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  • 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.
  • Sharing an Unsaved Filter at Project Level
    Note: If you share a project filter with a user who does not have access to the project they will not be able to view it.
  • Viewing a User's Upcoming Events
    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. 
  • Project Filtering - Comments
    Within Teamwork.com, you can filter the comments that have been posted by users to your project. Click the filters button in the top right to open the advanced filters pane.
  • Sharing Dashboards
    To edit an existing dashboard, click the Edit button in the top right when viewing the individual dashboard.
  • Connect Teamwork.com to Memtime
    Within Memtime, you can connect your site to Teamwork.com and use the integration to export time logs to tasks. ⚠️ Access to the Teamwork.com integration depends on your Memtime subscription.
  • 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.
  • Creating and Managing Allocations (Legacy)
    Click Save to add the allocation to your schedule.
  • Advanced Reporting (Beta)
    You can create and switch between up to eight views (tabs) along the top of your 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.
  • Filtering - Projects List View
    To view the projects list, select the Projects option from the main navigation menu. Click the filters button in the top right to open the filter options.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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 .
  • Creating and Managing Quotes
    When You need to outline scope, costs, and timelines to provide clients with a clear project proposal.
  • 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.