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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.
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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.
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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.
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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.
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Filter the Calendar
Display your tasks and milestones for a holistic view of your week. Who Site admins , standard users , and client users .
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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
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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.
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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.
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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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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.
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Project Profitability
Standard users and client users require project budget and profitability permissions.
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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.
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Filtering - An Overview
Within Teamwork.com, you can use filters across various areas of your site, such as projects, tasks, and time logs.
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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.
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Completed Projects
Within Teamwork.com, you can view a list of all of your completed projects in the main Projects area.
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Downloading a Message
Go to the Messages area of your project and select the relevant message by clicking the message title.
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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.
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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.
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Viewing Your Projects
If you hover over a point in the graph, you will see a total count of activity for that day.
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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.
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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.
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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 .
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Enabling the Google Team Drive Integration
Google Team Drives are shared file storage spaces that enable you and your team to store and share files. Within Teamwork.com, you can enable Google Team Drive sharing on your projects.
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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).
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Moving a Message
Go to the Messages area of your project and select the message you wish to move.