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  • Best practices for Project Delivery in Teamwork.com
    Add your team and clients , collect requests with forms , standardize projects with templates , keep work moving with automations and workflows , and track progress with project health reports .
  • Changing General Project Settings
    Description: Add or edit the project description here, this will show on the left of the Dashboard area, under the project logo.
  • Create a Task in Table View
    ✔ Available on all subscriptions What Tasks are for individual to-do items. They're the most granular of Teamwork.com's three main work items and they're a powerhouse.
  • Tasks List View
    Who Site admins (in the owner company) can view and manage all tasks on all projects. Site admins (in external companies) can view, create, and manage all tasks on projects they're a member of.
  • Viewing User Change History
    Note: This feature is only accessible to site administrators or users with permission to manage people and companies.
  • Milestones
    ✔️ Available on all subscriptions Quick answer: Turn on Milestones in the project's settings, then open the project's Milestones tab and click Add Milestone .
  • Tasks
    You can create a task from List, Board and Table view. The creation modal will differ depending on the view From List view, you can add a task using the + symbol underneath a task list.
  • Work with Project Items in Slack
    Why Consolidate your most important communications and notifications in one place. Keep on top of your work and stay informed on updates across your Teamwork.com projects from within Slack.
  • Create an Invoice
    Enter the invoice number, issue date, and currency, and choose pricing based on time and expenses or a fixed price. Then add time logs and expenses.
  • Teamwork.com Referral Program
    Share the copied link on your social channels, blog, email, or wherever else you wish! View your latest referrals View a breakdown of your latest referral earnings from the Referrals area.
  • Getting Started as a Collaborator in Teamwork.com
    We’re here to help you collaborate with your team on your projects and enhance your productivity.
  • Adding Project Updates
    ✔️ Available on Basics, Accelerate, Optimize, and Enterprise plans * Within Teamwork.com, you can add project updates to keep your team informed of the project's status.
  • Manage Your Teamwork.com Subscription
    Increase (or decrease) paid seats 💡 On the Plan management tab, you can also click Add seats next to your active seat count for a quicker way to add seats.
  • Using Status Updates
    Quick answer: Status updates let people in the owner company share what they're working on or whether they're away.
  • Quickly Adding Subtasks
    Within Teamwork.com, you can quickly add multiple subtasks to a task on your project.
  • Updating User Contact Details
    You can also update this information for other users on your site, if you have permission to manage people and companies.
  • Create a Project
    📋 Available on all Teamwork.com plans. Quick answer: To create a project in Teamwork.com, click Quick add in the left sidebar and select Project .
  • 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.
  • Editing a Task
    Within Teamwork.com, you can easily edit existing tasks on your projects to keep details up-to-date.
  • Project Manager Step 2: Structure the Work
    Quick answer: To structure a project in Teamwork.com, create one task list per phase or workstream, add and assign tasks with due dates, add milestones for key deliverables, and add dependencies between
  • Adding a Project Team
    Note: Project level teams are available on Basics, Accelerate, Optimize, and Enterprise plans.* Go to the People area of the relevant project and select the Teams subsection.
  • 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.
  • 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.
  • Create a Task List
    📋 Available on all Teamwork.com plans. Quick answer: To create a task list in Teamwork.com, open the project, switch to a task view such as Table and click Add task list .