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  • Creating and Managing Events in the Calendar
    To view the Calendar , select the More option in the main navigation menu on the left of your site and choose Calendar from the pop-out menu.
  • Using the Planned vs Actual Milestones Report
    At the top of the report, use the toggle option to switch to the Milestones view. In the report, you will see a series of columns highlighting important properties for each milestone.
  • Using the Planned vs Actual Tasks Report
    At the top of the report, use the toggle option to switch to the Tasks view. Site administrators will see all projects, while project administrators will only see projects where they are an admin.
  • Choosing Options for Your Calendar iCal Feed
    Within Teamwork.com, you can subscribe to your calendar via iCal and specify which items to include in the feed.
  • Logging Time to Harvest
    Within Teamwork.com, you can use the Harvest integration to track time on your projects and log the time entries to Harvest.
  • Restoring Deleted Users and Contacts
    Click the More option in the left navigation menu on your site and select People from the pop-out menu. When viewing the People area, go to the People tab. 
  • Managing Tasks in the Calendar
    You can access the Calendar via the More option from the main navigation and selecting Calendar from the pop-out menu.
  • Proof Notifications
    ✔ Available (with limits ) on all per-user based subscriptions What Email and/or in-app notifications to keep everyone in the loop during the proofing process as proofs move from creation to review to
  • Working with the Schedule Projects View (Legacy)
    Click the arrow to the left of a project to expand and view the individual allocations for each user on that project.
  • Sharing a Saved Filter at Project Level
    If you share a project filter with a user who does not have access to the project they will not be able to view it.
  • View the Calendar
    You can use the controls in the top left to switch to a different month/week/year, go to the next or previous month, or jump to the current month.
  • Create a Form
    Product team: Gather feedback on a recent release via forms so that you have actionable tasks to work from. 🎓 Learn in-app: Create a form Before you start The Forms feature needs to be turned on in the
  • Creating Recurring Events
    Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add event button in the top right of the Calendar area.
  • Deleting a Company
    Note: Only site administrators and users with permission to manage people & companies can delete a company. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Enabling the Marker.io Integration
    To enable the integration, you will need to set up a Marker.io account and install the Marker.io browser extension: Chrome Firefox Microsoft Edge Once logged in to Marker.io, select the Connected accounts
  • HubSpot Automations
    . ⚠️ All users with access to automations can create automations under the chosen HubSpot account. Review the app connection's access request and click Connect app to proceed.
  • Set Billable Time Defaults
    Standard users , client users , and collaborators with the project permission to: Add Task Lists (allows users to create and manage task lists on the project).
  • Fixed Fee Project Budgets
    Stay on top of current spend so you can make adjustments to end a project on budget. Who Site admins (in the owner company) can create, view, and manage fixed fee budgets.
  • Company - Projects Filtering
    Click the name of the relevant company in the list to open the company profile. Go to the Projects tab of the company profile.
  • Working with the Schedule People View (Legacy)
    To adjust the duration of an allocation, hover over the left or right side of the entry and drag it to a new position to increase or decrease the number of days on which it falls.
  • Skills
    When - You need to ensure the right expertise is assigned to specific work—beyond just their Role. - You need to differentiate between people holding the same Role.
  • Working with the Companies View
    Within Teamwork.com, you can view all of the companies added to your site. Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu.
  • View, Edit, and, Delete Portfolio Boards
    Select Planning from the pop-out menu. You might find Planning pinned to the main navigation menu. Go to the Portfolio tab. 📝 Existing boards are displayed in a tile grid view.
  • Teamwork.com AI Assistant
    What Leverage Teamwork.com's built-in AI assistant to generate new content or review & revise existing text in various text editors across the app. Why Get real-time assistance as you work.
  • Customizing Project Features and Navigation
    Top tabs The top tabs section allows you to prioritize any project features you want to be displayed as the main tabs that are always visible in your project's navigation menu.