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  • Creating Custom Reports via Easy Insight
    While viewing the Teamwork.com subsection of your data sources, click the Create option in the top left and select Create Report .
  • Manage User Project Permissions
    View messages & files Allows the user to access the project's Messages and Files sections and view existing items in those areas. - Add messages Allows the user to make changes to messages and post new
  • Manage Your Teamwork.com Subscription
    Enhance your team's experience with the advanced features of add-ons. Who Site admins (in the owner company) can create and manage subscriptions.
  • 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.
  • 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. 
  • Create an Invoice
    Billable total = number of hours logged * the user's billable rate Create an invoice Click Jump to in Teamwork.com's left navigation menu. Search for and select a project.
  • Create an iCal Feed from Teamwork.com to Your iPhone Calendar
    To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar .
  • Adding Extra Email Addresses
    Within Teamwork.com, you can add alternative email addresses to your profile. Click your profile avatar in the bottom left of your site and select Edit my details from the pop-out menu.
  • Adding a Project Announcement
    Within Teamwork.com, you can add an announcement to your project which will display in the project's Dashboard area.
  • Messages
    In the Messages section of each project, you will see a list of the current messages which you can sort by date, or whether they are unread.
  • Using Keyboard Shortcuts
    You can view a list of the available shortcuts via the Help menu in the bottom left of the main navigation.
  • Creating Tasks via Email
    Locate a project's tasks email address In the List area of your project, click the options button (three dots) in the top right and select Post Tasks via Email from the dropdown menu.
  • People
    You will be able to interact with them on projects and project items such as tasks and messages. You can control what each user can see and do in each of their projects.
  • Using the Numerics Integration
    Within the Numerics app, you can add Teamwork.com as a widget to build dashboards related to your projects. Click the + icon in the top right of the app's home area to create a new dashboard.
  • Tentative Projects
    Click the downward arrow on the Add allocation button in the view's top right. Select Add tentative project . Enter a project name.
  • 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.
  • Adding or Editing a Company
    To view the Companies area, click the More option in the main navigation menu on the left of your site and select People .
  • Editing Event Types
    Within Teamwork.com, you can edit the event types available in your site calendar. Note: To add or edit event types, you will need to be a site administrator.
  • Creating a Notebook
    Within Teamwork.com, you can create notebooks in your projects as a way to store notes and important project information.
  • Collaborators
    When Anytime you need someone to interact with a project in limited capacity. Ex.
  • Adding a Link via Email
    Within Teamwork.com, you can you can add links to your projects via email. Note: Any project members with the project permission to Add Links can use the post via email feature.
  • Create a Form
    Search for and select a project. Switch to the Forms view from the project's navigation bar. The Forms tab might be hidden under the More... option. Click Add form in the view's top right.
  • Quickly Adding Subtasks
    Within Teamwork.com, you can quickly add multiple subtasks to a task on your project.
  • Adding a Custom Message to Invite Emails
    Within Teamwork.com, you can add a custom message to the invites you send to people you are adding to your site.
  • Project Administrators
    Change project settings such as: Active / archived status Project announcement Project description Project logo Project start tab Add users to the project: If they are in the Owner company - they will