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  • Enabling the Easy Insight Integration
    Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards.
  • Viewing Your Projects
    If you hover over a point in the graph, you will see a total count of activity for that day.
  • Downloading the Teamwork.com Mobile App
    Within Teamwork.com, you can use the mobile apps for iOS and Android to interact with your projects on your mobile device.
  • 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.
  • Deleting a Project
    Note: Only site administrators and users with permission to add projects can delete projects from your site.
  • Moving a Message
    Go to the Messages area of your project and select the message you wish to move.
  • 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.
  • 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.
  • Detaching a File from a Task
    Go to the List area of your project and select the relevant task to open the task details view. You will see a list of the attached files below the task and an option to Manage Task Attachments .
  • Converting Tasks to Subtasks
    Within Teamwork.com, you can convert tasks into subtasks of other tasks in your project. Subtasks allow you to break your workload down into smaller pieces of work grouped under a parent task.
  • Project Filtering - Messages
    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.
  • Project Filtering - Links
    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.
  • 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
  • Filtering - An Overview
    Within Teamwork.com, you can use filters across various areas of your site, such as projects, tasks, and time logs.
  • 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.
  • Switching Quickly Between Projects
    Selecting the Jump To option in the main navigation menu will open a slide out menu with quick access options for your projects. The menu groups your projects into Recent , Starred , and All tabs.
  • Archiving Messages
    Go to the Messages area of your project and select the relevant message to view it.
  • Receiving Email Notifications for Task Updates
    When editing a task, check the Notify by Email option below the assignee field in the Task details tab.
  • Disabling Status Update Emails
    Click your profile avatar in the bottom left of your site and select Edit my details from the pop-out menu. Go to the Preferences tab of the user details modal.
  • Quickly Assigning Tasks to a Person, Team, or Company
    When creating a new task, enter the @ symbol in the What needs to be done field and start typing the user, team or company name to search for results.
  • Changing Dates of Tasks with Dependencies
    Within Teamwork.com, you can change the dates of dependent tasks and subtasks automatically when changing the dates on the predecessor task.
  • Enabling the Harvest Integration on a Project
    Go to the Settings area of a project and select the Integrations subsection. In the section for Harvest Time Tracking, toggle on the switch on the right to enable the integration.
  • Integration Partner System Requirements
    Within Teamwork.com, we have a public API allowing developers and partners to build integrations with our product suite.
  • Everything Section - All Options
    Within Teamwork.com, you can view activity and items across all your projects in the Everything section of your site.
  • Enterprise Sandbox Account
    Create an isolated and secure learning environment for your team. When your Sandbox account is created, only the site owner will be copied automatically.