Feature
overview
| What | The Everything area includes
additional tabs that let you
view non-task items across
projects in Teamwork.com, such
as comments, messages,
milestones, risks, proofs,
forms, and budgets. |
|---|---|
| Why |
|
| Who |
|
| When | Use these tabs when you
need a cross-project view
of communication,
approvals, intake,
reporting, or supporting
records beyond
tasks. |
โ Swipe to
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Before you start
Some Everything tabs may not be available on
all sites. Visibility depends on your
feature access, plan, and permissions for the
related projects and items.
Use the Everything area when you want to
review the same type of item across multiple
projects without opening each project
individually.
Use other tabs in the Everything area
Open the Everything area
- Select Everything in Teamwork.com's
main navigation menu.
- Choose the tab that matches the type of
item you want to review.
The available tabs and controls vary by item
type, but most tabs let you review, sort,
and refine results from one cross-project
view.
View comments
Use the Comments tab to review
comment activity across projects from one
place. This is useful when you want to follow
updates across tasks, milestones, files,
notebooks, or links without opening each
project separately.
Comments can show item context such as the
related project and item type. Unread
comments are also highlighted so you can
identify recent activity more
quickly.
View messages
Use the Messages tab to review project
messages across your accessible projects.
This is useful when you need a cross-project
view of communication and updates posted in
different project message areas.
You can sort and refine message results to
focus on specific conversations, authors, or
time periods across multiple
projects.
View milestones
Use the Milestones tab to review key
delivery points across projects. This is
useful for tracking upcoming deadlines,
completed milestones, or milestone progress
across multiple projects from one
place.
View risks
Use the Risks tab to review project
risks across your site. This gives you a
cross-project view of identified risks,
helping you monitor issue areas without
checking each project separately.
View proofs
Use the Proofs tab to review proofs
across projects in one place. This is
especially useful for teams or reviewers who
work across multiple projects and need a
central view of proof status and
activity.
A cross-project proofs view can be useful
for creative, design, or approval workflows
where reviewers need to monitor requests or
approvals without switching between
projects.
View forms
Use the Forms tab to review forms and
related responses across projects from one
place. This is useful for teams that manage
intake, requests, or submissions across
multiple projects.
A cross-project forms view can help users
who oversee incoming work across projects,
rather than managing form submissions within
each project separately.
View budgets
Use the Budgets tab to review budget
information across projects from one place.
This is useful for managers or leads who need
a broader financial view across multiple
projects.
A cross-project budgets view can help you
review budget information without moving
between individual project budget
areas.
Refine results
Many Everything tabs include sorting,
filtering, or other controls to help you
narrow the items shown. The available options
depend on the type of item you are
viewing.
Use these controls when you want to focus on
a smaller set of results, such as items from
specific projects, date ranges, or
contributors.
Best practices
- Choose the right tab: Select the
Everything tab that matches the item type
you want to review across
projects.
- Use cross-project views for oversight:
Use Everything when you want a broader
view across projects rather than
project-level detail.
- Refine results when needed: Use
sorting and filtering controls to narrow
large result sets and focus on the most
relevant items.
- Return to
project-level views for detail:
Open the related project when you need
deeper context or item-specific
actions.