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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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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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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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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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Bulk Edit Tasks Across Projects
📋 Available on all Teamwork.com plans. Feature overview What Bulk edit in the Everything area lets you update multiple active tasks across projects at the same time from the Tasks view.
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Moving a Message
Within Teamwork.com, you can move messages to another project on your site. Go to the Messages area of your project and select the message you wish to move.
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Viewing Your Starred Projects
Projects list view Select the Projects option in the main navigation menu on the left of your site and go to the List subsection.
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Project Filtering - Files
Hide external files which may be located on a linked Google Drive or Dropbox account. Only show files that have been locked.
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Uploading Files Directly to Your Integrated Storage Apps
Within Teamwork.com, you can upload files directly to your integrated storage apps such as Dropbox and Google Drive.
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Budget Insights Report
Why See budget performance across clients and projects. Understand which budgets are active, ended, or upcoming based on your selected date range. Identify time that wasn’t logged against any budget.
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Editing a Notebook (Beta)
Editing the content of a notebook When viewing the list of existing notebooks on your project, click the relevant notebook's name to view it, then click the Edit button in the top right.
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Completing a Task List
The task list will be moved to the Completed Task Lists section of the Task Lists panel on the left of both List and Table view.
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Connecting Your Teamwork.com Account to SoftSync
SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com. Note: You will need to sign up to SoftSync to use the integration.
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Filtering Tasks by Desk Ticket
Within Teamwork.com, you can filter the tasks on your project to only show tasks associated with a Teamwork Desk ticket .
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Enabling the Google Sign In Integration
Click your profile avatar in the bottom left of your site and select Apps and integrations from the pop-out menu.
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Project Filtering - Tasks List View
Search for and select a project . Switch to the project's List view. Use the quick search field in the view's top right to filter the tasks based on assignee or task name.
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Using the Workload Planner
What Use the Workload Planner to view and manage each user's capacity based on working hours and unavailable time. Why View a timeline of users' workload compared to available capacity.
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Using Filters in Reports
To access the Reports area, click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu.
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Sorting Files by Date
Within Teamwork.com, you can sort files by date at individual project level and in the site-level Everything area.
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Sorting Tasks Within a Task List
Hover over the Reorder Tasks By option in the dropdown and select your sorting preference.
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Viewing Milestone Change History
In the individual milestone view, click the three dots in the top right and choose View History from the dropdown menu.
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Adding a Project Logo
Go to the Settings area of your project and select the General subsection. Scroll to the bottom of the general settings to the Project Logo section.
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Connecting Teamwork.com to Userback
Userback enables you to collect real time user feedback directly from your websites or web apps with screenshots and instant notifications.
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Editing or Deleting Messages
Within Teamwork.com, you can edit or delete messages and individual replies on your projects. When viewing a list of messages, click the three dots to the right and select Delete from the dropdown.
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Starting a Conversation with Another User
Click the More option in the main navigation menu and select People from the pop-out menu.