Knowledge Base

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AI Features and Credit Usage
What A catalogue of the AI capabilities in Teamwork.com, showing which ones use AI credits, roughly how many credits they use, and which everyday AI features are included in your plan at no credit cost
Completing and Reopening Tasks via Email
Within Teamwork.com, you can complete and reopen tasks via email. Note: Only users with permission to Add Tasks on the project can complete and reopen tasks via email.
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 .
Integration Options
Quick answer: Teamwork.com offers built-in and third-party integrations. Site owners and owner company site administrators turn on site integrations from Apps and integrations in the profile menu.
Bulk Manage Users and Permissions
Click Set permissions in the bulk actions toolbar at the top of the list. Select a permission from the dropdown and click Add. Repeat for each permission you need to update.
Project Manager Step 3: Estimate and Schedule the Work
Quick answer: To estimate and schedule work in Teamwork.com, add a time estimate to every task, check dates and dependencies on the project timeline, and use the Workload planner to make sure nobody is
Adding Tasks and Unavailable Time to the Workload Planner
Within Teamwork.com, you can create tasks and add unavailable time to the Workload Planner to instantly view and manage the impact on a user's capacity. 🔑 Client users and collaborators cannot access
Importing Users and Contacts
Quick answer: To import users or contacts into Teamwork.com, select People in the left-hand navigation, click Import in the top right and choose users or contacts.
Enabling the SharePoint Integration for a Project
✔ Available on Accelerate, Optimize, and Enterprise plans * SharePoint is a web-based document management and storage system that enables you to share files and resources.
Adding SMS, Email, and Mobile Push Reminders for Events
Quick answer: Add reminders to a calendar event in its Reminders tab by clicking Add a Reminder , then choose the type ( email , SMS , or mobile push ) and how far in advance to send it.
Editing and Deleting Tags
Quick answer: Site administrators in the owner company can manage tags in Settings › Tags .
Edit and Export Invoices
Why Editing and updating invoices is a normal part of the billing process and helps ensure that you are accurately billing customers and receiving payment in a timely manner.
Collapsing and Expanding Subtasks
Within Teamwork.com, you can expand and collapse subtasks depending on whether you want them to be visible.
Reviewing Your Unread Messages and Comments
Quick answer: Review unread messages and comments from the notification bell at the bottom of the main navigation menu, your Inbox in the Home area, a project's Digest panel on its Dashboard, or the Messages
Using Templates and Default Settings for Your Site
Quick answer: To manage templates and default settings in Teamwork.com, click your profile icon, select Settings and open the Templates subsection.
Enabling the SharePoint Integration for Your Site
A Global Microsoft 365 administrator is required to enable their company SharePoint account in Teamwork.com's site settings.
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
Quick answer: To build a project template in Teamwork.com, select Projects , open the Templates tab and select Create a template › Start from scratch .
View, Edit, and, Delete Portfolio Boards
Keep Portfolio boards up to date in line with current processes. Make changes when necessary and delete boards no longer required.
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.
Financial and Utilization Insights Report
Who Site admins (in the owner company) can access the financial insights report and view project & profitability data for all of the site's projects and people.
Reports FAQ - Utilization Report and Time Report
, Scheduled Reports, Exports, and Advanced Reporting.
Create a Proof
Whether the file in question is an offline document located on your computer or is an online document, add it to a proof for review and approval .
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.
Project Manager Step 7: Report, Invoice and Close Your First Month
Quick answer: To close a month in Teamwork.com, make sure all time is logged and approved , review the Budgets tab and the Profitability panel in the project's Finance section, then create the invoice

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