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  • Using the Make Integration
    You can also customize the text of the message that will be sent, including task properties. Click OK to complete the scenario setup.
  • Time Approvals
    The submit button only becomes active once at least one time entry exists for the period being viewed. Click Yes, submit timesheet . The timesheet is submitted for approval.
  • Risks
    Click Update Risk Entry to save your changes. Copy risks Copy all risks from one project to another. Click Jump to in Teamwork's main navigation menu. Search for and select a project.
  • QuickBooks Online Advanced
    Time log descriptions populate in QuickBooks' time entry memo field, along with the time log's associated project and task (if linked).
  • Create a Task in Table View
    Reminders Schedule reminders to be sent as the task's due date approaches. Board column Use board columns to designate a status or phase to the task.
  • Teamwork Chat Automations
    Create the message template that will be sent each time a trigger event occurs. Combine static text with dynamic task fields to customize your messages. Click Create to save your automation.
  • Upload a New Proof Version
    The new version of the proof is uploaded and notifications are sent to reviewers and approvers.
  • Slack Automations
    Create the message template that will be sent each time a trigger event occurs. Combine static text with dynamic task fields to customize your messages. Click Create to save your automation.
  • Two-factor Authentication
    An email notification is sent to the site owner, the administrator who is disabling the 2FA, and the person whose 2FA is being disabled.
  • Teamwork.com HubSpot App
    Once an item is created, it is displayed as an entry in the Teamwork.com card in the deal (or other HubSpot item) view.
  • Using the ChurnZero Integration
    In Teamwork.com, your company names should be updated to include the relevant External ID as specified in the mapping information sent to ChurnZero.
  • Using the Teamwork.com Developer Portal to Build an Integration
    Within the Teamwork.com Developer Portal, you can use your created apps in the app login flow or the log in with Teamwork.com component.
  • Tasks
    You can set reminders to be sent at a specific date and time via email, SMS, or push notification. You can set the reminder for yourself or for other users. Add the task to a board column .
  • Profitability Report
    Schedule the profitability report Schedule the profitability report to be sent automatically to teammates that need it. Click Reports in Teamwork's main navigation menu. Select Profitability .
  • Add a Message
    Your message is added to the project's Messages area and notifications are sent to the users you selected to be notified. 💡 @mention users, companies and teams directly in the message content to draw
  • Teamwork.com API - Postman Collections
    Basic Authorization - the appropriate header sent along with each request in the collection provides the necessary security to properly identify the consumer and allow the request.
  • Track Time Against Tasks and Projects
    . 💡 Use the default quick entry options (ex. 1h) to populate the hours or minutes spent fields. 📝 Click the lock to maintain the time spent when adjusting the start or end time.
  • QuickBooks Online Basic
    This mode does not permit duplicate invoice IDs/numbers being sent to QuickBooks Online .
  • Use Conditional Logic in Forms
    Add Header questions after each Page entry (optional) to add custom heading text to each page. Add more question fields to the form.
  • My Work Table View
    Hover over the Logged time field in any task row and choose: Log time : Create a time entry and log it against the task. Start timer : Start a timer to track time as you work before you log the time.
  • Understanding Automations Permissions and Restrictions
    If an automation fails 3 times in a row due to permission issues, it will be deactivated and an email will be sent to the automation creator. This email will contain a link to view the automation.
  • Adding Followers to Project Items
    The notifications that you choose to receive are sent via email. Notifications related to what you are following will not show in the bell icon notification area.
  • Create a Form
    You can choose any of the project's active task lists for submissions to be sent to. If you don't set a task list, the default Inbox task list is used. Navigate to the form editor's left panel.
  • Create a Proof
    Invites are sent to the selected reviewers and approvers with a direct link they can use to access the file in the dedicated proofing tool .
  • Creating Tasks via Email
    If you use a task list name that does not match an existing task list, the task will be sent to the Inbox list. ⚠️ Do not use the item-via-email address feature to post from automated systems that could