select the Summary subsection. Click the settings cog icon in the top right to open the summary settings.
  • Moving Projects Between Sites
    Select the Projects option from the main navigation menu on the left of your site and go to the List subsection.
  • Using the TaskReviewer Integration
    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.
  • Switching Quickly Between Projects
    The menu groups your projects into Recent , Starred , and All tabs. Clicking an individual project name will bring you to directly to the landing page for that project.
  • 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.
  • Impersonate a User
    ✔️ Available on all subscriptions. What Impersonate a user to see how they experience your site. Why See a user's current feature and project access.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Integration Partner System Requirements
    Within Teamwork.com, we have a public API allowing developers and partners to build integrations with our product suite.