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Filtering - An Overview
Within Teamwork.com, you can use filters across various areas of your site, such as projects, tasks, and time logs.
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Integration Partner System Requirements
Within Teamwork.com, we have a public API allowing developers and partners to build integrations with our product suite.
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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.
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People Filtering - Completed Tasks
Click Show more options to access assignee filter options for teams and companies.
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Pinning a Task List Open
Within Teamwork.com, you can pin task lists so they remain open on your project.
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Working with the Companies View
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 from the horizontal navigation menu.
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Downloading a Message
Go to the Messages area of your project and select the relevant message by clicking the message title.
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Budget Insights Report
⏳ The budget insights report is in early release for Grow and Scale plans. Also available on legacy Premium and Enterprise plans.
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Downloading the Teamwork.com Mobile App
Within Teamwork.com, you can use the mobile apps for iOS and Android to interact with your projects on your mobile device.
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Saving Filters
Note: Saved filters are available on paid Teamwork.com subscriptions.
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Installing the TaskReviewer Chrome Extension
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.
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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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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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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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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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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 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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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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Site-wide User Rates
📋 Rates are available (with limits) on all plans. See the Rates feature access table for more information.