Teamwork
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Knowledge Base

Using Teamwork

All Articles
Getting Started
Using Teamwork
- My Work
  - Enterprise
- Projects
  - Automations
- Planning
  - Workload
  - Schedule
  - Overview
  - Portfolio
  - Chart
- Reports
- Proofs
- Everything
- Calendar
- People
  - Companies
  - People
  - Statuses
  - Teams
- Your Profile
- Search
- Project Switch
- Quick Add
- Notifications
- Advanced
Working with Your Projects
- Dashboard
- Tasks
- Table View
- Board View
- Gantt
- Milestones
- Time
- Billing
- Project Budgets
- Forms
- Files
- Messages
- Comments
- Notebooks
- Risks
- Links
- People
- Privacy
- Filtering
- Project Settings
- Project Reports
- Project Options
- Project Templates
Integrations
Teamwork Tips
Teamwork Settings
- General Settings
- Logo
- Templates
- Color Theme
- Single Sign-on (SSO)
- Custom Fields
- Integrations
- Import
- Export
- Email
- Webhooks
- Tags
- Subscriptions
Planning and Managing Work
Pricing & Billing
Agency & Professional Services
Glossary
Working as a Team
Security
Technical
Enterprise
Teamwork Beta Program
Guides

Using Teamwork

Inviting People to Your Teamwork Site
Projects List View
Teamwork User License Types
Understanding User Permissions and Access
Companies - Owner and External
Create a Project
Create a Task List
Adding Tasks in List View
Updating Your Own and Other Users' Profile Preferences
Creating a Notebook
Project Notification Settings
Copying a Project
Switching Quickly Between Projects
Importing Users and Contacts
Using Portfolio Boards
Using the My Work List View
Portfolio Column Settings
Using Portfolio Triggers
Viewing and Editing Portfolio Triggers
Portfolio Permissions
People
Filtering - An Overview
All Time Filtering
Everything - All Active Tasks Filtering
Everything - All Completed Tasks Filtering
Everything - Comments Filtering
Everything - Files Filtering
Everything - Links Filtering
Everything - Messages Filtering
Everything - Notebooks Filtering
Everything Section - All Options
Filtering - Editing Saved Filters
Filtering - Shortcuts
Integration Options
People Filtering - Completed Tasks
People Filtering - Projects
People Filtering - Tasks
Project Filtering - Files
Project Filtering - Links
Project Filtering - Messages
Project Filtering - Notebooks
Project Filtering - Risks
Project Filtering - Tasks Board View
Project Filtering - Tasks List View
Project Filtering - Time
Saving Filters
Task List Options
File Editing Permissions
Sharing a Saved Filter at Site Level
Adding a Message to the Dashboards Area
Adding SMS, Email, and Mobile Push Reminders for Events
Bulk Editing Tasks
Changing the Site Owner
Creating a Task for Multiple Users
Editing a Category
Editing a Notebook
Gantt Chart Settings
Locating Your API Key
Moving or Copying Files
Sharing Project Files
Skipping Weekends Within the Gantt Chart
Viewing Links Across All Projects
Completing a Task List
Enabling the Google Team Drive Integration
Granting Task List Template Permissions to Users
Manage Files on Tasks
Moving a Message
Reassigning Tasks When Removing a User from a Project
Bulk Moving Unbilled Time Between Projects
Company - Projects Filtering
Viewing Your Monthly or Annual Invoices
Working with Project Categories
Associating a Calendar Event with a Project
Disabling Status Update Emails
Viewing Time Logged at Company Level
Enabling Comments at Project Level
Viewing Risks Across All Projects
Adding a Site Administrator
Creating a New Google Document Through Teamwork
Managing User Access and Permissions Across Multiple Projects
Quickly Inviting Multiple People to Your Site
Updating User Contact Details
Using Status Updates
Setting and Editing Privacy on Files
Setting Privacy on Links
Setting Privacy on Messages
Setting Privacy on Milestones
Setting Privacy on Notebooks
Activity Filtering
Adding a Project Announcement
Adding an Event via the Quick Add Menu
Adding Contacts in the People Area
Adding Extra Email Addresses
Adding Followers to Project Items
Adding or Editing a Company
Adding Task Reminders
Adding Users
Bulk Editing Tasks Across Multiple Projects
Bulk Updating Time Logs Across Multiple Projects
Bulk Updating Time Logs Within a Project
Changing Dates of Tasks with Dependencies
Changing Dates of Tasks with Dependencies in the Gantt Chart
Changing Your Email Address
Changing Your Language and Localization Settings
Changing Your Password
Choosing a Browser to Use with Teamwork
Choosing Options for Your Calendar iCal Feed
Collapsing and Expanding Subtasks
Completed Projects
Completing a Project
Creating and Managing Events in the Calendar
Creating Recurring Events
Customizing Project Features and Navigation
Customizing Your Dashboards
Deleting a Project
Deleting a User from Your Site
Downgrading a Standard User to a Collaborator
Downgrading a User to a Contact
Enabling Box.com on Your Projects
Enabling Desktop Alerts
Enabling the Dropbox Integration on Your Projects
Enabling the Google Drive Integration on Your Projects
Enabling the OneDrive for Business Integration on Your Projects
Enabling the OneDrive Personal Integration on Your Projects
Enabling Two-factor Authentication on Your Profile
Events Filtering
Exporting an Invoice
Exporting an Invoice to a Xero File
Impersonating a User
Linking Multiple Teamwork Sites
Locking a File in a Project
Managing Multiple Files
Managing the Privacy of Events in the Calendar
Managing User Profile Permissions
Moving Projects Between Sites
My Projects Filtering
Navigating Teamwork
Notifications Are Not Showing for My Site
Previewing Uploaded Videos
Project Filtering - Comments
Project Filtering - Task List Level
Quickly Viewing All of Your Tasks
Quickly Viewing the Company Details for a Project
Reporting Options for Teamwork
Resending a User Invite
Resetting a User's Password via Invites
Restoring Deleted Users and Contacts
Setting Start and End Dates on a Project
Setting Task and Milestone Permissions
Sharing an Unsaved Filter at Project Level
Sharing an Unsaved Filter at Site Level
Sharing File Links
Task Completed Email Notification Settings
Understanding Project Statuses
Updating Your Profile Image
Upgrading a Collaborator to a Standard User
Upgrading a Contact to a User
Using Markdown in Messages and Comments
Using the Advanced Markdown Editor
Using the Planning Overview
Using the Quick Add Menu
Using the Search Bar
Viewing Active Tasks Across All Projects
Viewing Activity on Your Site
Viewing All Archived Projects
Viewing All Your Items in Your Profile
Viewing and Restoring Deleted Projects and Project Templates
Viewing Comments Across All Projects
Viewing Completed Tasks Across All Projects
Viewing Files Across All Projects
Viewing Messages Across All Projects
Viewing Notebooks Across All Projects
Viewing Projects in the Projects Chart
Viewing Time Logged Across All Projects
Viewing Upcoming Events
Viewing Your Projects
Viewing Your Teamwork Calendar
Viewing Your Teamwork Calendar in Google Calendar
Viewing Your Teamwork Calendar in Outlook
Viewing Your Teamwork Calendar on Your iPhone Calendar
Working with Client Users
Working with Collaborators
Working with Dashboards
Working with the Companies View
Working with Unique IDs in Search

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