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  • View and Edit Custom Reports
    Who Users with permission to access Reports (and edit permissions to update report setup). When Any time you need to review, share, or update an existing custom report.
  • 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 .
  • Using the Planned vs Actual Tasks Report
    At the top of the report, use the toggle option to switch to the Tasks view. Site administrators will see all projects, while project administrators will only see projects where they are an admin.
  • Choosing Options for Your Calendar iCal Feed
    Within Teamwork.com, you can subscribe to your calendar via iCal and specify which items to include in the feed.
  • Logging Time to Harvest
    Within Teamwork.com, you can use the Harvest integration to track time on your projects and log the time entries to Harvest.
  • Managing Site and Project Tags
    Quick answer: To manage tags in Teamwork.com, click your profile icon, select Settings and go to the Tags subsection.
  • Enabling the Teamwork.com Document Editor
    The Teamwork.com Document Editor allows you to download, open, edit and save changes to files stored in the Files area of your projects without having to re-upload them manually.
  • Sharing a Saved Filter at Project Level
    If you share a project filter with a user who does not have access to the project they will not be able to view it.
  • Connecting Your Teamwork.com Account to SoftSync
    SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com. Note: You will need to sign up to SoftSync to use the integration.
  • Enabling the Marker.io Integration
    To enable the integration, you will need to set up a Marker.io account and install the Marker.io browser extension: Chrome Firefox Microsoft Edge Once logged in to Marker.io, select the Connected accounts
  • Team Member Step 2: See All the Tasks Assigned to You
    Quick answer: To see all the tasks assigned to you in Teamwork.com, select My work in the main navigation and open the My tasks tab. It lists every task assigned to you across all your projects.
  • Creating Recurring Events
    Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add event button in the top right of the Calendar area.
  • Updating the From Address Format for Email Notifications
    Quick answer: Click your profile icon, select Settings , and go to the Email subsection.
  • Viewing Failed Email Logs
    Hover over the Detail field to see the recipient, sender, and subject. To remove affected addresses from the list, contact support@teamwork.com.
  • Managing your notifications in Teamwork.com
    Quick answer: Teamwork.com notifies you about items you're assigned to, @mentioned in, follow , or are selected to be notified about.
  • Using the Quick Add Menu in the Teamwork.com iOS App
    you to add the event details.
  • Skills
    When - You need to ensure the right expertise is assigned to specific work—beyond just their Role. - You need to differentiate between people holding the same Role.
  • Using the Google Sheets Add-on
    Hover over Add-ons and click Get add-ons from the pop-out menu. In the add-ons modal, use the search field in the top right to search for Teamwork . Click the add-on card to open the details view.
  • View, Edit, and, Delete Portfolio Boards
    Select Resourcing from the pop-out menu. You might find Resourcing pinned to the main navigation menu. Go to the Portfolio tab. 📝 Existing boards are displayed in a tile grid view.
  • Working with the Companies View
    Within Teamwork.com, you can view all of the companies added to your site. Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu.
  • Updating Your Profile Image
    Choose an image from your computer, then click Update to apply it. By default, Teamwork.com uses your initials as your profile image, and you can choose Remove to go back to them at any time.
  • Enabling the Google Sign In Integration
    Users will then see an option to sign in with Google on the log in launchpad. Add your domains to also create new user accounts automatically.
  • Setting up Teamwork.com SSO in Google Workspace
    With all Teamwork.com products, your users can sign into your site by adding a SAML Application to your Google Workspace account.
  • Using Filters in Reports
    To access the Reports area, click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu.
  • Enabling the Dropbox Integration on Your Site
    Quick answer: To connect Dropbox to Teamwork.com, an owner company site administrator clicks their profile avatar, selects Apps and integrations and enables Dropbox, authorizing access to the Dropbox account