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  • 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.
  • 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. Note: You will need to sign up to SoftSync to use the integration.
  • 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.
  • Site-wide User Rates
    Who Site owners and site admins in the owner company can set and manage all site-wide billable and cost rates.
  • 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.
  • Sharing an Unsaved Filter at Project Level
    You can share filters for most aspects of your project such as tasks, milestones, messages, files, time, notebooks, risks, links and comments.
  • Using the Notification Bell
    Click the bell icon to open the notifications list in a slide out panel. Notifications are be grouped by date, ordered by most recently received first.
  • 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.
  • 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.
  • Moving Projects Between Sites
    Note: You can only copy/move projects between linked sites if you are a site administrator in both sites.
  • 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.
  • Sharing a Saved Filter at Site Level
    Site-level filtering areas  The associated filter options will vary depending on the area and item type you are filtering.
  • Setting Default Projects for New Users
    Click on your profile icon in the bottom left corner of your site, and select Settings from the pop-out menu. Note: Only a site owner or site admin can access the site settings above.
  • Exporting an Invoice to a Xero File
    Xero is a cloud-based accounting software platform that enables you to track your finances, manage invoices, and reconcile accounts.
  • Change Your Theme (Light or Dark Mode)
    Why Reduce glare and eye strain in low-light environments. Match the interface to your personal preference or system theme. Switch between light and dark themes at any time.
  • Company - Projects Filtering
    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.
  • Company Timesheet
    Monitor billable and non-billable work across people, projects, and companies. Filter and export timesheet data for reporting and operational review.
  • Proof Notifications
    ✔ Available (with limits ) on all per-user based subscriptions What Email and/or in-app notifications to keep everyone in the loop during the proofing process as proofs move from creation to review to
  • AI Teammates Overview
    Who Site owners and admins enable AI Teammates and assign access to users. Assigned users access teammates based on existing permissions.
  • Gantt Chart
    Within Teamwork.com, you can view a project's tasks and milestones in a Gantt-style view. A Gantt chart is a visual representation of the overall project timeline.