Menu

Knowledge Base

Search for "Thrifty prescriptions https://simplemedrx.top"" yielded 513 results

  • Using the Unito Integration
    Note: The Unito integration is available to all Teamwork.com subscription plans. You will need to sign up to Unito to use the integration.
  • Webhooks
    Webhooks can be leveraged to achieve a variety of actions - some examples include: Perform a specific action in a third-party app when a task is completed in Teamwork.com.
  • Create a Task List
    Create groupings that reflect your team's priorities and initiatives. 🎓 Learn in-app: Create a task list Before you start Creating a task list should be the first step after creating a project because
  • Create a Proof
    What Create proofs to manage assets (either client work or internal) from creation to revision to final approval.
  • Time Approvals
    permission to view time logs on.
  • 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.
  • Create a Form
    Product team: Gather feedback on a recent release via forms so that you have actionable tasks to work from. 🎓 Learn in-app: Create a form Before you start The Forms feature needs to be turned on in the
  • Setting Up Teamwork.com SSO in Microsoft Azure
    To configure this integration, you will need: An Azure AD subscription A Teamwork.com subscription with SSO enabled Adding Teamwork.com to Azure Go to your Azure account, open the MS Azure Management Portal
  • Add a Message
    . 🎓 Learn in-app: Communicate on work Before you start The Messages feature needs to be turned on in the project settings. Messages are specific to a project.
  • Create a Project
    Increase visibility by having one place your team can go to look to understand how a particular subset of work is going.
  • My Timesheet Sheet View
    All of your logged time is pulled into your timesheet, regardless of how it was logged (ex. using a timer, via the mobile app).
  • Create and Manage Project Templates
    You have a non-negotiable outline of requirements for client work your team needs to follow with each new initiative. 🎓 Learn in-app: How project templates work Before you start Project items can only
  • Fixed Fee Project Budgets
    Stay on top of current spend so you can make adjustments to end a project on budget. Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.
  • Work with Project Items in Slack
    Before you start You must first set up the Teamwork.com app in your Slack workspace.
  • Viewing Your Teamwork.com Success Planner
    Within Teamwork.com, you can use the Success Planner to explore how your team is making use of features and functionality on your site.
  • Enabling the Ybug Integration
    Once logged into Ybug , you will need to create or select a project to integrate with Teamwork.com. While viewing the project in Ybug, go to the Integrations tab.
  • Reconnecting the Google Drive Integration
    Click your profile icon in the bottom left corner of your site and select Apps & Integrations from the pop-out menu.
  • Company Timesheet
    Example: Filter the timesheet to your team at the end of each week to identify any gaps in tracked time.
  • Clients View
    Stay up to date on work happening across all projects for each client. Use data and widgets to pinpoint what needs to be actioned at the client-level.
  • Microsoft Office Add-in
    The Teamwork.com app is installed on all applicable Microsoft Office products and you'll see "Teamwork.com" in the Microsoft Office ribbon.
  • Sorting Task Lists
    Click the options button (three dots) in the top right and hover over the Reorder Task Lists option. Select a sort preference from the additional pop-out menu.
  • Quickly Editing a Task Description
    Within Teamwork.com, you can quickly edit existing task descriptions. In Table view, the task description can be added as an individual column.
  • Exporting Users to Excel
    Within Teamwork.com, you can export users from your site to Microsoft Excel. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Markdown
    What Markdown provides a simple way to format text in messages, comments, task descriptions, and notebooks using symbols and characters for basic styling.
  • Quickly Viewing the Company Details for a Project
    You can view the company's information by hovering over the company to the right of the project name.