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  • Setting a Default User for Items Created via Email
    Quick answer: Click your profile icon, select Settings , go to the Email tab, and click Choose Default User under Default User Posting via Email .
  • Receiving Email Notifications for Task Updates
    Quick answer: When editing a task, check Notify by Email below the assignee field in the Task details tab to email assigned users about your changes.
  • Moving or Copying Files
    Go to the Files area of your project and hover over the relevant file to reveal the additional file options.
  • Switching Quickly Between Projects
    Quick answer: To switch between projects quickly in Teamwork.com, select Jump To next to the Projects tab in the main navigation. A menu opens with your Recent , Starred and All projects.
  • Proof Notifications
    What Email and/or in-app notifications to keep everyone in the loop during the proofing process as proofs move from creation to review to approval .
  • Changing the Creator of a Task
    Go to the List area of your project and select the relevant task to open the task details view.
  • 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.
  • 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.
  • Time Tracking Introduction
    Time shows in hours and minutes by default, and can also be shown as decimal hours. Feature overview What Track time against tasks and projects as you progress through your work.
  • 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.
  • 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.
  • Enabling Box.com on Your Site
    Quick answer: To connect Box.com to Teamwork.com, an owner company site administrator clicks their profile avatar, selects Apps and integrations , scrolls to Box.com and clicks Enable .
  • 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.
  • 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
  • Using Tasks Breakdown Panels
    Within Teamwork.com, you can and tasks breakdown panels to your custom dashboards.
  • Reacting to Project Items
    Within Teamwork.com, you can react to project items such as comments, messages, files and project updates.
  • Project Filtering - Comments
    Click the filters button in the top right to open the advanced filters pane.
  • Google Drive File Access Options
    ✔ Available on Basics, Accelerate, Optimize, and Enterprise plans * Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • Project Budgets Introduction
    Who Site admins (in the owner company) can create, view, and manage all budget types on all projects.
  • 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.
  • 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.
  • Filter the Calendar
    Display your tasks and milestones for a holistic view of your week. Who Site admins , standard users , and client users .