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  • Restoring Deleted Users and Contacts
    Click the More option in the left navigation menu on your site and select People from the pop-out menu. When viewing the People area, go to the People tab. 
  • Managing Tasks in the Calendar
    You can access the Calendar via the More option from the main navigation and selecting Calendar from the pop-out menu.
  • 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.
  • Navigating Teamwork.com
    Select More in the main menu and hover over one of the items in the pop-up menu. Click the pin icon beside the item to pin it to the main menu.
  • 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.
  • View the Calendar
    You can use the controls in the top left to switch to a different month/week/year, go to the next or previous month, or jump to the current month.
  • 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.
  • Deleting a Company
    Note: Only site administrators and users with permission to manage people & companies can delete a company. Click the More option in the main navigation menu and select People from the pop-out menu.
  • 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
  • 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.
  • Company - Projects Filtering
    Click the name of the relevant company in the list to open the company profile. Go to the Projects tab of the company profile.
  • 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.
  • 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.
  • View, Edit, and, Delete Portfolio Boards
    Select Planning from the pop-out menu. You might find Planning pinned to the main navigation menu. Go to the Portfolio tab. 📝 Existing boards are displayed in a tile grid view.
  • Use the Memtime Integration
    Scroll to User Settings .
  • Connecting Teamwork.com to Userback
    Within Userback, you can connect your site to Teamwork.com and use the integration to create tasks when feedback is submitted.
  • SoftSync Synchronization Setup
    Note: The SoftSync integration is available to all paid Teamwork.com subscription plans. You will need to sign up to SoftSync to use the integration.
  • Setting Up Teamwork.com SSO in Okta
    With all Teamwork.com products, your users can sign into your site by adding a SAML Application to your Okta account.
  • Autosave in Teamwork.com
    When you add content to a notebook or message, your changes will be saved automatically when you stop typing.
  • Adding Contacts in the People Area
    Within Teamwork.com, you can create contacts on your site or individual projects to record a person's contact information. Note: Contacts cannot log in to your site.
  • Enabling Box.com on Your Site
    In the Integrations area, scroll to the Box.com section and click the Enable button You can choose to enable one Box.com account for your entire site or configure individual accounts for each project.
  • Review and Approve Timesheets
    . ← Swipe to scroll Before you start You must be assigned as an approver for at least one user. You must have permission to view and manage time for the users assigned to you.
  • Editing Tasks in Table View
    Assignee Click the current assignee to open a pop-up modal where you can select one or multiple users, companies, or teams to assign to the task. 
  • Using the My Work List View
    You can use the view switches in the top right to change between list and table view.