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  • Restoring Deleted Users and Contacts
    Click the More option in the left navigation menu on your site and select People from the pop-out menu. When viewing the People area, go to the People tab. 
  • Managing Tasks in the Calendar
    You can access the Calendar via the More option from the main navigation and selecting Calendar from the pop-out menu.
  • Milestones
    Create a milestone Try in-app Click Jump to in Teamwork.com's left navigation menu. Search for and select a project. Select the Milestones tab in the project navigation menu.
  • Working with the Schedule Projects View (Legacy)
    Click the arrow to the left of a project to expand and view the individual allocations for each user on that project.
  • Sharing a Saved Filter at Project Level
    If you share a project filter with a user who does not have access to the project they will not be able to view it.
  • View the Calendar
    You can use the controls in the top left to switch to a different month/week/year, go to the next or previous month, or jump to the current month.
  • Creating Recurring Events
    Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add event button in the top right of the Calendar area.
  • Deleting a Company
    Note: Only site administrators and users with permission to manage people & companies can delete a company. Click the More option in the main navigation menu and select People from the pop-out menu.
  • Enabling the Marker.io Integration
    To enable the integration, you will need to set up a Marker.io account and install the Marker.io browser extension: Chrome Firefox Microsoft Edge Once logged in to Marker.io, select the Connected accounts
  • Company - Projects Filtering
    Click the name of the relevant company in the list to open the company profile. Go to the Projects tab of the company profile.
  • Working with the Schedule People View (Legacy)
    To adjust the duration of an allocation, hover over the left or right side of the entry and drag it to a new position to increase or decrease the number of days on which it falls.
  • Skills
    When - You need to ensure the right expertise is assigned to specific work—beyond just their Role. - You need to differentiate between people holding the same Role.
  • Working with the Companies View
    Within Teamwork.com, you can view all of the companies added to your site. Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu.
  • View and Manage Proofs
    Use the Proofs area in Teamwork.com as a central hub for your team to manage both internal and external approvals. 🎓 Learn in-app: How proofs work View existing proofs in Teamwork.com Teamwork.com users
  • View, Edit, and, Delete Portfolio Boards
    Select Planning from the pop-out menu. You might find Planning pinned to the main navigation menu. Go to the Portfolio tab. 📝 Existing boards are displayed in a tile grid view.
  • Customizing Project Features and Navigation
    Top tabs The top tabs section allows you to prioritize any project features you want to be displayed as the main tabs that are always visible in your project's navigation menu.
  • Autosave in Teamwork.com
    When you add content to a notebook or message, your changes will be saved automatically when you stop typing.
  • Adding Contacts in the People Area
    Within Teamwork.com, you can create contacts on your site or individual projects to record a person's contact information. Note: Contacts cannot log in to your site.
  • Enabling Box.com on Your Site
    In the Integrations area, scroll to the Box.com section and click the Enable button You can choose to enable one Box.com account for your entire site or configure individual accounts for each project.
  • Connecting Teamwork.com to Userback
    Within Userback, you can connect your site to Teamwork.com and use the integration to create tasks when feedback is submitted.
  • Using the My Work List View
    You can use the view switches in the top right to change between list and table view. 
  • Editing Tasks in Table View
    Assignee Click the current assignee to open a pop-up modal where you can select one or multiple users, companies, or teams to assign to the task. 
  • Sharing a Saved Filter at Site Level
    One way to stop the filter from being updated on their side is for them to save their own version of it.
  • Add iCal Feeds in My Calendar
    Outlook Calendar Log in to your Google Calendar account. Scroll to My c Log in to your Outlook account. Navigate to the calendar. Select Calendar settings from the ribbon menu.
  • Importing Users and Contacts
    Within Teamwork.com, you can add multiple people quickly to your site as users or contacts by importing them in a CSV or vCard format.