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  • Project Administrators
    Note: Client users and collaborators cannot be made a project administrator on a project. Project administrator permissions Grant permissions to users on a project.
  • Adding People to a Project
    Within Teamwork.com, you can add new users to your project to help you progress and collaborate on it. Note: Only site administrators and project administrators are able to add people to a project.
  • Editing a Task
    Within Teamwork.com, you can easily edit existing tasks on your projects to keep details up-to-date.
  • Adding a Project Team
    Note: Project level teams are available on per-user Pro/Deliver subscriptions and above. Go to the People area of the relevant project and select the Teams subsection.
  • Tagging Items
    Within Teamwork.com, you can use tags to quickly categorize and organize your project items, such as tasks, milestones, files, and time logs.
  • Navigating the Teamwork.com iOS App
    Quick add Using the blue + icon in the navigation bar, you can quickly add new: Project Event Message Start timer Log time Task Custom The two icons on the right of the navigation bar are customizable.
  • Site
    Within Teamwork.com, your site contains all of your projects, project items, and people. It is accessed through your site address, usually in the form of yourcompany.teamwork.com.
  • Manage Your Teamwork.com Subscription
    The number of standard user seats currently active on your site is auto-populated. Ex: Adding seats. If you currently have 10 paid seats and need to add 10 more — update the seat count to 20.
  • Getting Started as a Site Administrator in Teamwork.com
    Core features and concepts Feature Purpose Assignment Distribute project responsibilities through the assignment of tasks and milestones. - These can be assigned to individuals, companies, and teams on
  • Create a Task List
    📋 Available on all Teamwork.com plans. Feature overview What Use task lists to organize related tasks inside a project.
  • Managing Forwarded Emails
    When enabled, Teamwork.com will: Try and detect if the message was forwarded Looks for signals in the subject such as FW, FWD etc Try and parse out the original message and discard any preceeding text
  • Create Task Templates
    If a user also has permission to add task lists or add tasks on a project, they can create task lists or tasks from templates.
  • Proof Notifications
    ✔ Available (with limits ) on all per-user based subscriptions What Email and/or in-app notifications to keep everyone in the loop during the proofing process as proofs move from creation to review to
  • Uploading Files in the Files Area
    Note: Only site admins, project admins, and users with permission to add files on the project can access the upload option.
  • Using the Numerics Integration
    Numerics is an app that allows you to design custom dashboards tailored to your business KPIs and metrics. You can download the Numerics app from the Apple App Store .
  • Adding or Editing a Company
    Within Teamwork.com, you can create external companies to group certain users on your site.
  • Upload a New Proof Version
    ✔ Available (with limits ) on all per-user based subscriptions What Upload new versions of a proof when an approver requests changes.
  • Project Budget Expenses
    Who Site admins and project admins Standard users with the project permission: Can access billing (allows users to view, create, and manage invoices) ⚠️ Turning this permission on automatically grants
  • Project Notification Settings
    Open the Settings tab of the project and go to the Notifications subsection.
  • Adding a Team
    Within Teamwork.com, you can create teams to manage groups of people on your site.
  • Advanced Dashboards
    This panel will give you a breakdown of activity totals and how they are distributed based on the grouping selection you choose.
  • Create a Custom Report
    Customize and refine each report to meet its purpose and focus on relevant insights during certain time frames. Spread awareness by sharing custom reports with key stakeholders for visibility.
  • Creating Custom Reports via Easy Insight
    If you are setting up a Tree report, you can create new tasks from task lists, add comments to tasks, and create milestones on projects.
  • Log Time in the Teamwork.com Mobile App
    Log time on a task When viewing an individual task in a project, tap the clock icon ( ) at the top of the screen.
  • Bulk Managing Teams
    Within Teamwork.com, you can bulk manage teams and their individual members. Note: These bulk actions are available on per-user Premium/Grow subscriptions and above.