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  • Slack Automations
    Each person who wants to use Slack automations needs to set it up to use it.
  • Teamwork Chat Automations
    What Set up an automation (or automations) to automatically post messages in Teamwork Chat when a trigger event related to tasks occurs in Teamwork.com.
  • Change Your Site's Color and Light Theme
    Apply your theme to your site's login screen.
  • Add a Custom Logo to a Form
    Add a logo to a form To add a custom logo to a form: Click Jump to in the left navigation menu on your site. Search for and select a project. Switch to the Forms view in the project navigation menu.
  • Teamwork.com Referral Program
    Select Settings from the pop-out menu. Click the Referral tab. Select About from the left navigation menu. Scroll to Your Unique Referral Link .
  • Using Project Activity Digest Panels
    Within Teamwork.com, you can add project digest panels to your dashboards for a quick breakdown of your projects.
  • Downloading a Message
    Go to the Messages area of your project and select the relevant message by clicking the message title.
  • Create and Add to Portfolio Boards
    Click Save to add the column to your Portfolio board. Add a project to a Portfolio board 🔑 Reminder: Site admins and project admins can add projects to Portfolio board columns.
  • Create an iCal Feed from Teamwork.com to Outlook
    Within Teamwork.com, you can export your calendar to Outlook using iCal feeds.
  • Saving Filters
    Once you have some filter parameters applied to an area, click the Save Filter option in the active filter banner at the top of the page.
  • Viewing Your Projects
    Each project has a View details option to the right. Clicking this will show you a timeline of activity on the project for the past 30 days.
  • Manage Forms
    Select Export responses to CSV . A CSV file is created and downloaded to your device.
  • Create a Custom Report Chart
    What Create and display chart visualizations to showcase data from your custom reports.
  • Advanced Dashboards
    or pick custom filters specific to the panel.
  • People Filtering - Projects
    Within Teamwork.com, you can filter the projects assigned to a particular person. Go to the People section of your site and select the relevant user to view their profile.
  • Everything - Notebooks Filtering
    Click the filters button in the top right to open the filters pane. Keyword You can use this to filter your results down to the search term entered.
  • Projects
    Within Teamwork.com, you can use projects as central hubs to manage all of the components relating to what your team are working on.
  • Activity Filtering
    Click the filters button in the top right to open the filters pane. Project Choose which project(s) you want to include in the activity feed.
  • Using Tasks Breakdown Panels
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can and tasks breakdown panels to your custom dashboards.
  • Time Report
    Scroll to the Teamwork reports section. Select Time . Alternatively, use the search field to locate the report.
  • Projects Chart View
    & milestones (allows users to see that project's milestones in the Chart) Add milestones (allows users to edit that project's milestones from Chart view) When Any time you need to see how project timelines
  • Project Filtering - Links
    Within Teamwork.com, you can filter the links that have been added to your project. Click the filters button in the top right to open the advanced filters pane.
  • Moving or Copying Files
    Go to the Files area of your project and hover over the relevant file to reveal the additional file options.
  • Everything - Links Filtering
    To view Links across all Projects, click the More option in the main navigation menu on the left of your site and select Everything .
  • Project Filtering - Messages
    Within Teamwork.com, you can filter the messages that have been posted by users to your project. Click the filters button in the top right to open the advanced filters pane.