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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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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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Project Rates
Adjust billing on individual projects without changing global or role-based values. Who Project admins can view and edit project rates on projects they administer.
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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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Assign Tasks to Roles
📋 Roles are available on Deliver, Grow, and Scale plans. Feature overview What Assign tasks to roles so you can plan project work by function before confirming who will complete it.
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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.
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Viewing Your Recent Items
Each listed recent item includes the action taken, corresponding icon, item name, and when the item was accessed. If an item is viewed multiple times, only the most recent view activity is listed.
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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.
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Previewing Uploaded Videos
The basic fix is to ensure your video is correctly encoded in H.264 which is the most commonly used and supported HTML5 video format.
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Enabling the FreshBooks Integration for Your Site
FreshBooks is an accounting software that enables you to track invoices, expenses, and time. Within Teamwork.com, you can integrate your site with FreshBooks and FreshBooks Classic.
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Expense Summary Report
Get a clear overview of all expenses, including cost, markup, and the billable total. Ensure all expenses are billed accurately.
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Activity Filtering
Item Type You can select which project item types to include in your activity feed, such as tasks and task lists. You can also select all items to include everything.
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Customizing Your Dashboards
Within Teamwork.com, you can customize your dashboards by filtering the projects and metrics that are displayed.
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Project Filtering - Messages
Reordering filters You can also drag and drop the various filter options to change the order. Saving filters You can choose to save a filter you have created for use at a later time.
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EU Hosting
Teamwork.com offers EU hosting across our entire product suite, to both new and existing customers. EU hosting is available across all Teamwork.com products.
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Using the LambdaTest Integration
LambdaTest is a cross browser testing cloud that enables you to run automated and live interactive testing across multiple browsers and operating systems.
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Cancel or Delete Your Account
Who Site admins (in the owner company) can purchase and manage subscriptions.
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Slack Automations
Who Site admins, project admins, and standard users (all in the owner company) can set up automations. Each person who wants to use Slack automations needs to set it up to use it.