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  • 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.
  • 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.
  • Working with Dashboards
    Note: The Dashboards section is not available to collaborators .
  • 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.
  • Create an App in the Teamwork.com Developer Portal
    Navigate to your Developer Portal: https://{yourTeamwork.comURL}.com/developer . Click Create Your First App .
  • Asana Importer
    Switch to the Import tab. Scroll to the Asana panel. Click Import . Enter your Asana login credentials. Select the Asana account you want to import from.
  • Monday.com Importer
    Import from Monday.com Step 1: Locate your Monday.com API token Your Monday.com personal API token is required to use the importer. Log in to Monday.com. Go to the Admin area. Switch to the API tab.
  • 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.
  • 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.
  • Setting Cross Project Dependencies
    In the predecessors modal, you will see a dropdown in the top left where you can filter to another project.
  • 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.
  • 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.
  • 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.
  • Working with Repeating Tasks
    Within Teamwork.com, you can set individual tasks to repeat at specific intervals. In the task details modal, the repeat button will appear at the top right-hand side.
  • 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.
  • 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.
  • 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.
  • 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.
  • Sorting Files by Date
    The date sort order option allows you to sort files based on the date they were uploaded to your site. Click the sort option in the top right of the Files area and select Date from the dropdown.
  • Time and Materials Project Budgets
    Prefer to manage resources week to week (or other increments)? Think of this as a way to run mini budgets throughout the project. ⚠️ Budgets in the same project cannot be active on overlapping dates.
  • Switching Quickly Between Projects
    Within Teamwork.com, you can quickly move between your projects to access your most recent, starred or all projects.