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Updating Your Own and Other Users' Profile Preferences
Receive task/milestone completed emails - When a task or milestone is completed on the project you can receive an email to notify you. -
Create and Manage Project Templates
✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions 1 What Build out project patterns. Add key items and details to templates, then create a project from a template. -
Create and Manage Board View Columns
Who Site admins can create and edit all projects' boards and columns. Project admins can create and edit columns on projects they’re an admin on. -
Time and Materials Project Budgets
Who Site admins (in the owner company) can view, create, and manage budgets on all projects. -
Search and Command Center
✔ Available on all subscriptions. Before you start Quick search and advanced results include: Project items created or updated within the last 5 years. -
Track Time Against Tasks and Projects
✔ Available on all subscriptions. What Track time to tasks and projects as you progress through your work. -
Create and Populate Tasks in Board View
Standard users , client users , and collaborators can access Board view on projects they have permission to view tasks on. They will only see tasks (cards) they have permission to view. -
Review and Approve Timesheets
Site admins and other permissioned users may be able to review, approve, or re-open timesheets depending on setup. When Review timesheets as they are submitted for the configured approval period. -
View and Edit Custom Reports
What View, edit, duplicate, delete, export, schedule, and manage permissions for custom reports. Why Keep reports accurate, share insights, and manage access as reporting needs evolve. -
Viewing and Restoring Deleted Projects and Project Templates
Within Teamwork.com, you can access and restore deleted projects and project templates that have been deleted in the previous 30 days. -
Backups and Storage
We use Amazon S3 for safe and secure file storage. Amazon S3 provides a highly durable storage infrastructure designed for mission-critical and primary data storage. -
Reports FAQ - Advanced Reporting and Dashboards
Answers to the questions we hear most often about reporting in Teamwork.com — covering Custom Reports, the Time Report, Profitability Report, Utilisation Report, Budget Reporting, Dashboards, Formula Fields -
Bulk Manage Users and Permissions
✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can bulk manage members of your site, teams, or companies. 🔑 Each bulk action option is dependent on your user permissions (site -
Adding Tasks and Unavailable Time to the Workload Planner
Within Teamwork.com, you can create tasks and add unavailable time to the Workload Planner to instantly view and manage the impact on a user's capacity. 🔑 Client users and collaborators cannot access -
Allocate and Manage Resources in the Schedule
Manage resource scheduling : lets users create and edit allocations on projects they are a member of. -
Reviewing Your Unread Messages and Comments
In your profile settings , you can choose to receive notifications on all activity on the projects you are part of or just the activity that relates to you. -
Edit and Export Invoices
Who Site admins and project admins Standard users with the project permission: Can access billing (allows users to view, create, and manage invoices) ⚠️ Turning this permission on automatically grants -
Editing and Deleting Tags
Within Teamwork.com, you can manage, edit, and delete tags on your site via your site settings. -
Track and Manage Time in My Timesheet
What Log, edit, delete, and manage your own time entries from My timesheet . Why Keep an accurate record of time spent on projects and tasks. -
Collapsing and Expanding Subtasks
Within Teamwork.com, you can expand and collapse subtasks depending on whether you want them to be visible. -
Customizing and Sharing Table Views for Tasks
Within Teamwork.com, you can customize the layout and columns displayed in the tasks table view on your projects. -
View, Edit, and, Delete Portfolio Boards
Project health Show projects based on their current health status. Tags Show projects based on their tags. -
Restoring Deleted Users and Contacts
Within Teamwork.com, you can see a list of deleted users and contacts on your site and restore them if necessary. -
Financial and Utilization Insights Report
What High-level dashboard highlighting key utilization, cost, revenue, and profit insights. Why Track and analyze financial performance and team utilization. -
Reports FAQ - Utilization Report and Time Report
Track trends now lets you select all available columns, not just one, on the week or month view.
