Learn Teamwork | Advanced Course

Learn to organize work with project portfolios by creating boards and columns, moving projects through planning, development, and prelaunch, and using portfolio views to manage multiple categories.

Explore the project chart to view all active projects with start and end dates, track milestones, overdue items, and generate activity reports from the chart.

Archive projects in teamwork to save space and keep a read-only history for future reference. Use archived projects as templates or copy them to create new active projects.

Discover how to permanently delete or archive projects, and restore deleted items from the project trash can within 30 days, including tasks, milestones, time entries, files, and comments.

Learn teamwork task best practices by naming tasks with verbs, assigning clear owners and due dates, and using multi-person assignments to clarify responsibility and drive timely completion.

Learn teamwork by importing and modifying tasks with Excel files, using a sample for correct formatting, and arranging subtasks with drag-and-drop or the tab shortcut.

Learn how to use the board view to manage tasks across columns, drag and drop from backlog, and create and assign tasks with due dates, priorities, tags, and estimates.

Learn to use triggers in the board view to auto complete tasks and reassign them as items move through stages, streamlining teamwork and project reviews.

Learn to grant users Tosk template permissions by editing profiles to let team leaders manage templates, duplicating work quickly without full administrator rights, and saving changes after toggling permissions.

Learn to generate invoices and expenses in teamwork by setting project and per-user rates, tracking billable time, and creating fixed-price or time-based invoices.

Edit invoices in team work projects by adding notes, po numbers, or descriptions to open invoices, updating completed ones, and reopening or deleting items for accuracy.

Explore site-wide integrations in teamwork projects and configure them from settings to enable tools like Dropbox and Google Drive, linking top-level folders and per project for automatic updates.

Explore how the teamwork projects chrome extension lets you create tasks, assign milestones, build projects, send messages, log time, and save links from any web page.

Log time from any desktop without logging into your teamwork account with the timer app. It offers customizable display, idle pause, task integration, and automatic timer management across projects.

Discover how third party integrations in teamwork projects streamline workflows by linking apps like Dropbox, Google Drive, HubSpot, and GitHub, centralizing information and enabling better time tracking and oversight.

Explore how to use the quick add menu to rapidly create projects, milestones, tasks, time entries, messages, events, and invites, with keyboard shortcuts for efficiency.

Create personal shortcuts in teamwork projects for notebooks, milestones, sections, and task lists to save time. Name, pin, save, and access shortcuts from your profile with a quick keyboard shortcut.

Explore keyboard shortcuts in teamwork project to navigate tasks and boards, access personal, project, and global shortcuts, and perform actions like editing, assigning, completing, and logging time with key presses.

Save and share overdue task filters to focus on team members' assignments, using the filters button to define overdue parameters, include unassigned tasks, and sort by date for quick oversight.

Learn to create and assign tasks in teamwork via email by sending to the project address, including due dates, priorities, privacy, tags, descriptions, and subtasks.

Learn to respond to notification emails in teamwork projects, create and update tasks, log time, and manage completion or reassignment from your inbox.

Create messages in your teamwork project by emailing the messages address, set the subject to the message title, and use notify, private, confidential, and tags while mentioning teammates.

Learn to create notebooks via email by sending to the notebooks email address, and set a private notebook to avoid automated creation that could be abused.

Discover how to add files to teamwork projects by email using the project-specific address, attach files as attachments, and organize them into private client categories with size limits.