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Team Member Step 3: Update Tasks, Add Comments and Attach Files
Keeping updates on the task means everyone sees the latest without asking.
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Add a Link
✔ Available on all subscriptions What Add links to your project to store relevant resources in one easy-to-access place.
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Adding a Link via Email
Within Teamwork.com, you can you can add links to your projects via email. Note: Any project members with the project permission to Add Links can use the post via email feature.
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Setting Privacy on Milestones
Within Teamwork.com, you can set privacy on any milestones you add to your project so only certain users can access them.
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Setting Privacy on Links
Within Teamwork.com, you can set privacy on links added to your project so only certain users can access them.
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Add a Message
Click + Add a Message , enter a subject and content, and use Select People to choose who to notify. The Messages feature must be turned on in the project settings.
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Setting Privacy on Notebooks
Within Teamwork.com, you can set privacy on any notebooks you add to your project so only certain users can access them.
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Editing Post via Email Addresses
Note: Only project administrators and above can edit post via email addresses.
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Changing Your Email Address
Quick answer: To change your own email address, click your profile avatar, select Edit my details , update it in the Essentials tab, and click Update .
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Task Completed Email Notification Settings
Quick answer: Add people as followers of a task, using the Followers tab of the task form, to notify them when it's completed.
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Using the Microsoft Outlook Add-in
Once you have installed the add-on from the Microsoft Outlook marketplace, you will see Teamwork listed as an option under your Add-ins .
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Add a Quote
When Use a quote when you need to propose work to a client, estimate effort and cost, or prepare scope before creating a project. ← Swipe to scroll On this page Access the Quotes area Step 1 (Option A)
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Create an Expense on a Project
Think: tracking spend on good and services. Why Keep a record of any monetary expenditures so you can better understand if you're staying on budget and on track for profitability.
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Single Sign-on (SSO) Overview
Within Teamwork.com, single sign-on is offered as part of the paid Advanced Security subscription add-on.
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Enabling Box.com on Your Projects
Box.com is a cloud-based content management platform that enables you to store, share, and collaborate on files.
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Viewing Failed Email Logs
Quick answer: Click your profile icon, select Settings , and in the Email tab click View Logs in the Failed Log section. Hover over the Detail field to see the recipient, sender, and subject.
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Microsoft Office Add-in
✔️ Available on Starter, Deliver, Grow, and Scale subscriptions 1 What Create new Teamwork.com project items and update existing files directly from Microsoft Office products.
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Enabling Your Daily Report Email
Quick answer: Click your profile avatar, select Edit my details , and toggle on Receive daily Project Report email in the Preferences tab.
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Viewing Activity on Your Site
The Activity section shows a timeline of all the activities occurring across your projects, with options in the top right to filter and sort the items you see.
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Setting Privacy on Tasks
Privacy cannot be set directly on subtasks. New tasks To set privacy on a task when the task is being created, select the Privacy option from the More dropdown.
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Setting Privacy on Messages
Within Teamwork.com, you can set privacy on any messages added to your project so only certain users can access them.
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Add a Site Administrator
They can view and manage all projects (even if they're not a project member). They also override the privacy set on individual project items, therefore have visibility over all items.
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Resolving Notification Delays on an Android Device
Add the Teamwork.com app to your device's trusted or unrestricted apps list so notifications aren't delayed while battery saving is on. The exact steps depend on your device manufacturer.
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Updating Your Status via Email
Within Teamwork.com, you can update your profile status for your site via email. To do this, you can email the unique email address for your site related to status updates.
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Using the Quick Add Menu
on your keyboard to open the corresponding creation window.