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Resource Scheduling Overview (Legacy)
. ✔ Schedule is available on Grow and Scale subscriptions 1 ✔ The People view is available on Scale subscriptions 1 Within Teamwork.com, you can utilize the Schedule area to plan and manage user resources
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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.
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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.
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Using Tasks Breakdown Panels
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can and tasks breakdown panels to your custom dashboards.
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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.
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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.
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Reacting to Project Items
Within Teamwork.com, you can react to project items such as comments, messages, files and project updates.
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Project Filtering - Comments
Click the filters button in the top right to open the advanced filters pane.
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Google Drive File Access Options
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
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Working with Notebooks Containing Sensitive Content
Marking a notebook as having sensitive content will stop the notebook information being included in related emails sent to users.
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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.
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Skipping Weekends Within the Gantt Chart
Within Teamwork.com, you can choose to skip weekends in the Gantt Chart so that start and due dates do not land on weekends.
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Choosing a Project Owner
Dashboard Go to the Dashboard area of your project and open the project details pane on the left. Note: Only project administrators and site administrators can set and update the project owner.
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Working with Dashboard Metrics Panels
In the Home area, select the Dashboards tab from the horizontal navigation menu. Note: The Dashboards section is not available to collaborators .
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Personal Inbox Items
Within Teamwork.com, you will receive alerts in your personal inbox based on certain actions and updates initiated by other users on your site.
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Filter the Calendar
Display your tasks and milestones for a holistic view of your week. Who Site admins , standard users , and client users .
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Managing Forwarded Emails
When enabled, Teamwork.com will: Try and detect if the message was forwarded Looks for signals in the subject such as FW, FWD etc Try and parse out the original message and discard any preceeding text
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Disabling Direct File Uploads on Your Site
✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can prevent your users from uploading files directly to the projects on your site.
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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 Links on a Project
Within Teamwork.com, you can copy, move, and export links on your projects. To manage links on a project, open the project and go to the Links tab.
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Viewing Who was Notified of a Message
In a message thread, you can see how many people were notified of the original message or reply.
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Filtering - An Overview
Within Teamwork.com, you can use filters across various areas of your site, such as projects, tasks, and time logs.
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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.
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Completed Projects
Within Teamwork.com, you can view a list of all of your completed projects in the main Projects area.
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Downloading a Message
Go to the Messages area of your project and select the relevant message by clicking the message title.