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  • Editing Tasks in Table View
    Assignee Click the current assignee to open a pop-up modal where you can select one or multiple users, companies, or teams to assign to the task. 
  • Sharing a Saved Filter at Site Level
    One way to stop the filter from being updated on their side is for them to save their own version of it.
  • Add iCal Feeds in My Calendar
    Outlook Calendar Log in to your Google Calendar account. Scroll to My c Log in to your Outlook account. Navigate to the calendar. Select Calendar settings from the ribbon menu.
  • Importing Users and Contacts
    Within Teamwork.com, you can add multiple people quickly to your site as users or contacts by importing them in a CSV or vCard format.
  • Deleting Files
    Note: The ability to delete files requires you to have the project permission to add files. Click the More option in the main navigation menu and select Everything from the pop-out menu.
  • Estimated Time
    Standard users and client users with the project permission View estimated time (allows users to view estimates on tasks they have access to on a project) Add tasks (allows users to set and manage estimated
  • NetSuite Integration
    Locations Enforced, with “None - Default to Own” Restriction: All Timelogs will default to the location assigned to the user’s role.
  • Downloading a Copy of a Notebook
    Go to the Notebooks area of your project and select the notebook you want to download. In the notebook details view, click the Versions button in the top right and select the relevant version.
  • Enabling the LambdaTest Integration
    Within LambdaTest, you can connect your Teamwork.com account to log issues from your tests as tasks. To enable the integration, you will first need to set up a LambdaTest account.
  • Adding Followers to Project Items
    Click the Follow option to add yourself as a follower of the task or click Manage to manage all followers.
  • Enabling the Google Drive Integration on Your Site
    When an owner company site administrator clicks the Google Drive option, they will be given an option to Go to Settings to manage the integration.
  • Personal Tasks
    Your Personal Tasks panel will be accessible to you at the top of the Tasks tab of your profile . Note: Your personal tasks are only visible to you.
  • Using Filters in Reports
    To access the Reports area, click the More option in the main navigation menu on the left of your site and select Reports from the pop-out menu.
  • Enabling Your Daily Report Email
    The report contains a list of: Milestones assigned to you that are late or upcoming (their start or due date is within the next 14 days) Tasks assigned to you that are late or upcoming All events that
  • Projects List View
    The toolbar at the top of the projects list allows you to search, filter and refine your view. Search Search based on project name or associated company to refine your projects list.
  • Teamwork.com Beta Program - Gantt Chart Overhaul
    Enabling Gantt Chart Overhaul To enable the feature, click your profile icon in the bottom left corner of your site and select Settings from the pop-out menu.
  • Using Project Health Reports
    The budget usage bar color will change from green, to yellow, to red depending on how much of the budget is used.
  • Exporting the Gantt Chart
    Within Teamwork.com, you can export the Gantt chart from an individual project to either Microsoft Project or Gantt Project. To export the Gantt chart, go to the List area of your project.
  • Using Your Personal Inbox
    Use the left and right arrows in the top right of the preview view to move to the next inbox item.
  • Completed Projects
    Select the Projects option from the main navigation menu on the left of your site and go to the List subsection.
  • Calendar
    Within Teamwork.com, you can use the Calendar area to view and manage events. 📣 PSA! We've made something even better.
  • Everything - All Active Tasks Filtering
    Click the filters button in the top right to open the advanced filters pane and access additional filter options.
  • 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.
  • Installing the TaskReviewer Chrome Extension
    The TaskReviewer browser extension for Google Chrome and Microsoft Edge enables you to create reviews of media assets for your team to give feedback on and approve.
  • Uploading Files Directly to Your Integrated Storage Apps
    ✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can upload files directly to your integrated storage apps such as Dropbox and Google Drive.