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  • Microsoft Office Add-in
    The Teamwork.com app is installed on all applicable Microsoft Office products and you'll see "Teamwork.com" in the Microsoft Office ribbon.
  • Clients View
    Stay up to date on work happening across all projects for each client. Use data and widgets to pinpoint what needs to be actioned at the client-level.
  • Quickly Viewing All of Your Tasks
    Within Teamwork.com, you can quickly view all tasks assigned to you in your profile. Click your profile avatar in the bottom left of your site and select My Tasks from the the pop-out menu.
  • Changing Your Email Address
    Click your profile avatar in the bottom left of your site and select Edit my details from the pop-out menu.
  • Using the Workload Planner
    Expand or collapse all users' workload information at once via the Expand All / Collapse All options in the top right. Click Today in the top left to return to the current date view.
  • Managing Multiple Files
    Select the checkbox beside each file you want to manage, and you will see an additional set of options appear near the top of the files area.
  • Adding a Message to the Dashboards Area
    Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
  • Downgrading a User to a Contact
    Within Teamwork.com, you can downgrade a standard user to a contact at any time. Note: Contacts contain reference information and cannot log in to your site.
  • Managing Tags
    in the top right-hand corner.
  • Teamwork.com API - Postman Collections
    To import the collections, log in to your Postman account.
  • Gantt Chart Settings
    To view settings, click Settings to the top of the page to view the various options in the pop out window. General At the top of the settings quick view, you can enable.
  • Milestones
    Create a milestone Try in-app Click Jump to in Teamwork.com's left navigation menu. Search for and select a project. Select the Milestones tab in the project navigation menu.
  • View and Manage Proofs
    Use the Proofs area in Teamwork.com as a central hub for your team to manage both internal and external approvals. 🎓 Learn in-app: How proofs work View existing proofs in Teamwork.com Teamwork.com users
  • Associating a Calendar Event with a Project
    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.
  • Downgrading a Standard User to a Collaborator
    When you downgrade an existing user to a collaborator , they will not count towards the cost of your subscription but they will have reduced permissions compared to standard users.
  • Project Filtering - Tasks List View
    Filter project tasks Click Jump to in Teamwork.com's main navigation menu. Search for and select a project . Switch to the project's List view.
  • Reordering Task Lists in List View
    Note: Only project members with permission to add task lists can reorder tasks lists in a project. To reorder your task lists, go to the List area of your project.
  • Using the Notification Bell
    Clicking an individual notification redirects you to the related project 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.
  • Bulk Editing Tasks Across Multiple Projects
    To view the site-level Tasks area, click the More option in the main navigation menu on the left of your site and select Everything from the pop-out menu .
  • Viewing Your Project in a Gantt Chart
    To access the Gantt chart view, go to the Gantt tab of your project. Alternatively, you can press G on your keyboard while viewing any area of the project.
  • My Work Table View
    Why Understand your day-to-day priorities at a glance. Create a custom view with the task details most relevant to you. Keep late tasks top of mind so they don't fall through the cracks.
  • Review and Approve Proofs
    Use comments to communicate with them throughout the approval process. 🎓 Learn in-app Have a Teamwork.com user license? See how proofs work directly in the product.
  • Everything - Comments 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 Comments subsection.
  • 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.