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  • AI Teammates Overview
    Who Site owners and admins enable AI Teammates and assign access to users. Assigned users access teammates based on existing permissions.
  • 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.
  • 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.
  • 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.
  • 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.
  • Meet Your AI Teammates
    Each teammate focuses on a different type of work and offers jobs that help users review information, generate updates, or move work forward.
  • Reconnecting the Google Drive Integration
    Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Enabling the Xero Integration
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Connect ChatGPT to Teamwork.com through the MCP server
    What you can do with ChatGPT and Teamwork.com Identify project delays, blockers, and delivery risks. Review project activity, milestones, and workload information.
  • 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.
  • 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.
  • 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.
  • 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.