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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 .
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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
  • 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.
  • 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).
  • 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.
  • 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.
  • 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.
  • 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.
  • Sorting Task Lists
    Within Teamwork.com, you can choose how task lists are ordered in the List area of a project. Click the options button (three dots) in the top right and hover over the Reorder Task Lists option.
  • Managing Linked Files
    Linked files can be viewed and managed via the Files area of your project.
  • Previewing Uploaded Videos
    Within Teamwork.com, you can preview uploaded/attached video files directly in your site. For supported video files, you will see a play button to the right of the file.
  • Enabling Box.com on Your Site
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.
  • People Filtering - Tasks
    Go to the People section of your site and select the relevant user to view their profile. While viewing their profile, go to the Tasks tab.
  • Sharing a Saved Filter at Project Level
    Sharing a saved filter Click the filters button in the top right of the area you are currently viewing to open the advanced filters pane. In the filters pane, go to the Saved Filters tab.