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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.
  • 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
    ✔ 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.
  • 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.
  • 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.
  • Project Rates
    Before you start Deleted users with previous time logs remain visible in the associated project's Rates tab. This preserves historical and financial accuracy.
  • 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.
  • Budget Insights Report
    ⏳ The budget insights report is in early release for Grow and Scale plans. Also available on legacy Premium and Enterprise plans.
  • 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.
  • 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.
  • Quotes Overview
    Why Help clarify scope, pricing, and expectations early so that planning, budgeting, and delivery are more predictable. Standardize quoting across repeatable services and project types.
  • 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.
  • Detaching a File from a Task
    Go to the List area of your project and select the relevant task to open the task details view. You will see a list of the attached files below the task and an option to Manage Task Attachments .
  • Enabling the Google Team Drive Integration
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Google Team Drives are shared file storage spaces that enable you and your team to store and share files.
  • Time Reminders
    Collaborators and client users do not receive time reminders. Create an automated time reminder Try in-app Create a daily or weekly time reminder for your site (aka for all standard users).
  • Moving a Message
    Go to the Messages area of your project and select the message you wish to move.
  • Enabling the Harvest Integration on a Project
    Go to the Settings area of a project and select the Integrations subsection. In the section for Harvest Time Tracking, toggle on the switch on the right to enable the integration.
  • Converting Tasks to Subtasks
    Within Teamwork.com, you can convert tasks into subtasks of other tasks in your project. Subtasks allow you to break your workload down into smaller pieces of work grouped under a parent task.