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  • 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.
  • 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.
  • Using the LambdaTest Integration
    Within LambdaTest, you can log issues from your testing directly to your projects as tasks. You will first need to enable the integration in your LambdaTest 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.
  • My Projects Filtering
    Click the filters button in the top right to open the filters pane. Keyword Filter your list of projects by a particular word or phrase. Tags Filter the projects based on one or multiple tags.
  • Creating Tasks via Marker.io
    Entire page Click or press E to capture the entire page. Desktop Click or press D to capture your desktop. Browse your screenshots Click to open your Marker.io account.
  • Generating an Activity Report for Your Projects
    External company users need to be a site administrator to be able to generate it. Click the Projects option in the main navigation menu on the left of your site and select the List tab.
  • Connecting Your Teamwork.com Account to Sentry
    Within Sentry, you can connect your Teamwork.com account in order to associated tasks with Sentry issues.
  • Viewing Messages Across All Projects
    To view All Messages, click the More option in the main navigation menu on the left of your site and select Everything . In the Everything area, select the Messages tab from the horizontal menu. 
  • Milestones
    Followers: Choose people you wish to follow the milestone. These people will get updates relating to the milestone. Task lists Choose one, or multiple, task lists to attach to the milestone.
  • 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.
  • Manage Forms
    Select Export responses to CSV . A CSV file is created and downloaded to your device.
  • Viewing and Restoring Deleted Projects and Project Templates
    To view all projects, select the Projects option from the main navigation menu on the left of your site and go to the List subsection.
  • Requesting a Project Update
    In the project's Dashboard tab, you will see the current owner listed at the top of the project details pane on the left. Click the current owner's name and select the Request update option.
  • Generating Task List Time Reports
    Click the three dots to the right of the task list name. In the dropdown menu, hover over the Reports option and select Time Report .
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • Track and Manage Time in My Timesheet
    Scroll to the project or task you want to track time against. 💡 Don't see the task or project you need? Click Add project or task at the bottom of the timesheet to manually add it.
  • Create and Manage Board View Columns
    When Daily review : Start the day by using Board view to see what needs your attention first. Revisit Board view at the end of the day, moving tasks as necessary to indicate their up-to-date status.
  • 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 .