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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.
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Downgrading a User to a Contact
Within Teamwork.com, you can downgrade a standard user to a contact at any time. Note: Contacts contain reference information and cannot log in to your site.
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Associating a Calendar Event with a Project
Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add Event button in the top right of the Calendar area.
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Downgrading a Standard User to a Collaborator
When you downgrade an existing user to a collaborator , they will not count towards the cost of your subscription but they will have reduced permissions compared to standard users.
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Downloading a Copy of a Notebook
Go to the Notebooks area of your project and select the notebook you want to download. In the notebook details view, click the Versions button in the top right and select the relevant version.
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Deleting a Company
Note: Only site administrators and users with permission to manage people & companies can delete a company. Click the More option in the main navigation menu and select People from the pop-out menu.
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Locking a File in a Project
Within Teamwork.com, you can lock a file in a project to prevent other users from editing it. Go to the Files area of the relevant project and locate the relevant file.
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Upgrading a Contact to a Collaborator
Within Teamwork.com, you can upgrade an existing contact to a collaborator so they can log in and be assigned tasks.
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Add a Custom Logo to a Form
Add a logo to a form To add a custom logo to a form: Click Jump to in the left navigation menu on your site. Search for and select a project. Switch to the Forms view in the project navigation menu.
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Upgrading a Contact to a User
Contacts are used to store details for reference and cannot log in to your site to interact with projects.
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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.
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Downloading a Message
Go to the Messages area of your project and select the relevant message by clicking the message title.
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Creating a Ticket on a Task
In any tasks List view on your site, hover over the relevant task to reveal the task options. A Teamwork Desk icon will appear to the right of the task name.
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Upgrading a Collaborator to a Standard User
In the People area, select the People tab from the horizontal menu to view and manage your users.
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Impersonate a User
What Impersonate a user to see how they experience your site. Why See a user's current feature and project access. Understand the impact of granting specific permissions to a user.
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Locking a Notebook
To lock a notebook, go to the Notebooks tab of your project. Hover over the notebook you want to edit, and you will see the Edit Notebook option.
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Adding or Updating a User's Company
Within Teamwork.com, you can use companies to group different users on your site.
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Viewing a Notebook (Beta)
View a notebook Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Notebooks section. Click a notebook title to open it in view mode.
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Editing a Notebook
Collaborative editing allows you to immediately see any changes that someone else makes in a notebook while you are editing it. To edit, navigate to the Notebooks section of your project.
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Resending a User Invite
Within Teamwork.com, there are multiple ways to resend invitations to people added to your site.
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Create a Form
Scroll to the question type you want to add to the form. Click the question type to add it as a form field.
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Archiving a Project
While viewing an individual project, click the three dots to the right of the project name and select the Archive option within the Manage Project section.
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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.
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Adding a Project Team
Within Teamwork.com, you can create project teams that are specific to an individual project. Note: Project level teams are available on per-user Pro/Deliver subscriptions and above.
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Creating a Notebook
Go to the Notebooks tab of your project and click the Add Notebook button in the top right.