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  • Enabling the Xero Integration
    You'll be asked to log in to Xero and grant access. After that, you can export invoices from the project to Xero. How do I enable the Xero integration?
  • Downloading a Copy of a Notebook
    Go to the Notebooks area of your project and select the notebook you want to download. In the notebook details view, click the Versions button in the top right and select the relevant version.
  • Enabling the TestMu AI Integration
    Within TestMu AI, you can connect your Teamwork.com account to log issues from your tests as tasks. To enable the integration, you will first need to set up a TestMu AI account.
  • Uploading Files Directly to Your Integrated Storage Apps
    Within Teamwork.com, you can upload files directly to your integrated storage apps such as Dropbox and Google Drive.
  • Working with Repeating Tasks
    Set an end date or leave it open (up to 1 year). The next task in the series is created when the previous one is completed. How do I set a task to repeat in Teamwork.com?
  • Adding Followers to Project Items
    Click the Follow option to add yourself as a follower of the task or click Manage to manage all followers.
  • Custom Items
    Example: You could add 20 contract entries to the Contracts table in your custom Contracts tab. Tab The top-level area where a custom item type is managed.
  • Completed Projects
    Select the Projects option from the main navigation menu on the left of your site and go to the List subsection.
  • Using Your Personal Inbox
    Use the left and right arrows in the top right of the preview view to move to the next inbox item.
  • Categories
    Click the settings cog in the panel's top right. Next: Edit: Click the edit pencil on a category's right to update the category's name and associated color or to make it a top-level or subcategory.
  • Teamwork.com Developer Portal Overview
    With this portal, you must choose at least one Product Scope if you want to allow your app to access your Teamwork.com data.
  • Archiving Messages
    Go to the Messages area of your project and select the relevant message to view it.
  • Installing the TaskReviewer Chrome Extension
    The TaskReviewer browser extension for Google Chrome and Microsoft Edge enables you to create reviews of media assets for your team to give feedback on and approve.
  • 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.
  • Calendar
    Quick answer: Go to Plan and Insights in the side nav and select Calendar to view and manage events.
  • 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.
  • Connect Claude to Teamwork.com through the MCP server
    Quick answer: In Claude desktop, open Settings › Connectors , add a custom connector, and enter the MCP server URL https://mcp.ai.teamwork.com . Then sign in to Teamwork.com and approve access.
  • Changing Your Language and Localization Settings
    Quick answer: To change your language and localization settings, click your profile avatar, select Edit my details and go to the Localization tab.
  • 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 Default Projects for New Users
    When you choose to set a default project, any new users will be added to that project based on the conditions you set which are covered below.
  • Task Completed Email Notification Settings
    Quick answer: Add people as followers of a task, using the Followers tab of the task form, to notify them when it's completed.
  • Setting Cross Project Dependencies
    In the predecessors modal, you will see a dropdown in the top left where you can filter to another project.
  • Managing Forwarded Messages
    Quick answer: Click your profile avatar, select Settings , and go to Email › Forwarded Messages .
  • Disabling the Xero Integration
    Quick answer: To disable Xero on a project, go to the project's Settings › Integrations and toggle off Xero Invoicing .