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  • Create a Custom Report
    tasks Include data from archived projects Milestone Client Teams Milestone status Projects Assignees Include completed milestones Include data from archived projects Step 3: Set access permissions By default
  • Client Overview Tab
    The Overview tab is selected by default in the individual client view. The Overview is comprised of a series of widgets (outlined in the table below) .
  • Custom Items
    The section is added with a default label. Manage : Click the vertical ellipsis (three dots) on a section heading's right. Next, choose from: Rename Move the section up or down in the section order.
  • Manage User Project Permissions
    All options are toggled off by default — select which permissions you want to be turned on (and off) going forward. 📝 You cannot bulk set site administrators' project permissions.
  • Create a Proof
    This is the default selection.
  • Utilization Report
    The target defaults to 80%. Click Update .
  • Use Time Blocks in My Calendar
    The current date is populated by default. Enter a description. This is optional but can help add context about what your working on. Click Create time block .
  • Task List Budgets
    All time logs falling within with the active budget's dates are displayed by default.
  • Tasks Board View (New)
    The default sort is None — this allows you to drag and drop tasks within a stage to manually reorder them.
  • Create and Add to Portfolio Boards
    Create a private Portfolio board ✔ Available on Scale subscriptions 2 Request a demo ✔ Available on Scale subscriptions 2 Request a demo By default, all site admins and all standard users with the permission
  • Navigating Teamwork.com
    Note: Some core navigation items such as Home are pinned by default and cannot be unpinned. Pinning menu slide out panels Some navigation menu items open in an additional slide out panel.
  • HubSpot Automations
    . 💡 If a HubSpot account is already connected for automations, it is selected by default in the HubSpot automations builder. You can jump ahead to the Create an automation section on this page!
  • Getting Started as a Standard User in Teamwork.com
    By default, you can view your projects in the List section by using the See All Projects option at the bottom of the project pane.
  • Getting Started as a Site Administrator in Teamwork.com
    When you create a new project, it will have a task list created by default to help kick start your workflow. To add your own list, just click the Add Task List button in the top right.
  • Milestones
    By default the original milestone name will be used and appended with (copy). Copy milestone description Copy milestone tags Click Duplicate Milestone .