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  • 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.
  • Enabling Box.com on Your Site
    Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Setting a Default User for Items Created via Email
    These emails will then be shown in your site as having been created by that default user.
  • 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.
  • Cancel or Delete Your Account
    Who Site admins (in the owner company) can purchase and manage subscriptions. What Cancel your Teamwork.com subscription or delete your account.
  • 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 Deliver, Grow, and Scale subscriptions. 1 See the "Workflows feature access" section below for more information
  • Moving or Copying Files
    Go to the Files area of your project and hover over the relevant file to reveal the additional file options.
  • Project Filtering - Notebooks
    Click the filters button in the top right to open the advanced filters pane. Keyword You can use this to filter your results down to the search term entered.
  • Manage AI Teammates
    Who Site owners and admins enable AI Teammates and assign access to users. Assigned users access teammates based on existing permissions.
  • 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.
  • Generating a Project Report
    Within Teamwork.com, you can generate a project report to get an overview of all items in your project.
  • Profile Filtering - Events
    Within Teamwork.com, you can filter the Events section in the user profile view. Go to the People section of your site and select the relevant user to view their profile.