Search for "microsoft Teams" yielded 260 results
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View and Edit Custom Reports
Add users or teams. Choose the appropriate access level. Sync report data Open the custom report. Click Sync data to refresh the report results.
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Scheduled Reports
Who Site admins (can schedule all reports) Standard users (can schedule any report they have permission to view) When Give your team the information they need at the intervals they need it—without having
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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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Create and Manage Workflows
Why Effectively reflect the processes your team moves through when working on client projects. Improve efficiency by creating workflows relevant to multiple projects.
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Manage User Profile Permissions
Manage people and companies Allows the user to invite users to the site, manage users, create & manage companies (or clients) / teams / roles, manage user profile permissions, and manage users' project
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Enabling Teamwork Chat for Your Site
Within Teamwork.com, you can integrate your site with Teamwork Chat to interact with your team.
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Reporting Options for Teamwork.com
Utilization The utilization report shows how your team's time is currently being distributed in terms of their estimated and actual utilization.
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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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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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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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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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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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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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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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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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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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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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Everything Tasks (List) View
This helps you focus on your own work or review work across your team. Sort tasks Use the sort menu in the header to organize tasks by the field most relevant to your workflow.
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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 . Role: Set a named role as a task assignee (e.g.
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Reports Overview
Why Understand how work is progressing across projects and teams. Compare planned effort with actual delivery. Track time and cost performance for reporting or billing.
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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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Manage AI Teammates
They are designed for client-service teams managing delivery, planning, reporting, accountability, and operational follow-through across projects.