Search for "microsoft office add-in" yielded 634 results
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Edit and Export Invoices
Why Editing and updating invoices is a normal part of the billing process and helps ensure that you are accurately billing customers and receiving payment in a timely manner. -
Creating and Managing Allocations (Legacy)
To view the Schedule, click the More option in the main navigation menu on the left of your site and select Planning . In the Planning area, select the Schedu le tab from the horizontal menu. -
Collapsing and Expanding Subtasks
Within Teamwork.com, you can expand and collapse subtasks depending on whether you want them to be visible. -
Create and Manage Project Templates
Alternatively, click the template's name in the gallery. Select the List or Table tab (depending on how you want to view the template). Create task lists and tasks. -
Create and Manage Custom Fields
Who Site admins (in the owner company) can create and manage all custom fields. -
Editing and Deleting Tags
Within Teamwork.com, you can manage, edit, and delete tags on your site via your site settings. -
Understanding Automations Permissions and Restrictions
Within Teamwork.com, automations can be impacted by a variety of permission and user-based conditions. Usage limits Each automation has to have a trigger and (at least one) action. -
Changing Dates of Tasks with Dependencies in the Gantt Chart
Within Teamwork.com, you can change task dates in a project's Gantt chart. -
Time and Materials Project Budgets
Who Site admins (in the owner company) can view, create, and manage budgets on all projects. -
Customizing Project Features and Navigation
Within Teamwork.com, you can choose which features are enabled for everyone on a project and the order in which they are displayed. -
Enabling the SharePoint Integration for a Project
✔ Available on Grow and Scale subscriptions 1 SharePoint is a web-based document management and storage system that enables you to share files and resources. -
Bulk Manage Users and Permissions
Click Set permissions in the bulk actions toolbar at the top of the list. Select a permission from the dropdown and click Add. Repeat for each permission you need to update. -
Create and Manage Board View Columns
Create a column Click Jump to in Teamwork's left navigation menu. Search for and select a project. Select the Board tab in the project's navigation menu. -
Enabling the SharePoint Integration for Your Site
A Global Microsoft 365 administrator is required to enable their company SharePoint account in Teamwork.com's site settings. -
Setting and Editing Privacy on Files
Site administrators in the owner company will always be included in privacy settings (gray checkbox) as their permissions override privacy by default and they will always be able to see the item. -
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. -
Viewing and Editing Custom Reports
✔ Available on Grow and Scale subscriptions 1 ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can view and manage existing custom reports via the dedicated Reports area. -
Track Time Against Tasks and Projects
Who Site admins (in the owner company) can log time for themselves on projects they're a member of, and log time for other users on any project. -
Financial and Utilization Insights Report
Who Site admins (in the owner company) can access the financial insights report and view project & profitability data for all of the site's projects and people. -
Changing Your Language and Localization Settings
Within Teamwork.com, you can change your language and localization settings for your profile. -
Collapsing and Expanding Task Lists
Collapsing and expanding task lists can be done individually per task list or for all task lists at once. -
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. -
File Size and Storage Limits
. 📝 Uploading large files can take some time and is dependent on your internet connection and available upload speeds. -
View, Edit, and, Delete Portfolio Boards
Make changes when necessary and delete boards no longer required. Who Site admins (in the owner company) can manage Portfolio boards, columns, and triggers. -
Integration Options
Click your profile avatar in the bottom left of your site and select Apps and integrations from the dropdown menu.
