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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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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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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 Rates
📋 Rates are available (with limits) on all plans. See the Rates feature access table for more information. What Project rates let you override a user’s default billable rate for a specific project.
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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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Use a Custom Domain for Your Site
✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can set up a custom domain (URL) for your team to access your site.
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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.
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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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Expense Summary Report
✔️ Available on Deliver, Grow, Scale, and Enterprise subscriptions What Track expenses for all projects in one place. Why Save time by avoiding manual, project-by-project checks.
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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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Viewing Messages Across All Projects
Within Teamwork.com, you can view all messages that have been sent and received across all of your projects in the site-level Everything area.
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User Rates Introduction
📋 Rates are available (with limits) on all plans. See Feature access below for more information. What Rates control how time is billed to clients and how internal labour cost is calculated.
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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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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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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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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.
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Editing the Name of a Project
Note: Only project administrators and above have permission to update the name of a project.
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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.
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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.
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Creating Task Dependencies in the Gantt Chart
Click and drag this to the task you want to create the dependency with. You will see an arrow created, linking the two tasks.
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Generating a MySQL Backup of Your Content
Click your profile avatar in the bottom left of your site and select Settings from the pop-out menu. In the Settings area, go to the Export tab.