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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.
  • Project Filtering - Links
    Quick answer: In your project's links area, click the filters button in the top right to open the advanced filters pane. Filter links by keyword , who created them , date added , or tags .
  • 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.
  • 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.
  • 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.
  • Company Timesheet
    Monitor billable and non-billable work across people, projects, and companies. Filter and export timesheet data for reporting and operational review.
  • AI Teammates Overview
    Who Site owners and admins enable AI Teammates and assign access to users. Assigned users access teammates based on existing permissions.
  • 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.
  • 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.
  • Managing Linked Files
    Linked files can be viewed and managed via the Files area of your project.
  • 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.
  • Assign Tasks to Roles
    Role assignment is rolling out progressively and may not appear in all views initially.
  • Enabling the Harvest Integration on Your Site
    Quick answer: To connect Harvest to Teamwork.com, an owner company site administrator clicks their profile avatar, selects Apps and integrations , scrolls to Harvest and clicks Enable .
  • 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.
  • Connecting Your Teamwork.com Account to SoftSync
    You'll need a SoftSync account, and webhooks need a paid plan. SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com.
  • 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.
  • Notes About Our Security Protocols
    Within Teamwork.com, we secure your information in a number of ways: Coding Guidelines and Checks We enforce strong coding guidelines.
  • Reports Overview
    What Reporting in Teamwork.com brings together project, task, time, and financial data to help you monitor delivery performance, workload, and outcomes.
  • 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.
  • Workflows Introduction
    ⏳ This feature is in early release for some Teamwork.com accounts. ✔️ Available (with limits) on Basics, Accelerate, Optimize, and Enterprise plans. * See the "Workflows feature access" section below for
  • Setting a Default User for Items Created via Email
    Quick answer: Click your profile icon, select Settings , go to the Email tab, and click Choose Default User under Default User Posting via Email .
  • Receiving Email Notifications for Task Updates
    Quick answer: When editing a task, check Notify by Email below the assignee field in the Task details tab to email assigned users about your changes.