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Setting Privacy on Task Lists
Within Teamwork.com, you can set the privacy on a task list so that only certain people on the project are able to see it.
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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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Receiving Email Notifications for Task Updates
When you make a change to an existing task you can choose to notify people via email of these changes. Note: If the task is assigned to you only, you will get an email notification.
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Enabling Box.com on Your Site
Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.
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Add Tags to Tracked Time
Report on tracked time based on tag to better understand the kinds of work your team is spending time on.
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Creating a Ticket on a Task
Note: The Teamwork Desk option will only be displayed on tasks if Teamwork Desk has been enabled for your site.
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Adding Tasks via the Quick Add Menu
Within Teamwork.com, you can quickly add a new task from any area of your site via the quick add menu. Click the Quick Add ( + ) option in the main navigation menu on the left of your site.
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Setting a Default User for Items Created via Email
Within Teamwork.com, you can set a default user to assign to emails sent from addresses not registered on your site.
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Enabling the Harvest Integration on a Project
To log time to Harvest, you will first need to enable the Harvest integration on your Teamwork.com site via the site settings .
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Enabling the Harvest Integration on Your Site
Within Teamwork.com, you can integrate your site with Harvest which allows you to use a Harvest timer directly on tasks in your projects.
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Disabling Direct File Uploads on Your Site
Within Teamwork.com, you can prevent your users from uploading files directly to the projects on your site.
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Enabling the Dropbox Integration on Your Projects
Dropbox is a file hosting service that offers cloud storage and file synchronization.
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Add a Custom Logo to a Form
✔ Available on Grow and Scale subscriptions 1 What Customize your project intake forms with your company's logo.
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Enabling the Google Drive Integration on Your Site
Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
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Review and Approve Proofs
Accept your invite to view the proof, then leave feedback comments on the file where necessary. Depending on your invite level, you may also be able to request changes and approve the proof.
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Updating the From Address Format for Email Notifications
Within Teamwork.com, you can customize the format used for the from address used for email notifications from your site.
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Importing Users and Contacts
Imported users are not sent an invite email but you can send them one later. Importing contacts The option to import people as contacts.
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Adding a Project via the Quick Add Menu
Within Teamwork.com, you can quickly add a new project from any area of your site via the quick add menu.
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Creating a Login Form on Your Website or Intranet
Within Teamwork.com, you can add a login form to your own website or intranet for your Teamwork.com site.
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Enabling the Dropbox Integration on Your Site
To do this, click your profile avatar in the top right corner of your site and select Apps and integrations from the pop-out menu.
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Adding a Project Update via the Quick Add Menu
✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can quickly add a new project update via the quick add menu.
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Enabling the Google Drive Integration on Your Projects
Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
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Owner and Administrator Step 8: Connect Your Tools
Who Site owners and site administrators. Some project-level integrations can also be turned on by project administrators. This is step 8 of 8 in the Owner and Administrator onboarding path.
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Enabling the OneDrive Personal Integration on Your Projects
OneDrive is a file hosting and synchronization service that enables you to store and share files.
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Adding a Message via the Quick Add Menu
Within Teamwork.com, you can quickly add a new message from any area of your site via the quick add menu. Select + Quick add from Teamwork.com's main navigation menu.