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  • Project Filtering - Messages
    Within Teamwork.com, you can filter the messages that have been posted by users to your project. Click the filters button in the top right to open the advanced filters pane.
  • Project Filtering - Notebooks
    Within Teamwork.com, you can filter the notebooks that have been added to your project. Click the filters button in the top right to open the advanced filters pane.
  • Project Filtering - Links
    Within Teamwork.com, you can filter the links that have been added to your project. Click the filters button in the top right to open the advanced filters pane.
  • Changing the Creator of a Task
    Go to the List area of your project and select the relevant task to open the task details view.
  • Viewing All Archived Projects
    You cannot make any changes to them. You can, however, open the projects and export reports from them.
  • Time Report
    Scroll to the Teamwork reports section. Select Time . Alternatively, use the search field to locate the report.
  • My Timesheet Sheet View
    Populate the current week with tasks and projects you want to log time to: Add project or task: Select an individual project or task to populate in the timesheet.
  • Using the Make Integration
    Using Make allows you to connect Teamwork.com to any service in Make's list of supported apps and services , allowing you to create multi-step integrations.
  • Budget Insights Report
    How the hierarchy works The report is organised into four levels: Client (top-level grouping) Project (projects belonging to that client) Budget (time and materials, fixed fee, or retainer) Task list budgets
  • QuickBooks Online Basic
    When You're tracking time and expenses in Teamwork.com and need to export the data to QuickBooks Online. What Export Teamwork.com project invoices directly to QuickBooks Online.
  • Everything - Files Filtering
    Click the Filters button in the top right of the page to open the filters pane. Keyword You can use this to filter your results down to the search term entered.
  • Project Filtering - Files
    Within Teamwork.com, you can filter the files that have been added to your project. Click the filters button in the top right to open the advanced filters pane.
  • Working with Dashboard Metrics Panels
    Note: The Dashboards section is not available to collaborators . Whether creating a new dashboard or customizing an existing one , you can select the most relevant metrics to include.
  • Viewing Your Starred Projects
    Across multiple areas of the app, you will see a star icon to the left or right of the project name. Click the star icon to mark it as starred, highlighting it yellow.
  • Create an iCal Feed from Teamwork.com to Google Calendar
    Within Teamwork.com, you can export the site-level calendar as an iCal feed to import to your Google Calendar. 📣 PSA! We've made something even better.
  • Impersonate a User
    What Impersonate a user to see how they experience your site. Why See a user's current feature and project access. Understand the impact of granting specific permissions to a user.
  • Edit and Export Invoices
    To move items to a different invoice, click the three dots to the right of the billable time log or expense, and click move to another invoice .
  • Updating Your Status via Email
    To do this, you can email the unique email address for your site related to status updates. To view Statuses, click the More option from the main navigation and select People from the dropdown menu.
  • Advanced Reporting (Beta)
    You can create and switch between up to eight views (tabs) along the top of your report.
  • Track Time with Timers
    Stop / Log time ( ) Stop a timer and log the tracked time. Edit Hover over a timer and select the pencil to update the associated project, task, or description.
  • Using the Gmail Add-on on iOS
    Note: You will need to install the add-on for your Gmail account in order for it to display in the mobile app. Scroll to the bottom of an email thread to access your add-ons.
  • Adding People to a Project
    Within Teamwork.com, you can add new users to your project to help you progress and collaborate on it. Note: Only site administrators and project administrators are able to add people to a project.
  • Everything - Messages Filtering
    Click the filters button in the top right to open the filters pane. Keyword You can use this to filter your results down to the search term entered.
  • Generating Task List Reports
    Reporting on all task lists To generate a report of all task lists on your project, go to the project's Table or List area.
  • Collapsing and Expanding Task Lists
    Within Teamwork.com, you can collapse a task list to hide the individual tasks it contains. Collapsing and expanding task lists can be done individually per task list or for all task lists at once.