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  • Categories
    Click the settings cog in the panel's top right. Next: Edit: Click the edit pencil on a category's right to update the category's name and associated color or to make it a top-level or subcategory.
  • 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.
  • My Work Table View
    Why Understand your day-to-day priorities at a glance. Create a custom view with the task details most relevant to you. Keep late tasks top of mind so they don't fall through the cracks.
  • Everything - Comments Filtering
    Click the More option in the main navigation menu and select Everything from the pop-out menu. In the Everything area, go to the Comments subsection.
  • Time Reminders
    Reduce workload for project managers ( we'll send the reminder so you don't have to chase people as often ). Improve overall efficiency helping to ensure project deadlines are met.
  • Creating and Managing Events in the Calendar
    To view the Calendar , select the More option in the main navigation menu on the left of your site and choose Calendar from the pop-out menu.
  • Using the Planned vs Actual Milestones Report
    At the top of the report, use the toggle option to switch to the Milestones view. In the report, you will see a series of columns highlighting important properties for each milestone.
  • Create Automations
    For example, time-based automations require the creator to have permission to view estimated time and view time log on the selected projects in order to run successfully.
  • Using the Planned vs Actual Tasks Report
    At the top of the report, use the toggle option to switch to the Tasks view. Site administrators will see all projects, while project administrators will only see projects where they are an admin.
  • Choosing Options for Your Calendar iCal Feed
    Within Teamwork.com, you can subscribe to your calendar via iCal and specify which items to include in the feed.
  • Logging Time to Harvest
    Within Teamwork.com, you can use the Harvest integration to track time on your projects and log the time entries to Harvest.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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, 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.