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  • Notes About Our Security Protocols
    QA Team utilize an API regression test.
  • Use a Custom Domain for Your Site
    Within Teamwork.com, you can set up a custom domain (URL) for your team to access your site. Before you start Make sure the DNS record you create for your custom domain is a CNAME record.
  • Change Your Site's Color and Light Theme
    Your choice will not change the appearance for other users on your team.
  • Sharing an Unsaved Filter at Site Level
    Within Teamwork.com, you can share filters from different areas of your site with members of your team so that they can see the same information based on your applied filter.
  • Connecting Your Teamwork.com Account to SoftSync
    For any queries relating to the SoftSync integration, please contact the SoftSync support team . Within SoftSync, you can create a sync to your Teamwork.com site and connect it with Jira Cloud .
  • Collaborators
    A stakeholder has a task to review and sign off on designs created by your team and only needs to be able to complete their task and comment on the designs.
  • Slack Integration Setup
    Best practices Tell your team : Now that you've set Slack up (and understand the benefits of the integration), share it with your team and recommend they start using it.
  • View and Manage Proofs
    When You want to manage your team's proofs regularly to ensure active proofs are being actioned.
  • Manage Tracked Time
    As a project manager, you want to review your team's tracked time for a client's project. What Review and manage time already tracked against projects and tasks.
  • Teamwork.com HubSpot App
    What Connect your Teamwork.com and HubSpot accounts so that you and your team can link HubSpot items (ex. deals) to Teamwork.com items (ex. tasks) or create workflows to automate business processes between
  • Single Sign-on (SSO) Overview
    . 📧 Please contact our support team at support@teamwork.com if you want to request SSO to be turned off for your Customer Portal.
  • Uploading and Viewing Versions of a File
    Any comments made on a previous version of a file will be visible when viewing that version - they are not attached to the new version of the file, so that there's no confusion about which version your team
  • Editing Tasks in Table View
    Assignee Click the current assignee to open a pop-up modal where you can select one or multiple users, companies, or teams to assign to the task. 
  • Uploading Files in the Files Area
    Within Teamwork.com, you can upload files to your projects for your team to access. To upload files directly through the Files area of your project, click the Upload button in the top right.
  • Navigating the Teamwork.com iOS App
    People Statuses You can view the statuses set by each of your team members ordered by date. Use the quick add menu to set your own status.
  • Managing Linked Files
    Any comments made on a previous version of a file will be visible when viewing that version - they are not attached to the new version of the file, so that there's no confusion about which version your team
  • Enabling the Google Drive Integration on Your Site
    Note: If you wish to link a Google team drive instead you can follow these steps. Step 2: Authorize  Click the Authorize Access button to sign in to your relevant Google Drive account.
  • Enabling the Google Drive Integration on Your Projects
    Note: Any user with permissions on the Teamwork side to upload files via Google Team Drive will essentially have access to every filename hosted on the linked Google account.
  • Tasks
    Can be assigned to: Individual project member Multiple people, teams and companies Anyone — leave it unassigned for anyone to complete Have start dates and due dates, or be left without dates to be completed
  • Salesforce Integration
    Keep teams aligned using mapped Salesforce details in Teamwork.com fields.
  • Track Time with Timers
    . 📝 Add up to 20 tags to an individual time entry. 20 tags is a lot — try and stick to tags that your team regularly leverages for reporting or tracking purposes. Date Defaults to the current date.
  • Create a Form
    Examples: Design team: Gather new asset requests, then triage work from the resulting tasks. Finance agency: Let retainer clients submit requests for new reports.
  • Time Tracking Introduction
    . ← Swipe to scroll Time tracking takeaways 📣 Communicate Communicate the value and benefits of time tracking to your leadership team to get them on board.
  • Teamwork Spaces Add-on
    Check the Terms of Service and Privacy Policy box. After you've read it, obviously...
  • QuickBooks Online Advanced
    Best practices Tell your team : Let your team know that time tracking is directly linked to QuickBooks for billing purposes and encourage them to review their time logs for accuracy.