Menu

Knowledge Base

Search for "microsoft office add-in" yielded 670 results

  • Using Status Updates
    Within Teamwork.com, you can update your status as a way of letting other people know what you're working on, or a quick note of whether you're in office or going to be away from your desk for a while.
  • General Site Settings
    To access your general site settings, click your profile icon in the bottom left of your site and select Settings from the menu. In the Settings area, go to the General subsection.
  • Enabling the Marker.io Integration
    Marker.io enables you and your team to collect visual feedback about your website from clients and other stakeholders.
  • Outlook Calendar Integration
    All-day events (e.g. out-of-office): Appear in the all-day panel in My calendar . Are treated as unavailable time in Planning views.
  • Enabling the OneDrive Integration on Your Site
    OneDrive is a file hosting and synchronization service that enables you to store and share files.
  • Purchase a Teamwork.com Subscription
    Who Site admins (in the owner company) on free or trial accounts can purchase and manage subscriptions.
  • Automations - Supported Actions
    Previous task A task created or copied earlier in the automation. ⚠️ Previous task is only available when an earlier action in the same automation creates or copies a task.
  • 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.
  • 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
  • Plan Capacity with Outlook Calendar Events
    Managers and admins plan work using synced events in Workload Planner and Schedule.
  • Mapping Teamwork's PSA Product Hierarchy to Professional Services Use Cases - Reference Guide
    Productivity: Google Workspace, Slack, Microsoft Teams, Microsoft Office & Outlook, SharePoint, Jira, Dropbox, Box, Zapier.
  • Plan Capacity with Google Calendar Events
    Managers and admins use these synced events to plan accurately in Workload Planner and Schedule.
  • Multi-currency
    User rates can be stored in one currency and converted where needed using exchange rates.
  • Integrating with Yoxel
    Within Teamwork.com, you can enable the Yoxel integration on your site which allows you to quickly sync your Teamwork.com calendar and tasks with Google Apps and Outlook.
  • 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
  • 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.
  • Teamwork.com Plans: Feature Comparison
    This Teamwork.com pricing and feature comparison guide breaks down what’s included in each plan so you can choose the right option for your team.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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 .
  • 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.
  • Quickly Adding Subtasks
    Within Teamwork.com, you can quickly add multiple subtasks to a task on your project.
  • 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.