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  • Create an App in the Teamwork.com Developer Portal
    Navigate to your Developer Portal: https://{yourTeamwork.comURL}.com/developer . Click Create Your First App .
  • Enabling SSO for Your Site
    To submit your request, click your profile avatar in the bottom left of your site and select Settings from the pop-out menu.
  • Everything - All Completed Tasks Filtering
    Click the More option in the main navigation menu and select Everything from the pop-out menu. In the Everything area, go to the Completed Tasks subsection.
  • Bulk Managing Companies
    Click Move users to save your changes.
  • Uploading Files Directly to Your Integrated Storage Apps
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can upload files directly to your integrated storage apps such as Dropbox and Google Drive.
  • Archiving Messages
    Go to the Messages area of your project and select the relevant message to view it.
  • Google Calendar Integration
    Scroll to Google Calendar . Click Enable . Google Calendar is enabled for the site, allowing users to connect their calendars. 💡 Tip Need to limit who can connect their calendars?
  • Set Up Teamwork.com SSO in AD FS Management Portal
    You will need to send your AD FS server's metadata to Teamwork.com via an SSO submission request in order to complete your site's SSO setup.
  • Viewing a Notebook (Beta)
    View a notebook Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Notebooks section. Click a notebook title to open it in view mode.
  • Adding Unplanned Tasks to the Workload
    Switch to the Workload tab. Click Unplanned Tasks option in the view's top right.
  • Using Table View for Tasks
    Switching to table view To view tasks in table view, select the Table tab from the project's navigation menu.
  • Viewing Completed Tasks Across All Projects
    To view all Completed Tasks, click the More option in the main navigation menu on the left of your site and select Everything .
  • Working with Dashboards
    Note: The Dashboards section is not available to collaborators .
  • Enabling the Dropbox Integration on Your Site
    First, you will need to authorize Teamwork.com to connect to your Dropbox account.
  • Changing the Site Owner
    Within Teamwork.com, you can change the site owner to another user on your site. To make this change, you will first need to be logged in as the person who is currently the site owner.
  • Setting Cross Project Dependencies
    In the predecessors modal, you will see a dropdown in the top left where you can filter to another project.
  • Deleting a User from Your Site
    To prevent future charges for deleted users, you will also need to update the user count for your subscription.
  • Bulk Managing Teams
    Using the checkboxes to the left of each team, select the ones to delete. Once at least one team is selected, the bulk actions toolbar will appear at the top of the list.
  • Customizing Your Dashboards
    To the top right of the current dashboard you are viewing, click Edit . Alternatively, in the main dashboards view, hover over the dashboard you want to customize.
  • Using Status Updates
    Timeline - showing a vertical list of updates with the most recent at the top. Updating your status You can update your status using the Update My Status button in the top right of the Statuses area.
  • Viewing Your Shared Dashboards
    At the top of the active dashboard, click Dashboards to return to the dashboards overview. Your dashboards overview will display your personal dashboards at the top.
  • Messages
    Within Teamwork.com, you can use messages on your projects to discuss ideas as a team, post a question or suggestion, and everyone can add their reply to the thread.
  • Using Embedded Teamwork Chat
    After your trial you will need to subscribe to a paid Teamwork Chat plan in order to use this feature.
  • Uploading Files in the Files Area
    Within Teamwork.com, you can upload files to your projects for your team to access. To upload files directly through the Files area of your project, click the Upload button in the top right.
  • Use Custom Fields
    and client users with the project permission to: Add tasks (allows users to apply custom fields to tasks and update their values.