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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.
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Company Timesheet
Example: Filter the timesheet to your team at the end of each week to identify any gaps in tracked time.
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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.
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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.
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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.
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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.
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Adding a Message to the Dashboards Area
Within Teamwork.com, you can add a site-level note to the Dashboards section of your site.
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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.
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Managing Tags
in the top right-hand corner.
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Teamwork.com API - Postman Collections
To import the collections, log in to your Postman account.
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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.
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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.
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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
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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.
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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.
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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.
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Using the Notification Bell
Clicking an individual notification redirects you to the related project item.
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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.
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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 .
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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.
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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.
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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.
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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.
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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.
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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.