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  • Cancel or Delete Your Account
    Who Site admins (in the owner company) can purchase and manage subscriptions.
  • Splitting a Reply into a New Message
    Click the options down arrow to the right of the message reply and choose Split Message from the dropdown menu. In the split message modal, you can add a subject for the new message.
  • SoftSync Synchronization Setup
    SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com.
  • Viewing Who was Notified of a Message
    Within Teamwork.com, you can view who was notified of messages on your project. In a message thread, you can see how many people were notified of the original message or reply.
  • Quickly Viewing All of Your Tasks
    Click your profile avatar in the bottom left of your site and select My Tasks from the the pop-out menu. At the top of the Tasks section, you will see a subsection for your personal tasks .
  • Adding a Message to the Dashboards Area
    Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
  • Working with the Notebooks Editor
    Font size: Using the font size dropdown, you can increase and decrease the size of your text. Font color: Choose from the default color options or select a custom color via the color palette.
  • 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.
  • Changing the Address (URL) of Your Teamwork.com Site
    When you initially set up your site, your site URL will usually take the format: yourcompany.teamwork.com Click your profile avatar in the bottom left of your site and choose Settings from the pop-out
  • Teamwork.com API - Postman Collections
    Once Postman is installed, collections are imported, and environments are configured, calls can be made to GET, PUT, POST, PATCH and DELETE from Teamwork.com.
  • Managing the Privacy of Events in the Calendar
    Within Teamwork.com, you can choose who can see events in the calendar by setting privacy on them. When adding or editing a calendar event, select the Privacy tab.
  • Downloading a Copy of a Notebook
    Go to the Notebooks area of your project and select the notebook you want to download. In the notebook details view, click the Versions button in the top right and select the relevant version.
  • Using the Sentry Integration
    Sentry is an application monitoring platform which helps developers diagnose, fix, and optimize code performance.
  • Locking a File in a Project
    Go to the Files area of the relevant project and locate the relevant file. Click the dropdown arrow to the right of the file you wish to lock and select the Lock option.
  • Enabling Teamwork Desk for Your Site
    Within Teamwork.com, you can integrate your site with Teamwork Desk to allow you and your team to handle customer queries.
  • Managing Tasks in the Calendar
    You can access the Calendar via the More option from the main navigation and selecting Calendar from the pop-out menu.
  • Deleting a Company
    Note: Only site administrators and users with permission to manage people & companies can delete a company. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Reassigning Tasks When Removing a User from a Project
    Go to the People area of your project and select the People subsection.
  • Deleting a Notebook
    Note: Only project administrators and site administrators can delete notebooks. To delete a notebook, navigate to the Notebooks section of your project.
  • Using the Userback Integration
    Userback enables you to collect real time user feedback directly from your websites or web apps with screenshots and instant notifications.
  • Enabling the LambdaTest Integration
    LambdaTest is a cross-browser testing cloud that enables you to run automated and live interactive testing across multiple browsers and operating systems.
  • Downgrading a User to a Contact
    Note: Contacts contain reference information and cannot log in to your site. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Downgrading a Standard User to a Collaborator
    Click the More option in the main navigation menu and select People from the pop-out menu. In the People tab, click the name of the relevant user to view their profile.
  • Sorting Task Lists
    Click the options button (three dots) in the top right and hover over the Reorder Task Lists option. Select a sort preference from the additional pop-out menu.
  • Removing the Legacy Teamwork.com Sentry Integration
    Sentry is an application monitoring platform which helps developers diagnose, fix, and optimize code performance.