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Getting Started as a Collaborator in Teamwork.com
This guide will explain exactly what you will need to know to get up and running as a collaborator in Teamwork.com. -
Getting Started as a Standard User in Teamwork.com
Tasks & Subtasks: Tasks are the basic units of work in that you and your team need to carry out. When more complicated workloads arise, you can break it down further by creating subtasks. -
Adding People to a Project via the Quick Add Menu
Within Teamwork.com, you can quickly add people to a project via the quick add menu. Note: Only site administrators and project administrators can manage project members. -
Creating and Modifying Project Items via Email
Within Teamwork.com, you can create items via email in your projects and use commands in the email to choose settings or interact with items that you're notified on. -
Viewing All Your Items in Your Profile
Quick answer: To view all your items in Teamwork.com, click your profile avatar and select View Profile . -
Teamwork.com Beta Program - Clock In/Out
Users then select Clock in from their profile menu and Clock Out when finished. View, edit, delete, and export clock-in entries from the Time tab of your profile. Available on paid subscriptions. -
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. -
Best practices for Billing Clients for Logged Time in Teamwork.com
Quick answer: To bill a client for logged time in Teamwork.com, set billable rates , make sure your team logs time as billable, and review it before you bill. -
Setting Defaults for Tasks in a Task List
Quick answer: To set defaults for new tasks in a task list, click the three dots beside the task list name in Table or List view, select Edit List and open the Defaults tab. -
User Permissions and Access
Client users and collaborators don't count towards your subscription cost. What user types are there in Teamwork.com? -
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. -
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. -
Owner and Administrator Step 2: Set Up Your Company and Clients
Quick answer: To set up your company and clients in Teamwork.com, select Clients in the left-hand navigation, check your owner company (labelled Internal) and add an external company for each active client -
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. -
Owner and Administrator Step 3: Choose User Types and Permissions
This is step 3 of 8 in the Owner and Administrator onboarding path. About 20 minutes. How do I choose user types and permissions in Teamwork.com? 1. -
Creating and Using Shortcuts
Within Teamwork.com, you can create shortcuts so that you can easily access any item or area in your site. -
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. -
How to change your password in Teamwork.com
Quick answer: To change your password in Teamwork.com, click your profile image, choose Edit My Details , go to the Account tab and toggle on Change Password . -
Owner and Administrator Step 8: Connect Your Tools
Set up sign-in before you invite your team. What Set up the integrations that matter most to your team: sign-in, file storage, accounting and automation. -
View Other Items in the Everything Area
Feature overview What The Everything area includes additional tabs that let you view non-task items across projects in Teamwork.com, such as comments, messages, milestones, risks, proofs, forms, and budgets -
File Size and Storage Limits
. 📝 Uploading large files can take some time and is dependent on your internet connection and available upload speeds.
