Search for "microsoft office add-in" yielded 658 results
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Create and Manage Workflows
⏳ This feature is in early release for some Teamwork.com accounts. ✔️ Available (with limits) on Basics, Accelerate, Optimize, and Enterprise plans. * See the "Workflows feature access" section in Workflows
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Owner and Administrator Step 5: Set Your Billing and Cost Rates
Quick answer: Set rates in Teamwork.com before your team logs time. Go to People and use the Cost rate and Billable rate views to set each person's rates, then add role or client rates if needed.
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Best practices for Keeping Projects on Track in Teamwork.com
Start from a template or click Custom automation , choose a trigger in the When section and an action in the Then section.
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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.
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Create and Manage Project Templates
Build it out with task lists, tasks, and other items assigned to template members. Time logs, the Gantt chart, and Chat channels aren't available in templates, only on projects created from them.
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Enabling the Teamwork.com Document Editor
Quick answer: An owner company site administrator enables the Document Editor in Apps and integrations . Each user then enables it in My Apps and installs the desktop app for Mac OS or Windows.
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View and Use Workflows
⏳ This feature is in early release for some Teamwork.com accounts. ✔️ Available (with limits) on Basics, Accelerate, Optimize, and Enterprise plans. * See the "Workflows feature access" section in Workflows
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Manage Project Tabs and Navigation
Quick answer: Open a project, select More... in the project navigation, and choose Manage tabs .
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Create and Manage Custom Fields
Who Site admins (in the owner company) can create and manage all custom fields.
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How to update your working hours in Teamwork.com
Quick answer: To update your working hours in Teamwork.com, click your profile image, choose Edit My Details and go to the Essentials tab.
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Managing the Privacy of Events in the Calendar
You can choose from four privacy options: Only people in my company can see this - nobody in an external company will be able to see the event.
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Installing the Teamwork.com Extension in Visual Studio Code
Visual Studio Code is a code editor optimized for building and debugging web and cloud based applications.
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Search and Command Center
Before you start Quick search and advanced results include: Project items created or updated within the last 5 years. Items from projects you are a member of and have permission to view.
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View and Manage Proofs
Site admins can manage all proofs; standard users can view proofs in projects they're a member of. What View, edit, and delete proofs in Teamwork.com.
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Managing Site and Project Tags
Quick answer: To manage tags in Teamwork.com, click your profile icon, select Settings and go to the Tags subsection.
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Track Time Against Tasks and Projects
Quick answer: Select + Quick add in the main navigation menu and click Log time .
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Owner and Administrator Step 4: Import Your Existing Projects and People
What Bring your existing projects, tasks and people into Teamwork.com. Why Your team starts with their real work already in place, instead of an empty site.
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Time and Materials Project Budgets
Quick answer: In a project's Finance › Budgets tab, click Add project budget and choose Time & materials . Set a time or financial amount, a start date, and an end date (recommended).
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Changing Your Language and Localization Settings
Quick answer: To change your language and localization settings, click your profile avatar, select Edit my details and go to the Localization tab.
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Review and Approve Timesheets
Review logged time, billable and non-billable breakdowns, verification details, and approval status in one place.
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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.
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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.
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Setting and Editing Privacy on Files
Quick answer: Site and project administrators can set privacy on files when uploading them, or by selecting Edit File Details on an existing file in the project's Files area.
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Backups and Storage
Automated database snapshots: Daily Backup + Point in Time Restore. Automated Full Logical Backups. Encrypted Backups are additionally exported to secure Amazon locations.
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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