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  • Notes About Our Security Protocols
    Included files cannot be linked to directly. Query parameter checking is used everywhere to type-check and secure against SQL injection attacks.
  • View and Edit Custom Reports
    In the report builder, you can update the report name, date range and filters, columns, charts, and permissions. Duplicate a custom report Go to Reports . Click the three-dot menu on the report card.
  • Enabling the Google Drive Integration on Your Site
    Files are only synced at project level, not when you enable it for the site. Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • Viewing Your Recent Items
    Supported recent activity items Projects Messages Files Milestones Comments Links Task lists Notebooks Tasks and subtasks Forms Supported recent activity items Projects Messages Files Milestones Comments
  • Use AI Teammates
    Use Search and Filter to narrow what you see. Check Trigger , Start time , and Duration for timing details.
  • Sync Project Data to HubSpot Objects
    Click Add filter in the left panel. Select Deal properties . Search for and select Project ID . Set the condition to is known . Click Save .
  • Custom Items
    Filter the table to show only items that match specific criteria. 📝 View preferences (grouping, sorting, filtering) are stored locally for each user.
  • Connect Client Emails
    . 📝 We recommend choosing this option for more control over the emails filtered into the inbox — a ticket reaches the inbox if a) the sender already exists as a Desk customer and is associated with a
  • Adding People to a Project
    Click the filters button at the top of the modal to view the user filtering options. These toggles will determine which users are selectable in the People and Teams tabs of the modal.
  • Setting & Managing Task Dependencies
    You can filter the tasks to a specific task list by selecting the list from the left panel or choose a different project using the dropdown above the lists.
  • Setting Cross Project Dependencies
    In the predecessors modal, you will see a dropdown in the top left where you can filter to another project.
  • Roles
    Planning and reporting Roles can be used to filter, group, and understand work distribution and capacity across planning views. Rates Roles support downstream rate workflows.
  • Creating Custom Reports via Easy Insight
    You can use the filters in the top left to refine your report, for example only including one project.
  • Working with the Companies View
    You can use the Quick Search area to start typing any part of a company name, and the list will automatically be filtered with the results that match what you type.
  • Manage TeamworkAI Settings
    Task filter: Controls whether natural-language task filtering is available. Task summary: Controls whether task summaries are available.
  • Navigating the Teamwork.com Android App
    Use the filter option to search for a specific task name. Additionally you can: Tap a task name to open a full detailed view. Tap the circle to the left of a task name to complete a task.
  • Financial and Utilization Insights Report
    & materials : estimated billable time * billable rates Fixed fee budget : fixed fee amount Retainer : retainer fee Cost: (estimated logged time * cost rate) + expenses logged in advance Navigate and filter
  • My Calendar
    . 💡 Use filters to hide subtasks from view. Repeat The task is part of a repeating task series. Active Hover over a task and click the checkmark to complete the task.
  • Installing the Teamwork.com Extension in Visual Studio Code
    If you do not yet have any folders or files created in Visual Studio Code, you will receive an error when attempting to click the Select Project for Repository option.
  • Create and Manage Custom Fields
    What Create custom fields to track, manage, and filter project, task, and client information that's unique to your business needs.
  • Reconnecting the Google Drive Integration
    Google Drive is a file storage platform that enables you to store, share and collaborate on files and folders.
  • Use My Tasks List View
    Customizing list view  Click the filters button ( ) at the top of the view to access additional settings where you can customize which items are shown.
  • Using the Make Integration
    Go to the Templates section of your Make account and use the search field in the top right to filter to both Teamwork and Slack . Select the template from the results list.
  • Adding Followers to Project Items
    If you have a filter applied when attempting to bulk edit tasks, it will only bulk edit those tasks found via the filter, not all tasks on the project.
  • Enabling Box.com on Your Site
    Files sync at project level. How do I enable Box.com for my site? Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.