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Project Budget Expenses
Why Account for individual fixed costs (not related to your team's team's billable rates). Add expenses to be able to accurately track project profitability.
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Add a Custom Logo to a Form
Before you start You'll need a form to add a custom logo to. If you haven't already, create a form now. Keep your logo to a maximum size of 100MB, using JPG, PNG, GIF, or BMP format.
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Time Tracking Introduction
Timesheet Track time to tasks and projects from your personal timesheet. Desktop Timer app Populate Teamwork.com's desktop Timer app with tasks you track time against regularly.
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Sync Project Data to HubSpot Objects
Step 1: Create custom properties in HubSpot Create custom properties to map specific project details to HubSpot deals.
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Track and Manage Time in My Timesheet
Use your personal timesheet to log the time worked on each task or project each day. Log time to your timesheet Try in-app Click Time ( ) in Teamwork's main navigation menu. Select My timesheet .
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Using the Microsoft Outlook Add-in
Installing the add-in The Outlook add-in can be installed via the Teamwork.com app page in the Microsoft Outlook add-in marketplace . Select Get it now to proceed to the installation steps.
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Slack Automations
Each person who wants to use Slack automations needs to set it up to use it.
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Proof Notifications
✔ Available (with limits ) on all per-user based subscriptions What Email and/or in-app notifications to keep everyone in the loop during the proofing process as proofs move from creation to review to
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Using the Google Docs Add-on
Within Google Docs, you can add tasks to your projects using the Teamwork.com add-on. The add-on can be installed via the Teamwork.com app page in the G Suite Marketplace .
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Using the Teamwork.com Extension in Visual Studio Code
Within Visual Studio Code, you can interact with tasks from your projects directly from the app via the Teamwork.com extension.
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Teamwork.com AI Assistant
What Leverage Teamwork.com's built-in AI assistant to generate new content or review & revise existing text in various text editors across the app. Why Get real-time assistance as you work.
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Teamwork.com File Servers
Within Teamwork.com, we employ multiple download and upload file servers which you may want to add to your internal proxy or security list: US Hosted: tw-workhorse1.teamwork.com tw-workhorse2.teamwork.com
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Use Time Blocks in My Calendar
View their assigned tasks and update & reschedule ones they have permission to edit. Create and manage time blocks. Log time from time blocks to projects they have permission to log time on.
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HubSpot Automations
. ⚠️ All users with access to automations can create automations under the chosen HubSpot account. Review the app connection's access request and click Connect app to proceed.
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Managing Linked Files
Within Teamwork.com, you can manage files linked to your projects via third party storage apps such as Google Drive and Dropbox.
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Track Time with Timers
Start a timer Try in-app There are multiple ways to start timers (options below), but via the Quick add menu is a favorite because it's so easily accessible.
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Time and Materials Project Budgets
Or when you need to budget more granularly for subsets of work using task list budgets. 🎓 Learn in-app: Time and materials project budgets Before you start Budgets require a project's Time and Finance
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Teamwork.com Feature Comparison
Planned vs Actual milestones report ✗ ✔ ✔ ✔ Time report ✗ ✗ ✔ ✔ Utilization report ✗ ✗ ✔ ✔ Custom reports ✗ ✗ 2 Unlimited Scheduled reports ✗ ✗ ✗ ✔ Profitability report ✗ ✗ ✗ ✔ Apps & integrations Desktop app
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SoftSync Synchronization Setup
SoftSync is a powerful app that enables you to sync your projects, tasks, and user activities between Jira Cloud and Teamwork.com.
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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.
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Exporting an Invoice to Xero Online
Export an invoice to Xero Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Select the project's Finance tab. Switch to the Invoices tab.
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Allocate and Manage Resources in the Schedule
Use allocations to map out required resources and unavailable time to track your team's non-working time.
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Retainer Project Budgets
Brand management: When a company needs ongoing brand management and marketing support, retainer budgets let you manage budget allocation for that work over time. 🎓 Learn in-app: Retainer project budgets
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Project Notification Settings
Open the Settings tab of the project and go to the Notifications subsection.
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Asana Importer
Switch to the Import tab. Scroll to the Asana panel. Click Import . Enter your Asana login credentials. Select the Asana account you want to import from.