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  • 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.
  • Using Project Health Reports
    The budget usage bar color will change from green, to yellow, to red depending on how much of the budget is used.
  • Use the Memtime Integration
    Scroll to User Settings .
  • 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.
  • 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 the Harvest Integration on Your Site
    Quick answer: To connect Harvest to Teamwork.com, an owner company site administrator clicks their profile avatar, selects Apps and integrations , scrolls to Harvest and clicks Enable .
  • Managing Similar Messages
    Quick answer: Click your profile avatar, select Settings , and go to Email › Similar Messages .
  • Adding SMS, Email, and Mobile Push Reminders for Events
    Quick answer: Add reminders to a calendar event in its Reminders tab by clicking Add a Reminder , then choose the type ( email , SMS , or mobile push ) and how far in advance to send it.
  • 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. 
  • Enabling Your Daily Report Email
    The report contains a list of: Milestones assigned to you that are late or upcoming (their start or due date is within the next 14 days) Tasks assigned to you that are late or upcoming All events that
  • Use My Tasks List View
    Quick answer: To use My tasks list view in Teamwork.com, go to My work and select the My tasks tab. Use the view switch in the top right to change between List and Table view.
  • Enabling the Google Drive Integration on Your Site
    When an owner company site administrator clicks the Google Drive option, they will be given an option to Go to Settings to manage the integration. How do I manage the Google Drive integration?
  • Sharing a Saved Filter at Site Level
    One way to stop the filter from being updated on their side is for them to save their own version of it.
  • Add iCal Feeds in My Calendar
    Outlook Calendar Log in to your Google Calendar account. Scroll to My c Log in to your Outlook account. Navigate to the calendar. Select Calendar settings from the ribbon menu.
  • 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.
  • Deleting Files
    Note: The ability to delete files requires you to have the project permission to add files. Click the More option in the main navigation menu and select Everything from the pop-out menu.
  • Switching Quickly Between Projects
    Quick answer: To switch between projects quickly in Teamwork.com, select Jump To next to the Projects tab in the main navigation. A menu opens with your Recent , Starred and All projects.
  • Google Calendar Integration
    Each user then connects their own Google Calendar to My calendar to see events, respond to invites, and log time from events; editing and sharing events depend on your plan.
  • 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.
  • Personal Tasks
    Your Personal Tasks panel will be accessible to you at the top of the Tasks tab of your profile . Note: Your personal tasks are only visible to you.
  • Downloading a Copy of a Notebook
    Go to the Notebooks area of your project and select the notebook you want to download. In the notebook details view, click the Versions button in the top right and select the relevant version.
  • Setting a Default User for Items Created via Email
    Click your profile icon in the top right corner of your site, and select Settings from the pop-out menu. In the settings area, go to the Email tab.
  • Enabling Desktop Alerts
    Quick answer: To turn on desktop alerts in Teamwork.com, click your profile icon, select Edit my details , go to the Preferences tab and turn on Enable desktop alerts for important notifications .
  • Integrating with Yoxel
    Each user can then configure Yoxel in the Apps section of their profile to sync their Teamwork.com calendar and tasks with Google Apps and Outlook.