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  • Use Custom Fields
    and client users with the project permission to: Add tasks (allows users to apply custom fields to tasks and update their values.
  • Creating and Managing Events in the Calendar
    You can also click any day area within the calendar view to open the Add Event modal, and the event date will be preset to the day you clicked.
  • Adding Logos to your site
    In the settings area, go to the Logo tab where you will see an option for Site Logo . Click the image or the Change button below it to add/change the logo.
  • AI Credits Overview
    They resume when your credits refresh or you top up. No top-up needed: You can wait for your allocation to refresh on your next billing date.
  • Projects List View
    To change the width of a column, hover to the right of the column name to display the left right arrow. You can then drag and drop the arrow to expand or contract the column size. 
  • Time and Materials Project Budgets
    Prefer to manage resources week to week (or other increments)? Think of this as a way to run mini budgets throughout the project. ⚠️ Budgets in the same project cannot be active on overlapping dates.
  • Set Up Teamwork.com SSO in AD FS Management Portal
    You will need to send your AD FS server's metadata to Teamwork.com via an SSO submission request in order to complete your site's SSO setup.
  • Create an App in the Teamwork.com Developer Portal
    Navigate to your Developer Portal: https://{yourTeamwork.comURL}.com/developer . Click Create Your First App .
  • Sorting Files by Date
    The date sort order option allows you to sort files based on the date they were uploaded to your site. Click the sort option in the top right of the Files area and select Date from the dropdown.
  • Project Filtering - Links
    Quick answer: In your project's links area, click the filters button in the top right to open the advanced filters pane. Filter links by keyword , who created them , date added , or tags .
  • Using Embedded Teamwork Chat
    After your trial you will need to subscribe to a paid Teamwork Chat plan in order to use this feature.
  • 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.
  • Updating User Contact Details
    You need to be a site administrator or have permission to manage people and companies to edit other users.
  • Generating a MySQL Backup of Your Content
    Quick answer: To back up your Teamwork.com site, click your profile avatar, select Settings and go to the Export tab. Choose a start date, then click I'd like to create a new backup .
  • Editing and Deleting Tags
    Click a tag and use the pencil icon to rename it or change its color, select several tags to merge them, or click the trash can to delete them.
  • Link Multiple Teamwork.com Accounts
    Quick answer: To link Teamwork.com accounts, click your profile avatar, select Edit my details , go to the Account tab and select Link Teamwork.com Accounts .
  • Enabling the FreshBooks Integration for Your Site
    Quick answer: To connect FreshBooks to Teamwork.com, an owner company administrator clicks their profile avatar, selects Apps and integrations , scrolls to FreshBooks and clicks Enable .
  • 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.
  • 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.
  • Subscribing to a Webinar
    Quick answer: Click the Help icon in the top-right bar of your site, go to Resources › Webinars , and select Join Webinar on the one you want.
  • Portfolio Triggers
    Standard users must be project admins to have additional rights to move projects between columns.)
  • TeamworkAI Writing Assistant
    Who Any user who can access a supported editor (for example, task descriptions, messages, or notebooks).
  • 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.
  • Messages
    Open the project's Messages section to see, sort and filter messages, and click Add a Message to start a new one. How do I use messages in a Teamwork.com project?
  • 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.