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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 .
  • 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.
  • 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.
  • Adding a Project Team
    Within Teamwork.com, you can create project teams that are specific to an individual project. Note: Project level teams are available on per-user Pro/Deliver subscriptions and above.
  • Microsoft Teams Automations
    Each person who wants to use Microsoft teams automations needs to set it up to use it. When If you are using Microsoft Teams and Teamwork.com.
  • Time Approvals
    permission to view time logs on.
  • 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.
  • 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 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.
  • 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.
  • 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. 
  • 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.
  • 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.
  • 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.
  • 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.
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • 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.
  • 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 .