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  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • 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 .
  • 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 .
  • Integration Options
    . 📝 The integrations available to you depend on your Teamwork.com subscription. Site integrations Some integrations can be enabled directly from your Teamwork.com account.
  • Notebook Versioning (Beta)
    Note: Only project members with access to the notebook and permission to edit notebooks can create and manage versions.
  • Adding Tasks and Unavailable Time to the Workload Planner
    ✔ Available on Grow and Scale subscriptions. 1 Within Teamwork.com, you can create tasks and add unavailable time to the Workload Planner to instantly view and manage the impact on a user's capacity. 🔑
  • Customizing and Sharing Table Views for Tasks
    You can choose which columns to display by clicking the plus icon to the right of the column headings. This will open a dropdown where you can toggle on and off individual property columns.
  • Teamwork.com Chrome Extension
    Save time by not having to jump directly to Teamwork.com each time you need to do something project related.
  • View and Use Workflows
    to projects you're a project admin on and also have the profile permission to manage workflows.
  • Retainer Project Budgets
    Scroll to the Project budget panel. Click the ... (ellipsis) in the panel's top right. Select Edit budget from the dropdown menu.
  • Creating and Modifying Project Items via Email
    To create items, you will need to find and copy the appropriate email address for that project and that type of item, for example: Tasks : 00000_00000@tasks.teamwork.com Messages : 00000_00000@messages.teamwork.com