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  • Using the Planned vs Actual Milestones Report
    At the top of the report, use the toggle option to switch to the Milestones view. In the report, you will see a series of columns highlighting important properties for each milestone.
  • 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.
  • 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.
  • 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
  • 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 the Quick Add Menu in the Teamwork.com iOS App
    you to add the event details.
  • 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.
  • 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.
  • 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.
  • Use the Memtime Integration
    Scroll to User Settings .
  • 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.
  • 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.
  • Customizing Project Features and Navigation
    Top tabs The top tabs section allows you to prioritize any project features you want to be displayed as the main tabs that are always visible in your project's navigation menu.
  • 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.