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  • Roles
    ✔️ Available on Deliver, Grow, and Scale subscriptions. What Create custom roles and allocate them to users on your site. Why Simplify the distribution of client work.
  • Editing a Task
    Within Teamwork.com, you can easily edit existing tasks on your projects to keep details up-to-date.
  • Create a Project
    ✔ Available on all subscriptions What Projects are one of the three main work items within Teamwork.com. They're used for listing, organizing, and managing work (specifically large initiatives).
  • Create a Task List
    ✔ Available on all subscriptions What Task lists are for organizing projects and the tasks within them. Use task lists to contain, order, and group your individual tasks within a broader project.
  • 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.
  • Use File Attachments with Forms
    ✔️ Available on Starter, Deliver, Grow, and Scale subscriptions 1 What You can add a file attachments option to intake forms on your projects, allowing the person submitting a form response to include
  • 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.
  • 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
  • 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
  • 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.
  • 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
  • Adding or Editing a Company
    Within Teamwork.com, you can create external companies to group certain users on your site.
  • 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.
  • Adding a Team
    Within Teamwork.com, you can create teams to manage groups of people on your site. Note: Teams are available on Deliver, Grow, and Scale subscriptions.
  • 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 .
  • Project Notification Settings
    Open the Settings tab of the project and go to the Notifications subsection.
  • Project Budget Expenses
    ✔ Available on Grow and Scale subscriptions 1 What Create budget expenses to account for additional one-off project costs (e.g. costs not related to hours worked).
  • Advanced Dashboards
    This panel will give you a breakdown of activity totals and how they are distributed based on the grouping selection you choose.
  • 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.
  • Create a Custom Report Chart
    ✔ Available on Scale and Enterprise subscriptions. What Create and display chart visualizations to showcase data from your custom reports.
  • 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.
  • Bulk Edit Permissions for Managing People
    Note: Bulk actions are available on per-user Premium/Grow subscriptions and above. Depending on your permission level, the bulk actions available to you will vary.