Within Teamwork, you can use the main
navigation menu to move
between the various areas of your
site.
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.
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 Home are
pinned by default and
cannot be
unpinned.
Pinning
menu slide out panels
Some navigation menu items open in an additional slide out panel. You can pin this panel so that it remains visible as you work.
Menu items that open in a slide out:
- Search
- Jump to
- Notifications
- Embedded Chat
Select one of the supported menu items, then click the pin icon at the top of the panel to pin it.
Once pinned, the panel remains open and pinned to the main navigation menu. When you access any of the supported menu items, the pinned panel updates to display that item's details.
Hiding the slide out panel
- Click the X at the top of the pinned panel to close it temporarily. The next time you click one of the supported menu items, the panel reopens and is pinned once again.
- To fully hide the panel, click the pin icon to unpin it. When unpinned, the panel auto-closes whenever you navigate to another area of Teamwork that doesn't open in a slide out panel.
Quick
Add
This will allow you to add
the
following project items
quickly:
- Task
- Start
timer
- Log
time
- Project
- People - invite
users to your
site.
- Note: When
viewing a project,
this option instead
allows you to add
people to the
project.
- More...
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.
Home
The Home area acts as a hub for items
most relevant to you in your day-to-day
work.
- My work -
shows your active tasks, giving an
overview of what is outstanding, in
progress, and upcoming.
- My projects
- Activity
- Inbox
- Dashboards
- Events
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:
- Templates - access to these areas is dependent on your profile permissions.
- Project templates (available on Deliver, Grow, and Scale subscriptions)
- Task list templates
- Forms - quick links to the published versions of existing forms on your projects.
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.
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.
