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Disabling Status Update Emails
Click your profile avatar in the bottom left of your site and select Edit my details from the pop-out menu. Go to the Preferences tab of the user details modal.
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Supported Browsers to Use with Teamwork.com
To ensure the best browsing experience and security of your data, we have removed support for those legacy browsers. You can read more about this issue on Microsoft.com .
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Locating Your API Key
Within Teamwork.com, you can use your API Key to log in as an alternative to your username and password.
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Exporting Users to Excel
Click the More option in the main navigation menu and select People from the pop-out menu.
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Renaming a File
Within Teamwork.com, you can rename existing files on your projects. In the Files area of your project, hover over a file to reveal the additional file options.
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Detaching a File from a Task
Within Teamwork.com, you can detach files from the tasks on your projects. Go to the List area of your project and select the relevant task to open the task details view.
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Working with Teamwork CRM
In the project details pane on the left of the Dashboard, you will see a note that the project was created from Teamwork CRM.
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Viewing a User's Upcoming Events
To view the People area, click the More option in the main navigation menu on the left of your site and select People . In the People area, select the People tab from the horizontal menu to view.
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Archiving a Project
Within Teamwork.com, you can archive projects you are no longer working on.
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Moving or Copying Files
Within Teamwork.com, you can move or copy a file from one project to another or create a new copy of the file on the same project.
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Project Filtering - Notebooks
Created By Filter based on who created the notebook. One or more users can be chosen. You also have the option here to include items from deleted users.
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Viewing Your Shared Dashboards
✔ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can view and manage your shared dashboards via the Home area.
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Changing the Creator of a Task
Go to the List area of your project and select the relevant task to open the task details view.
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Moving a Message
Within Teamwork.com, you can move messages to another project on your site. Go to the Messages area of your project and select the message you wish to move.
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Project Filtering - Files
Hide external files which may be located on a linked Google Drive or Dropbox account. Only show files that have been locked.
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Viewing Your Starred Projects
Projects list view Select the Projects option in the main navigation menu on the left of your site and go to the List subsection.
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Editing a Notebook (Beta)
Editing the content of a notebook When viewing the list of existing notebooks on your project, click the relevant notebook's name to view it, then click the Edit button in the top right.
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Completing a Task List
The task list will be moved to the Completed Task Lists section of the Task Lists panel on the left of both List and Table view.
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Use a Custom Domain for Your Site
✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can set up a custom domain (URL) for your team to access your site.
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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.
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Filtering Tasks by Desk Ticket
Within Teamwork.com, you can filter the tasks on your project to only show tasks associated with a Teamwork Desk ticket .
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Salesforce Integration
✔️ Available on Scale subscriptions. 1 What Connect your Teamwork.com and Salesforce accounts to automatically create new projects from Salesforce opportunities and map data between the two platforms.
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Enabling the Google Sign In Integration
Click your profile avatar in the bottom left of your site and select Apps and integrations from the pop-out menu.
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Expense Summary Report
✔️ Available on Deliver, Grow, Scale, and Enterprise subscriptions What Track expenses for all projects in one place. Why Save time by avoiding manual, project-by-project checks.
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Viewing Messages Across All Projects
Within Teamwork.com, you can view all messages that have been sent and received across all of your projects in the site-level Everything area.