Integrating products
in the Teamwork suite
provides a wide range
of opportunities for
cross-product
collaboration. From connected
projects to task
lists, you can easily
track and manage to-do
items from your spaces
and pages, as well as
provide your team with
a holistic view of
related items across
your product
sites. | Curriculum |
|---|---|
| ◑ Linking a space to a
project | |
| ◑ Adding
a task list to a
page | |
| ◑ Creating tasks within
a page | |
| ◑ Editing tasks within a
page |
Once you have your Teamwork
Spaces site connected to Teamwork, you can
explore all that the
integration has to offer!
Linking
a space to a
project
Each space on your
site can be associated
with an
individual project on
your
Teamwork site. As an
example, you may have a
project to manage your
marketing campaigns for the
year and a corresponding space
that contains any relevant
campaign rollout
documentation.
While viewing a space, click the options
button (three dots) next to the space name
and select Space
Settings from the
dropdown menu.
Note: Only space managers and
site administrators can link a Teamwork
project.
From the space option area, click
the Add link to a
project button.
A pop-up modal will open with a list of
the projects you have access to on your
associated Teamwork site. Using the search
field at the top, you can search for
projects by name. Select the relevant
project and click Add.
The project will be listed in the
space options area. Click Save
changes to apply the link
to the space.
Once saved, the selected project will
be listed
under Linked
Project in
the left pane of your space. Clicking
the project name will bring you
directly to the project in
Teamwork. You can quickly change
the project associated with the space
or unlink the existing project using
the options to the right of the Lined
Project section.
While you can link multiple
spaces to a project, an individual space
can only be associated with one project at
a time.
Viewing a connected space
in
Teamwork
In Teamwork, you
can quickly see the space
associated
with the project via the project's
Dashboard tab.
Scroll to the bottom
of
the left sidebar where you will
see a
section for Project
Spaces. Click the
space
name to open it in a new
tab.
Adding a task list to a
page
At times, you may
have tasks you are working on
in Teamwork that
directly relate to the
contents in a space, such as
meeting notes.
You can easily embed
an existing task list into the
contents area of a page within
a space.
While the page is in
edit mode, select
the + icon to
the right of the editor
toolbar and
choose Teamwork
project
tasks from the
dropdown menu.
A task list area will be added to
the page. Once you select a project from the
project dropdown, you can also select an
individual task list and filter the tasks by
tag.
The task list will be added to the
page where you can interact with the tasks as
you would in Teamwork. Don't forget
to click Publish to save your
page changes!
You
can refresh the source projects list,
return to the project selection view,
expand it to a pop-out window, or
remove
the task list from the page.
Whether you are in edit or view mode for
the page, you can click the three dots to
the right of each task to show the
subtasks area. To open or close the
subtasks view for all tasks in the list,
select Expand all / Collapse
all in the top
right.
Other task options include completing the
task or clicking the task name to open a
quick view pane, which will provide you
with all the task options you would see in
Teamwork.
Creating tasks within a page
When a task list is
added to
a page, you will see
an Add a
task button at
the bottom of the list of
existing tasks. Creating a
task via the task list widget
will automatically sync it
with Teamwork. Tasks
can be created while the page
is in view or edit mode.
A quick tip here is how to assign a
task you are creating. Typing @ will bring up
a list of users where you can select the
relevant individual.
Editing tasks
within a
page
You can easily access full edit
options for each task by clicking the
task name in the list. This will open
a quick view panel where you can hover
to see the edit pencil and other quick
edit options like in Teamwork.
Hovering over the task in
the task details view will reveal the edit
pencil and additional options dropdown. You
will also see the individual quick edit
options for the
task such as subtasks, time, and
priority.
Whether you're creating new tasks,
updating existing tasks, or even deleting
tasks, your changes made in Teamwork Spaces
will be reflected in Teamwork!
| Summary | |
|---|---|
| Now
that you have completed
the guide to integrating
with
Teamwork, you
can
easily take the following
actions
on your site: | |
| Chapter | Skill |
| Connecting to
Teamwork | ✓ Enable
Teamwork |
| Linking spaces to
projects | ✓ Link a space to a
project ✓ Go directly to the
project from the
space ✓ View a project's
connected spaces in
Teamwork |
| Using the Teamwork project
tasks
integration | ✓ Add a task list to
a
page ✓ Show the subtasks
view ✓ Create a task and
assign it to a
user ✓ Open the task
details view and
access the edit
options |