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  • Connect Claude to Teamwork.com through the MCP server
    Connect Claude to Teamwork.com using the MCP server to review project information and manage supported Teamwork.com work using natural language.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Connect ChatGPT to Teamwork.com through the MCP server
    Connect ChatGPT to Teamwork.com using the MCP server to review project information and manage supported Teamwork.com work using natural language.
  • 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.
  • 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.
  • 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.
  • 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.
  • Moving or Copying a Notebook to Another Project
    Within Teamwork.com, you can make copies of your notebooks or move them to another project.
  • Filtering Tasks by Desk Ticket
    Within Teamwork.com, you can filter the tasks on your project to only show tasks associated with a Teamwork Desk ticket .
  • Using the Quick Add Menu in the Teamwork.com Android App
    The quick add menu will allow you to add a: Project Events Message Start timer Time Task Add a project The project option in the quick add menu allows you to quickly add a new project to your site, giving
  • Locking a Notebook
    To lock a notebook, go to the Notebooks tab of your project. Hover over the notebook you want to edit, and you will see the Edit Notebook option.
  • Locking a File in a Project
    Within Teamwork.com, you can lock a file in a project to prevent other users from editing it. Go to the Files area of the relevant project and locate the relevant file.
  • Using the Google Docs Add-on
    In the add-ons modal, use the search field in the top right to search for Teamwork . Click the add-on card to open the details view.
  • Expense Summary Report
    Owner The person to whom the expense is associated. Category The category applied to the expense. Cost The total cost of the expense. Markup The percentage markup applied to the expense.