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  • 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.
  • Everything - Messages Filtering
    To view All Messages, click the More option in the main navigation menu on the left of your site and select Everything . In the Everything area, select the Messages tab from the horizontal menu. 
  • 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.
  • 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.
  • 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.
  • 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.
  • Exporting a Project List by Category
    Project name Company name Category Owner Latest update Portfolio board Portfolio board column Description Start date End date Date created Last updated Project health Custom fields Note: Project health and
  • Bulk Editing Tasks via the Tasks Breakdown View
    Within Teamwork.com, you can bulk edit tasks via the tasks breakdown panel in your project's Dashboard. Go to the Dashboard area of your project and select the Summary subsection.
  • 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.
  • Project Filtering - Files
    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.
  • Subscribing to a Webinar
    Click the Help icon in the bottom left corner of your site and select Support Center from the menu. In the support center, go to the Webinars tab.
  • Manage Project Email Notifications
    Within Teamwork.com, you can disable emails individually for each person so that they cannot be selected in the notification options.
  • Reducing Project Email Notifications
    Click your profile avatar in the bottom left of your site and select Edit my details from the pop-out menu.
  • Project Budgets Introduction
    Who Site admins (in the owner company) can create, view, and manage all budget types on all projects.
  • Notebook Versioning
    Click the Versions button in the top right and select the version you wish to view. In the versions dropdown, you can use the checkboxes to select two versions and click Compare .
  • Time Tracking Introduction
    Site admins (in external clients/companies) can log time for themselves or other users, and manage any user's time logs on projects they're a member of.
  • People Filtering - Completed 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 Completed tab.
  • 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.
  • Enabling the Ybug Integration
    Ybug is a visual feedback and bug reporting tool you can use with your website to track issues. Within Ybug, you can connect your Teamwork.com account using your API token.
  • Gantt Chart Settings
    Within Teamwork.com, you can change how the Gantt Chart looks and functions. To view settings, click Settings to the top of the page to view the various options in the pop out window.
  • Filtering Tasks by Desk Ticket
    You will see the Desk ticket option near the bottom of the filters pane in the following areas: Everything > Active Tasks Everything > Completed Tasks Project > List and Board view User Profile > Tasks