Knowledge Base

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HTTP Request Automations
✔ Available on all subscriptions What Create automations to send HTTP requests to a specified URL when a trigger event occurs.
Log Time in the Teamwork.com Mobile App
Click Save to add the time log to the task and project. Track time with timers Start a timer to track time as you work, then log the time to a project or task.
Exporting an Invoice to Xero Online
Export an invoice to Xero Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Select the project's Finance tab. Switch to the Invoices tab.
My Calendar
Show descriptions — show descriptions on time block cards. Option Purpose Reset the calendar to the current day. View the previous or next week. Choose a calendar week start date.
Working with the Home View in the Teamwork.com Android App
Tap the ... (ellipsis) in the top right of the Home screen. Press Customise sections .
Working with the Home View in the Teamwork.com iOS App
Tap the ... (ellipsis) in the top right of the Home screen. Choose which items ( Views , Recents , or Shortcuts ) are displayed: Tap the checkmark beside an active item to hide it.
Connecting Your Teamwork.com Account to Numerics
Within the Numerics app, you can connect your Teamwork.com account to build dashboards related to your projects.
Setting Up Teamwork.com SSO in Microsoft Azure
To configure this integration, you will need: An Azure AD subscription A Teamwork.com subscription with SSO enabled Adding Teamwork.com to Azure Go to your Azure account, open the MS Azure Management Portal
Set Up Teamwork.com SSO in OneLogin
Within Teamwork.com, you can use OneLogin to access your site.
Using the Numerics Integration
Within the Numerics app, you can add Teamwork.com as a widget to build dashboards related to your projects. Click the + icon in the top right of the app's home area to create a new dashboard.
Viewing Your Teamwork.com Success Planner
Within Teamwork.com, you can use the Success Planner to explore how your team is making use of features and functionality on your site.
Enabling the Ybug Integration
Once logged into Ybug , you will need to create or select a project to integrate with Teamwork.com. While viewing the project in Ybug, go to the Integrations tab.
Navigating the Teamwork.com iOS App
When you long press either icon, a pop-up displays with different app areas you can navigate to.
Using the Teamwork.com Developer Portal to Build an Integration
Within the Teamwork.com Developer Portal, you can use your created apps in the app login flow or the log in with Teamwork.com component.
Reconnecting the Google Drive Integration
Click your profile icon in the bottom left corner of your site and select Apps & Integrations from the pop-out menu.
Navigating the Teamwork.com Android App
Calendar You can quickly view and add any upcoming events to your calendar. Click on any day and event to open the event details.
Quickly Editing a Task Description
Within Teamwork.com, you can quickly edit existing task descriptions. In Table view, the task description can be added as an individual column.
Connecting Teamwork.com to Make
Using Make allows you to connect Teamwork.com to any service in Make's list of supported apps and services , allowing you to create multi-step integrations in no time.
Sorting Task Lists
Click the options button (three dots) in the top right and hover over the Reorder Task Lists option. Select a sort preference from the additional pop-out menu.
Markdown
What Markdown provides a simple way to format text in messages, comments, task descriptions, and notebooks using symbols and characters for basic styling.
Exporting Users to Excel
Within Teamwork.com, you can export users from your site to Microsoft Excel. Click the More option in the main navigation menu and select People from the pop-out menu.
Quickly Viewing the Company Details for a Project
You can view the company's information by hovering over the company to the right of the project name.
Creating a New Google Document Through Teamwork.com
Once both of these have been enabled, navigate to the Files area of the relevant project and click the Google Drive option in the top right.
Adding or Updating a User's Company
Within Teamwork.com, you can use companies to group different users on your site.
Quickly Viewing All of Your Tasks
Within Teamwork.com, you can quickly view all tasks assigned to you in your profile. Click your profile avatar in the bottom left of your site and select My Tasks from the the pop-out menu.