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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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Setting Default Projects for New Users
When you choose to set a default project, any new users will be added to that project based on the conditions you set which are covered below.
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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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Change Your Theme (Light or Dark Mode)
📋 Available on all plans. What Change the appearance of Teamwork.com by selecting a light or dark theme for your personal view. Why Reduce glare and eye strain in low-light environments.
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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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Custom Report Chart Data Options
Why Confirm what can be charted for each report type when options vary based on enabled features and configuration. Who Anyone building or troubleshooting custom report charts.
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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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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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Teamwork Chat Automations
Who Site admins, project admins, and standard users (all in the owner company) can set up automations in Teamwork.com.
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Invoice Status Report
What Track and manage invoice statuses for all projects in one place. Why Save time by avoiding manual project-by-project checks. Get a clear overview of both open and paid invoices.
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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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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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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.
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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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Working with Dashboard Metrics Panels
Within Teamwork.com, you can select different metrics panels to populate your dashboards, based on various project items.
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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.