Search for "microsoft Teams" yielded 253 results
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Enterprise Sandbox Account
Create an isolated and secure learning environment for your team. When your Sandbox account is created, only the site owner will be copied automatically.
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Links
Within Teamwork.com, you can use the links area in each project to store and categorize links relating to your project as a resource for your team to build and use.
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Project Filtering - Tasks List View
Choose filters: Assignees (people or teams), client, dates, task status, priority, tags. More options (stages, date created, created by, exclude tags).
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HubSpot Automations
Why Reduce manual work as much as possible by eliminating the need for your team to remember to follow up in Teamwork.com as deals progress through their pipelines.
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Board Column Automations
actions Tag tasks Board column changes to "In Progress" no conditions Apply "Writing" tag Prioritize overdue tasks Board column changes to "Review" Due date has passed Set priority to high Alert the team
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Formula Custom Fields
You can build formulas that reflect your team’s unique workflows, goals, or KPIs. Gain greater reporting insights directly in Teamwork.com (without the need to export).
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Create and Manage Custom Fields
Capture all work to get a clear picture of what you (or your team) need to get done. Who Site admins (in the owner company) can create and manage all custom fields.
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Profitability Report
Type Filter the report based on budget type: All budget types Projects with retainer budgets Projects with standard budgets Users view Teams Filter the report based on users’ assigned teams.
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Outlook Calendar Integration
Scroll to Outlook Calendar and click Sign in with Microsoft . Step 2: Authorize Teamwork.com Select the Microsoft account you want to connect and sign in.
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Project Budget Expenses
Why Account for individual fixed costs (not related to your team's team's billable rates). Add expenses to be able to accurately track project profitability.
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Enabling the FreshBooks Integration for Your Site
After entering your login details for FreshBooks, you will be asked to accept their terms of service. Click Accept and continue to complete the setup.
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Tentative Projects
It allows teams to model capacity, budgets, and timelines before committing delivery work. Why Evaluate resource availability before committing. Model financial impact early.
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Create and Manage Board View Columns
Project and team meetings : Open Board view during team meetings and go through project progress, discussing any potential delays and making updates if necessary.
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Create Task Templates
Multiple assignees: Click Add More , then use the checkboxes to assign the task to one or multiple individuals, teams, or companies. Click Update . Choose later: Set a placeholder assignee role (ex.
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Using the Instabug Integration for Teamwork.com
By integrating Instabug with Teamwork.com, your team will have all the information needed to fix bugs pushed into a Teamwork.com task without the need to go back to your users to ask for more information
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Add a Link
users with the project permission: Add Links (allows the user to create and manage links) When Use links if you have a URL for information that is relevant to a project and a helpful resource for your team
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File Size and Storage Limits
If you would like to discuss your storage upgrade options, please contact our Sales team . For more information, see: Upgrading Your Teamwork.com Subscription
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Slack Automations
Increase team agility thanks to real-time custom notifications. Who Site admins, project admins, and standard users (all in the owner company) can set up automations.
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Adding Task Reminders
Click the assignee field to select alternative users, teams, or companies.
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Teamwork.com HubSpot App
What Connect your Teamwork.com and HubSpot accounts so that you and your team can link HubSpot items (ex. deals) to Teamwork.com items (ex. tasks) or create workflows to automate business processes between
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Connecting Your Teamwork.com Account to Unito
For any queries relating to the Unito integration, please contact the Unito support team . Within Unito, you can create a sync to your Teamwork.com site and connect it with other tools.
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Creating Tables in Notebooks
Within Teamwork.com, you can create tables within your notebooks so that you and your team can easily present text information and numerical data.
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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.
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Connect Client Emails
agent (allows users to create individual inboxes) Admin (allows users to create individual and shared inboxes) When You need to manage client contacts and requests centrally and allocate them to your team
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View Tracked Time
When, as a project manager, you want to report on a project's tracked time across all team members. What View time tracked against projects and tasks.