Search for "microsoft office add-in" yielded 644 results
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View Teamwork Desk Tickets in Teamwork.com
Who Site admins and standard users (in the owner company) can view individual client profiles in Clients view, including a client's Tickets tab. -
Viewing Project Activity in the Dashboard
Within Teamwork.com, you can view a timeline of activity on your project in the project's Dashboard area. -
Locking a File in a Project
Within Teamwork.com, you can lock a file in a project to prevent other users from editing it. Go to the Files area of the relevant project and locate the relevant file. -
Creating and Managing Quotes
Where to find Quotes Quotes sit under the client, so naturally they are housed in the Clients View. -
Setting Task and Milestone Permissions
In the permissions modal, you will see a section for View Tasks & Milestones . Click the arrow to the left to expand and view the other task permissions available. -
Create an App in the Teamwork.com Developer Portal
Before you start You must first set up your publisher details before you can start creating apps in the Teamwork.com Developer Portal. -
Creating and Using Shortcuts
Within Teamwork.com, you can create shortcuts so that you can easily access any item or area in your site. -
Working with Your Projects in the Teamwork.com Mobile App
Within the Teamwork.com mobile app, you can view and interact with your projects. Clicking the folder icon in the navigation bar at the bottom of the app will bring you to your last viewed project. -
Review and Approve Proofs
The review and approval process takes place in the dedicated proofing tool. -
Working with the Home View in the Teamwork.com Android App
(ellipsis) in the view's top right. Press Add shortcut . Add a shortcut title. The title will be pre-populated with the item name, but this can be changed if needed. -
Working with the Home View in the Teamwork.com iOS App
Sections Manage the sections shown in your Home view. Tap the ... (ellipsis) in the top right of the Home screen. -
Viewing Your Project in a Gantt Chart
Within Teamwork.com, you can view and manage each of your projects in a Gantt chart, giving a graphical timeline representation of your project. -
Viewing Notifications in the Teamwork.com Mobile App
Unread notifications will be highlighted in blue and can be pressed to open and marked as read. On iOS, you can also swipe left and tap the blue tick to mark the notification as read. -
Creating Task Dependencies in the Gantt Chart
Within Teamwork.com, you can create task dependencies in an individual project's Gantt chart view. -
Create and Manage Workflows
⏳ This feature is in early release for some Teamwork.com accounts. ✔️ Available (with limits) on Deliver, Grow, and Scale subscriptions. 1 See the "Workflows feature access" section in Workflows Introduction -
Companies - Owner and External
You can then add additional external companies at any time. -
View and Use Workflows
⏳ This feature is in early release for some Teamwork.com accounts. ✔️ Available (with limits) on Deliver, Grow, and Scale subscriptions. 1 See the "Workflows feature access" section in Workflows Introduction -
Creating and Managing Allocations (Legacy)
To view the Schedule, click the More option in the main navigation menu on the left of your site and select Planning . In the Planning area, select the Schedu le tab from the horizontal menu. -
Create and Manage Project Templates
Alternatively, click the template's name in the gallery. Select the List or Table tab (depending on how you want to view the template). Create task lists and tasks. -
Understanding Automations Permissions and Restrictions
Within Teamwork.com, automations can be impacted by a variety of permission and user-based conditions. Usage limits Each automation has to have a trigger and (at least one) action. -
Importing Users and Contacts
Within Teamwork.com, you can add multiple people quickly to your site as users or contacts by importing them in a CSV or vCard format. -
Create and Manage Board View Columns
Create a column Click Jump to in Teamwork's left navigation menu. Search for and select a project. Select the Board tab in the project's navigation menu. -
Create and Manage Custom Fields
Who Site admins (in the owner company) can create and manage all custom fields. -
Search and Command Center
Before you start Quick search and advanced results include: Project items created or updated within the last 5 years. Items from projects you are a member of and have permission to view. -
View and Manage Proofs
✔ Available (with limits ) on all per-user based subscriptions What View, edit, and delete proofs in Teamwork.com.
