Available on all Teamwork.com plans.
Feature overview
What
Projects are one of the three main work items within Teamwork.com. Use projects to organize, manage, and track larger pieces of work such as client engagements, campaigns, launches, and other major initiatives. They house all of your tasks, milestones, files (and more) and they're fully customizable depending on how you prefer to work.
Why
  • Create one central workspace for communication, documentation, deliverables, and progress tracking related to a single initiative.
  • Organize processes based on business (or client) needs.
  • Increase visibility by having one place your team can go to look to understand how a particular subset of work is going.
Who
  • Site admins
  • Standard users with permission to:
    • Add projects (ability to create, edit, and delete projects and project categories)
When
You decide what should be a project, but in general projects are for large-scale initiatives for your department/team or individual clients.
  • Example: Create a project for each client's website build.
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Learn in-app: Create a project

Before you start

Work with clients in Teamwork.com: a client user can be added to a maximum of 5 active projects (the projects must be associated with their company).

Create a project

Open the project creation wizard

  1. Click Quick add in the left sidebar.
  2. Select Project.
    Quick Add menu with the Project option selected in Teamwork.com
  3. Select Start from scratch and click Next step.
    Project creation wizard showing the Start from scratch option in Teamwork.com


Add the basic project details

  1. Enter a name for your project.
  2. Select a company.

Choose your own company for internal work. Choose the client's company for client-facing work.

Choose a budget

  1. Site admin optional step: Choose a budget type (standard or retainer).
  2. Click Next step to add the budget details.

Not sure which option to choose? Select "No budget" for now. If you do, you'll go straight to the Add People step and can set up the project's budget later.
Budget type selection in the project creation wizard in Teamwork.com

Add people to the project

  1. Click Next step to move to the Add People step.
  2. Select the users you want to add to the project.

Scroll down the user list to set a project owner during setup.

Finish now or add more details

  • Click Create project to finish now.
  • Click Next step to add optional details, then click Create project.
    • Set a project category.
    • Apply tags.
    • Set logged time as billable by default.
    • Apply custom fields.

Other ways to create a project

You can also click + Projects (and access the project creation wizard) from the following places:
  • Projects
  • Jump to 
  • My Work

Best practices when creating a project

  • Create as you go: Create a new project for each major initiative your team works on.
  • Set your budget early: Add a standard or retainer budget during setup when you want to track budget from the outset.
  • Add the right people early: Invite everyone who needs to work on or view the project.
  • Capture the basics: Add start and end dates along with a project owner so everyone can quickly understand the project setup.
  • Organize consistently: Use categories to group related projects and make portfolio-level reporting easier.

Get more from your projects

  • Reporting: Apply tags to projects so you can report on projects based on tag criteria.
  • Resource management: Add key project and task details such as dates and assignees so you can schedule and manage work effectively.
  • Repeatable work: Use project templates if you regularly run the same type of project.
  • Automation: Save time by automating steps in your workflow. Teamwork.com can update key details for you as work progresses.
    • Take it a step further by setting up automations directly in project templates so they are included by default in each project created from that template.