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Collapsing and Expanding Task Lists
Collapsing and expanding task lists can be done individually per task list or for all task lists at once. -
Completing and Reopening Tasks in List View
Within Teamwork.com, you can complete and reopen tasks at any stage. Completing tasks Once a task has been created, you will have the option to mark it as complete. -
Connect Client Emails
clients and their email domains). -
Adding Contacts in the People Area
To add a new contact, select the More option in the main navigation menu on the left of your site and choose People from the pop-out menu. -
Import or Export Projects via Microsoft Project
✔ Available on Grow and Scale subscriptions 1 Microsoft Project is a project and portfolio management solution that enables you to develop schedules, assign resources, and track progress. -
Adding Users
The Add User option allows you to create an individual user on your site and populate all of their details without necessarily sending them an invitation . -
Setting up Teamwork.com SSO in Google Workspace
Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription. -
Inviting People to Your Teamwork.com Site
After adding the names and email addresses, you can select the company and user type for the new user(s). -
Messages
Within Teamwork.com, you can use messages on your projects to discuss ideas as a team, post a question or suggestion, and everyone can add their reply to the thread. -
Working with the WYSIWYG Editor in Messages and Comments
Within Teamwork.com, you can use the WYSIWYG (what you see is what you get) editor for messages and comments. Messages Clear formatting Formats. -
Requesting a Project Update
✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can request a project update from the owner of the project. -
Setting Up Teamwork.com SSO in Okta
Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription. -
Create an iCal Feed from Teamwork.com to Google Calendar
To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar . -
Adding Followers to Project Items
Click Add More to update the selection. Note: Notifying a user via email will also add them as a follower on the message as a default. -
Update Your Subscription Payment Details
Display your company information on your subscription invoices. Add a dedicated company email address where subscription invoices should be sent. -
Managing Similar Messages
Within Teamwork.com, you can specify how you would like messages that are sent via email to be posted, and if you would like to group them based on the subject. -
Task Lists
Within Teamwork.com, you can add task lists in a project to group tasks together. Note: You can't add a task to a project without adding it to a task list. -
Viewing a Notebook (Beta)
Search for and select a project. Switch to the Notebooks section. Click a notebook title to open it in view mode. -
Set Up Teamwork.com SSO in OneLogin
Note: Teamwork.com’s SSO offering is part of the paid Advanced Security add-on which you can purchase in addition to your Teamwork.com subscription. -
Adding Tasks in List View
Within Teamwork.com, you can create individual tasks in the task lists on your projects. To add a new task, go to the List area of your project. -
Create an iCal Feed from Teamwork.com to Your iPhone Calendar
Within Teamwork.com, you can subscribe to your Teamwork.com calendar on your iPhone via iCal feed. -
Adding a Site Logo
Within Teamwork.com, you can add a custom logo to your site to be used in email notifications and your Teamwork.com login screen. -
Viewing Project Details in the Dashboard
In the Dashboard tab, the project details pane is located on the left-hand side. -
Setting Recurring Task Reminders
Within Teamwork.com, you can set reminders on tasks so that when you set the task to repeat, the reminder also repeats. Note: Recurring reminders can only be set on tasks that are set to repeat . -
Create a Form
Who Site admins can create, view, and manage forms on any project. Project admins can create, view, and manage forms on projects they're an admin on.
