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Search for "microsoft Teams" yielded 246 results

  • 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.
  • 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
  • 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.
  • 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).
  • 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.
  • 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.
  • Create and Manage Quotes
    . 📝 After exporting or sending a quote, set it to Open so the team knows it is awaiting a client response. Export a quote Export from the list or from within an open quote.
  • 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.
  • Time Tracking Introduction
    . ← Swipe to scroll Time tracking takeaways Communicate Explain the value of time tracking to leadership and teams. Example: Accurate invoicing without wasted effort.
  • 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.
  • 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.
  • 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.
  • 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
  • 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
  • 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
  • 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.
  • Adding Task Reminders
    Click the assignee field to select alternative users, teams, or companies.
  • 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
  • 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.
  • 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.
  • 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.
  • 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
  • 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.
  • People Filtering - Tasks
    Include tasks assigned to a company Include tasks assigned to teams Include blocked tasks - show tasks that are blocked from being completed by subtasks or dependencies.
  • Using Status Updates
    Requesting a team member's status You can also request status updates from individual users, in the Overview tab of the Statuses area.