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  • Viewing and Editing Custom Reports
    Click the arrow to the left of the report type to expand the list of existing reports.
  • 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.
  • 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.
  • Switching Quickly Between Projects
    Within Teamwork.com, you can quickly move between your projects to access your most recent, starred or all projects.
  • 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.
  • Viewing Comments Across All Projects
    To view All Comments, click the More option in the main navigation menu on the left of your site and select Everything .
  • 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.
  • 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.
  • 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.
  • 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.
  • Resending a User Invite
    Within Teamwork.com, there are multiple ways to resend invitations to people added to your site.
  • 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.
  • 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.
  • Adding or Editing a Company
    Within Teamwork.com, you can create external companies to group certain users on your site.
  • 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.
  • 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.
  • 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.
  • 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.
  • Portfolio Triggers
    Standard users must be project admins to have additional rights to move projects between columns.)
  • Slack Automations
    Each person who wants to use Slack automations needs to set it up to use it.
  • Teamwork Chat Automations
    What Set up an automation (or automations) to automatically post messages in Teamwork Chat when a trigger event related to tasks occurs in Teamwork.com.