Within Teamwork, you can use the main
navigation menu to move
between the various areas of your
site.
This article
relates to a redesign of the
core
navigation experience in
Teamwork which is
currently in a Beta release phase for all Teamwork accounts.
The main navigation menu is pinned to the
left side of your Teamwork site. You can
quickly expand this menu by clicking the
> icon at
the bottom of the menu. To collapse the menu, click the < icon.
Quick Add
This will allow you to add
the
following project items
quickly:
Search
When you click the search option,
a slide out menu will open where
you can quickly view your recently
accessed items or use the
search
field to locate a specific project
or item.
At the bottom of the slide out menu,
you can click the Advanced search option to go directly to the advanced search area where results will be broken
into
project items such as people,
tasks,
milestones, comments etc.
If you open the search slide out
menu while viewing a project, an
additional toggle option will appear in
the bottom right of the search menu to
apply the search to return only items in
the current
project.
Jump to
the Jump to option will
open
a slide
out menu with quick access to your projects. The menu groups your projects into Recent, Starred, and All tabs.
You can use the search field at the
top of the slide out to search for a specific
project. Depending on your profile
permissions, you may also see a
+ icon at the
top of the menu allowing you to create a new
project.
Clicking the See All
Projects option at
the bottom of the list will bring
you to the full projects List view
which includes any projects where
you are a member, grouped based on
their current
status. You can also access project
templates here depending
on your price
plan and permissions.
My Work
The My Work area
shows your active tasks, giving an
overview of what is outstanding, in
progress, and upcoming.
Tasks will be
grouped into
subsections based on
their associated
dates (late, today, upcoming (next
14 days), no
date).
Projects
Selecting
the Projects option
from the main navigation menu will bring you directly to the projects List view of all of your projects.
Time
The Time area
will show all
time logged across
all of your
projects where you
have permission to
view
time.
More
Select
the More option (three dots) to access additional site-level
areas.
The areas accessible
via
this More menu will depend on your user permissions and can include:
- Everything - The Everything
area allows you to view
all items within
projects on your site.
- Planning - The
Planning area includes a variety
of features. The options
accessible to you are dependent on
your subscription and
permissions:
- Reports - the Reports area
includes a variety of different
reporting options. The reports
available to you will depend on
your subscription and
permissions.
- Project
Health | Utilization | Planned
versus Actual Milestones / Tasks | Profitability
- Calendar - view your
upcoming events as well as tasks
and milestones for the period.view
upcoming tasks, milestones
and events from within the
Calendar view. Adding a new event
can be performed to the
top right of the page along
with filtering
calendar
events.
- People - The people
area has multiple
subsections:
Pinning site level items
You can customize your main navigation menu by pinning additional items.
Select More in the main menu and hover over one of the items in the pop-up menu. Click the pin icon beside the item to pin it to the main menu.
To unpin an item from the main menu, the navigation menu must be in expanded view. Hover over the relevant item and click the pin icon. Unpinned items will be moved to the More submenu.
Note: Some core navigation items such as My Work are pinned by default and cannot be unpinned.
Notifications
Clicking the notification bell icon will open your notifications in a slide out menu. The bell icon will display a count of any unread notifications you currently have.
Each notification will include the associated user's profile avatar and name, the action they performed and when, and the related task list.
Help
The Help option
gives you access
to the
following:
- Teamwork Help
Docs site
- Support center
- includes
FAQs, webinar
links,
videos,
newsletter
information,
and a feedback
submission
option.
- Discover
add-ons
- Keyboard
shortcuts
Other apps
Clicking the Other apps option will open a pop-out menu listing other products in the Teamwork suite.
Only apps that have been enabled for your Teamwork site will be listed in the menu. You will also need to be an activated user on the relevant product in order to log in.
The site owner and any owner company site administrators will have an additional option to manage the apps. A pop-up modal will open where you can manage the activation of each product.
Profile
Clicking your
avatar or name in
the bottom left of
the navigation
panel will open an
additional menu with
more
options.
Some
of the options in this menu (such
as Settings, Subscription,
and Apps and
integrations) are only
accessible to
owner company site
administrators:
- View
Profile - This will
allow you to
view
your own
profile
with further
information on
tasks,
milestones
and activity
related to you
only.
- Edit
my
details -
This will
bring up a
modal
with various
tabs
allowing you
to
change areas
of
your profile
such
as your name,
address,
contact
details and
preferences
along
with further
options.
- Settings -
Will allow you
to
change
settings for
various areas
of
your
site.
- Subscription
- My Tasks
- My
Apps - view
your personal
app and
integration
options.
- Apps
and
integrations -
view
site-level
integration
options.
- More:
- Update my status (owner company standard users only)
- My Shortcuts
- Success Planner (owner company site administrators only)
- What's new - view a timeline of updates relating to recent changes to Teamwork. A badge count will show if a new item has been added.
- Switch account - if you have already linked other Teamwork sites to your account, you can switch between them.
- Log out
- Other options:
- Beta Program - if you have the Clock In/Out or My Boards features enabled via the Beta Program, these will also be included in your profile menu.
- Version
switcher -
switch to the Classic Teamwork
interface.
- Note: The version switcher
is available to existing Classic
Teamwork accounts.
Chat
If
you
have
access
to
Teamwork
Chat
and
have enabled
Embeddable
Teamwork
Chat in
your
Teamwork
Chat
integration
settings,
you
will
see
an
additional Chat option
in
the
main
navigation
panel
in
Teamwork.
Clicking
the Chat option
will
open
Teamwork
Chat
in
a
pop-up
window
in
the
bottom
right
of
your
Teamwork
site.
