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Exporting the Gantt Chart
Within Teamwork.com, you can export the Gantt chart from an individual project to either Microsoft Project or Gantt Project. To export the Gantt chart, go to the List area of your project.
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Linking Files from Integrated Storage Accounts to Your Projects
If you have enabled the integration with Dropbox, Google Drive, Box.com or Microsoft OneDrive (personal), people on your project with the appropriate permissions will be able to browse the folder you have
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Supported Browsers to Use with Teamwork.com
Supported browsers includes the latest two version of: Google Chrome Safari Firefox Microsoft Edge Opera Browsers not supported: Internet Explorer 6 - 11 📝 As of January 12, 2016 Microsoft has ended support
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Plan Capacity with Outlook Calendar Events
Managers and admins plan work using synced events in Workload Planner and Schedule.
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Plan Capacity with Google Calendar Events
Managers and admins use these synced events to plan accurately in Workload Planner and Schedule.
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Integrating with Yoxel
✔ Available on Starter, Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can enable the Yoxel integration on your site which allows you to quickly sync your Teamwork.com calendar and tasks
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Multi-currency
You can also add billable rates in any other active site currencies.
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Exporting Users to Excel
Within Teamwork.com, you can export users from your site to Microsoft Excel. Click the More option in the main navigation menu and select People from the pop-out menu.
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Estimated Time
The subsections below step through using estimated time in each of a project's task views (Table, List, Board). Table view Try in-app Click Jump to in Teamwork.com's main navigation menu.
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Generating Task List Time Reports
Individual task list reports can be generated in Table or List based task views. Click the three dots to the right of the task list name.
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Editing a Notebook
You can also click the notebook's name to view it, and then click the Edit Content button in the top right.
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Adding People to a Project
Go to the People area of your project and click the Add People button in the top right to add one or multiple new project members.
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Adding Project Updates
Permission to view and add project updates can be enabled in individual user or collaborator's project permissions . Adding a project update You can add an update via the project options menu .
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Create an Invoice
Click Add Invoice . A zero-value invoice is created in both Teamwork.com and the chosen accounting platform. The Teamwork.com invoice ID follows the naming format used by the integrated platform.
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Quickly Adding Subtasks
Within Teamwork.com, you can quickly add multiple subtasks to a task on your project.
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Editing a Notebook (Beta)
Alternatively, click the options button (three dots) in the bottom right and select the This is just a little change checkbox to be able to update the changes as part of the existing version.
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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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Automations - Supported Actions
Within Teamwork.com, you can use actions when creating automations to help streamline your processes in creating and managing tasks.
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Working with Repeating Tasks
Note: If any future tasks in the series have dates that have already passed by the time you are completing the existing task, these tasks will be skipped and the most imminent upcoming task will be created
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Inviting People to Your Teamwork.com Site
To view the People area, click the More option in the main navigation menu on the left of your site and select People . In the People area, select the People tab from the horizontal menu to view.
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Create Automations
Ensure that people are notified of key events (and that they're notified in a timely manner). No more playing messenger!
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Quickly Inviting Multiple People to Your Site
To view the People area, click the More option in the main navigation menu on the left of your site and select People . In the People area, select the People tab from the horizontal menu to view.
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Requesting a Project Update
✔️ Available on Deliver, Grow, and Scale subscriptions 1 Within Teamwork.com, you can request a project update from the owner of the project.
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Using Keyboard Shortcuts
Click the Help option and select the Keyboard Shortcuts option in the additional pop-out menu.
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Use File Attachments with Forms
Example: If you have a form for submitting bug reports, add file attachments to let people easily add screenshots showcasing the area they're referencing in their bug reports.