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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 .
  • Project Filtering - Comments
    Click the filters button in the top right to open the advanced filters pane.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Filter the Calendar
    Display your tasks and milestones for a holistic view of your week. Who Site admins , standard users , and client users .
  • 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
  • Disabling Direct File Uploads on Your Site
    This setting is applied to all users on your site, up to and including site administrators and site owner.
  • 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.
  • 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.
  • Project Rates
    Things to know Deleted users with previous time logs remain visible in the associated project’s Rates tab. This preserves historical and financial accuracy.
  • Project Profitability
    Standard users and client users require project budget and profitability permissions.
  • 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.
  • Filtering - An Overview
    Within Teamwork.com, you can use filters across various areas of your site, such as projects, tasks, and time logs.
  • 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.
  • Completed Projects
    Within Teamwork.com, you can view a list of all of your completed projects in the main Projects area.
  • Downloading a Message
    Go to the Messages area of your project and select the relevant message by clicking the message title.
  • Role Rates
    Who Site admins can create roles and manage role billable rates. Project admins can select role rates from the rate type picker on projects.
  • 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.
  • Viewing Your Projects
    If you hover over a point in the graph, you will see a total count of activity for that day.
  • 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.
  • Viewing a Project's Linked Spaces
    Clicking the space name will open that space in a new browser tab. Note: It is possible to link a project to multiple spaces.