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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.
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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.
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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.
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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.
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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.
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Everything - Links Filtering
To view Links across all Projects, click the More option in the main navigation menu on the left of your site and select Everything .
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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.
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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.
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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.
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Site-wide User Rates
Click People in Teamwork.com's navigation menu. Scroll to the relevant user.
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Moving Projects Between Sites
Note: You can only copy/move projects between linked sites if you are a site administrator in both sites.
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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.
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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.
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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.
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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.
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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.
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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.
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Generating an Activity Report for Your Projects
Note: Standard users and above in the owner company can generate an activity report. External company users need to be a site administrator to be able to generate it.
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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.
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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
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Impersonate a User
Who Site owners and site admins (in the owner company) can impersonate individual users from any company (client). ⚠️ You cannot impersonate another site administrator (from any company).
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Setting Privacy on Messages
In the privacy modal, you can switch between people and teams. Privacy can be set to individual project members, entire companies, or teams.
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Viewing Your Recent Items
Recent items can be accessed via the main search in the top left of your site. When you click the search option, the search field opens in a slide out panel listing your recent activity.
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Changing Your Password
Click your profile image in the bottom left of your site and choose Edit My Details from the menu. Go to the Account tab and toggle on the Change Password option.
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Disabling Teamwork.com Branding
✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, it is possible to hide Teamwork.com branding for certain areas of your site.