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Customizing and Sharing Table Views for Tasks
Within Teamwork.com, you can customize the layout and columns displayed in the tasks table view on your projects. -
Owner and Administrator Step 6: Build Your First Project Template
Plan note: The number of custom templates you can create depends on your plan. See Create and Manage Project Templates . How do I build a project template in Teamwork.com? 1. -
View, Edit, and, Delete Portfolio Boards
Project health Show projects based on their current health status. Tags Show projects based on their tags. -
Project Manager Step 7: Report, Invoice and Close Your First Month
on the Invoices tab and export it to Xero, FreshBooks or QuickBooks. -
Best practices for Pricing and Quoting Projects in Teamwork.com
Then choose Fixed price or Based on time and materials . -
Financial and Utilization Insights Report
What High-level dashboard highlighting key utilization, cost, revenue, and profit insights. Why Track and analyze financial performance and team utilization. -
Exporting an Invoice to FreshBooks and FreshBooks Classic
Quick answer: In your project's Finance area, open the Billing tab, select an invoice, and click Export Invoice . -
Reports FAQ - Utilization Report and Time Report
Track trends now lets you select all available columns, not just one, on the week or month view. -
Restoring Deleted Users and Contacts
Quick answer: To restore a deleted user or contact in Teamwork.com, click People in the left navigation and go to the People tab. -
Team Member Step 5: Set Up Your Notifications and the Mobile App
Choose desktop alerts, email notifications and the daily Project Report, then save. Notifications also appear in My work › Inbox . -
Owner and Administrator Step 1: How Teamwork.com Fits Together
Time logged on tasks is valued by your rates , tracked against the project budget and turned into invoices , so every hour can be reported back at client level. -
Send Emails from Tasks
When Use Comments via Email when you need client input on task work but do not want to add the client directly to Teamwork.com. ← Swipe to scroll Send emails directly from tasks using your connected Gmail -
Viewing and Restoring Deleted Project Items
Note: Only administrators and project administrators have access to the trash can. Hover over the project name and click the three dots on the right. -
Viewing and Editing Task Completion Dates
Within Teamwork.com, you can edit the completion date of tasks on your projects. Note: Only site and project administrators can edit the completion details. -
Change Your Site's Color and Light Theme
✔ Available on all subscriptions What Choose a color and/or light theme for your Teamwork.com site. Why Customize your site's look and feel. Apply your theme to your site's login screen. -
Uploading and Viewing Versions of a File
You can also click the options button and select Upload a New Version from the dropdown menu. -
Collapsing and Expanding Task Lists
Collapsing and expanding task lists can be done individually per task list or for all task lists at once. -
Use AI Assistants like Claude and ChatGPT with Teamwork.com through MCP
Use it to support everyday project management workflows, reduce repetitive admin, and get help acting on the information already managed in Teamwork.com. -
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). -
Managing Similar Messages
Quick answer: Click your profile avatar, select Settings , and go to Email › Similar Messages . -
Project Manager Step 6: Track Progress and Keep Everyone Updated
Quick answer: To track progress in Teamwork.com, check the project summary each week, filter tasks by due date to find late work, review logged time and Finance › Budgets , and post a short status update -
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. -
Adding Users
Quick answer: Click People in the left navigation menu, open the People tab, then click the arrow beside Invite Users and choose Add User . Only the user's name and email are mandatory. -
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.
