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  • Manage AI Teammates
    Who Site owners and admins enable AI Teammates and assign access to users. Assigned users access teammates based on existing permissions.
  • Generating a Project Report
    Within Teamwork.com, you can generate a project report to get an overview of all items in your project.
  • Exporting a Project List by Category
    Project name Company name Category Owner Latest update Portfolio board Portfolio board column Description Start date End date Date created Last updated Project health Custom fields Note: Project health and
  • Bulk Editing Tasks via the Tasks Breakdown View
    Within Teamwork.com, you can bulk edit tasks via the tasks breakdown panel in your project's Dashboard. Go to the Dashboard area of your project and select the Summary subsection.
  • Profile Filtering - Events
    Within Teamwork.com, you can filter the Events section in the user profile view. Go to the People section of your site and select the relevant user to view their profile.
  • 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.
  • Manage Project Email Notifications
    Within Teamwork.com, you can disable emails individually for each person so that they cannot be selected in the notification options.
  • Subscribing to a Webinar
    Click the Help icon in the bottom left corner of your site and select Support Center from the menu. In the support center, go to the Webinars tab.
  • 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.
  • Notebook Versioning
    Click the Versions button in the top right and select the version you wish to view. In the versions dropdown, you can use the checkboxes to select two versions and click Compare .
  • People Filtering - Completed Tasks
    Go to the People section of your site and select the relevant user to view their profile. While viewing their profile, go to the Completed tab.
  • Working with the Companies View
    Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu. In the People area, select the Companies tab from the horizontal navigation menu.
  • Enabling the Ybug Integration
    Ybug is a visual feedback and bug reporting tool you can use with your website to track issues. Within Ybug, you can connect your Teamwork.com account using your API token.
  • Gantt Chart Settings
    Within Teamwork.com, you can change how the Gantt Chart looks and functions. To view settings, click Settings to the top of the page to view the various options in the pop out window.
  • 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
  • Use AI Teammates
    What Use AI Teammates in Teamwork.com to create jobs, review outputs in Updates, and track job history in Activity. Why Run teammate jobs when you need summaries, updates, or next steps.
  • Time Tracking Introduction
    . ← Swipe to scroll Overview of how to track time on projects in Teamwork and how logged time contributes to project progress and reporting.
  • Using Tasks Breakdown Panels
    Within Teamwork.com, you can and tasks breakdown panels to your custom dashboards.
  • 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.
  • Cancel or Delete Your Account
    Who Site admins (in the owner company) can purchase and manage subscriptions. What Cancel your Teamwork.com subscription or delete your account.
  • 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.
  • Project Budgets Introduction
    Who Site admins (in the owner company) can create, view, and manage all budget types on all projects.
  • 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.
  • Reacting to Project Items
    Within Teamwork.com, you can react to project items such as comments, messages, files and project updates.