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  • Viewing Project Activity in the Dashboard
    The activity feed will be grouped by date, and you will also see a timestamp to the right of each item.
  • My Timesheet Calendar View
    Click Add task in the view's top right, then drag a task to a slot in the calendar to log time against it. Time entries are displayed in a calendar view based on their logged date.
  • Using the Task Details View in Table View
    The options available to you will depend on your project permissions: Estimated time - update the estimated time allocated to the task. Log time - log time to the task.
  • Invoice Status Report
    Notes The note or description added to the invoice. PO number The PO number added to the invoice. Created by The person who created the invoice.
  • Tag Options
    Within Teamwork.com, you can perform various actions in managing the tags you have added to your site.
  • Teamwork.com Beta Program
    To enable the Teamwork.com Beta Program for your site, click your profile icon in the bottom left corner of your site and select Settings from the pop-out menu.
  • Connecting Your Teamwork.com Account to SoftSync
    Note: The SoftSync integration is available to all paid Teamwork.com subscriptions. You will need to sign up to SoftSync to use the integration.
  • Exporting to Google Sheets
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can filter both tasks and time to export them from your site to Google Sheets.
  • Creating Custom Reports via Easy Insight
    You can use the filters in the top left to refine your report, for example only including one project.
  • Slack Integration Setup
    Not signed in to Slack? Click Sign in to install , then enter your Slack credentials. Click Add to Slack to start the setup process.
  • Resending a User Invite
    Within Teamwork.com, there are multiple ways to resend invitations to people added to your site.
  • Sharing an Unsaved Filter at Site Level
    Calendar Note: If you share a filter with a user who does not have access to the relevant area, they will not be able to view it.
  • Editing Post via Email Addresses
    Within Teamwork.com, you can customize the email addresses you use to post items such as tasks or messages to your projects.
  • Profile Filtering - Events
    Go to the People section of your site and select the relevant user to view their profile. While viewing their profile, go to the Events tab.
  • Adding or Editing a Company
    Within Teamwork.com, you can create external companies to group certain users on your site.
  • Setting Privacy on Tasks
    Within Teamwork.com, you can set the privacy on a task so that only certain people on the project are able to see it. Note: Subtasks inherit the privacy set for their associated parent task.
  • Custom Ordering Saved Filters
    This can help you to easily find the filters you use most or help to navigate large lists of saved filters quickly.
  • Portfolio Triggers
    Standard users must be project admins to have additional rights to move projects between columns.)
  • Change Your Site's Color and Light Theme
    Apply your theme to your site's login screen.
  • Add a Custom Logo to a Form
    Add a logo to a form To add a custom logo to a form: Click Jump to in the left navigation menu on your site. Search for and select a project. Switch to the Forms view in the project navigation menu.
  • Using Project Activity Digest Panels
    Within Teamwork.com, you can add project digest panels to your dashboards for a quick breakdown of your projects.
  • Downloading a Message
    Go to the Messages area of your project and select the relevant message by clicking the message title.
  • Create and Add to Portfolio Boards
    Click Save to add the column to your Portfolio board. Add a project to a Portfolio board 🔑 Reminder: Site admins and project admins can add projects to Portfolio board columns.
  • 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.
  • Using the Workload Planner
    Use Expand All or Collapse All in the top right to show or hide workload details for all users. Click Today to return to the current date view.