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
This will allow you to add the following project items quickly:
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.
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.
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).
Selecting the Projects option from the main navigation menu will bring you directly to the projects List view of all of your projects.
The Time area will show all time logged across all of your projects where you have permission to view time.
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
- Reports - the Reports area
includes a variety of different
reporting options. The reports
available to you will depend on
your subscription and
- 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
- People - The people
area has multiple
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.
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.
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.
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:
Profile - This will
allow you to
related to you
bring up a
as your name,
- Settings -
Will allow you
- My Tasks
Apps - view
- 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:
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.