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  • 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.
  • Time Report
    Hover over a period to view the associated breakdown of hours. Click the labels at the top of the chart to show or hide billable, non-billable, or invoiced time from the chart.
  • 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.
  • 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.
  • Create an Invoice
    Go to a project and switch to the Finance tab. Select the Invoices tab. Click Add Invoice to open the invoice creation window. Click the relevant invoicing integration logo .
  • 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.
  • Using the TestMu AI Integration
    Within TestMu AI, you can log issues from your testing directly to your projects as tasks. You will first need to enable the integration in your TestMu AI account.
  • 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
  • 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 .
  • Create and Add to Portfolio Boards
    access to all Portfolio boards.
  • 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.
  • 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.
  • 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.
  • 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.
  • Manage Your Teamwork.com Subscription
    When You're ready to bring additional people into Teamwork.com. You want to reap the benefits of Teamwork.com's add-ons. You need to review your historical invoices.
  • Resolve Email Notification Issues
    Check your email client to see if the emails were flagged as junk or spam.
  • Project Template Privacy
    ✔ Available on legacy Enterprise subscriptions What Manage access to individual project templates using template privacy. Why Limit template access to key stakeholders.
  • Using the Gmail Add-on
    When you click the icon for the first time, you will be asked to log in to your Teamwork.com account and authorize access. You can also sign up to a new account.
  • Tagging Items
    Hover over the tag field and click the + icon to open the tag picker dropdown. Once you select a tag in the list, it will be applied to the task.
  • Pinning a Task List Open
    To pin an active task list and prevent it from being closed, click the options menu (three dots) to the right of the task list name.
  • Importing Users and Contacts
    Quick answer: To import users or contacts into Teamwork.com, select People in the left-hand navigation, click Import in the top right and choose users or contacts.
  • Hierarchy of Information in Teamwork.com
    Teamwork's data model is built around the client as the top-level entity.