
Navigate the teamwork environment, use the dashboard and quick search, track notifications, and explore the everything, projects, calendar, statuses, and people tabs.
Set up and personalize your teamwork profile by editing details, uploading a photo, and configuring login, contact data, and notification preferences.
Set up and update your company profile in teamwork by entering company details, contact info, industry, and logo, then review collaborators and projects.
Customize your teamwork environment by branding with your colors, updating the company name, uploading a site logo and icons, and applying a color theme and saving changes.
Learn to add and invite users to a teamwork environment, set default permissions, assign projects, configure profiles, and manage notifications and roles for administrators.
Learn user types in team work environment—accounts (regular users or project administrators), collaborators, and contacts—and how to add a contact, upgrade to a user, downgrade to a contact, and invite.
Invite collaborators to bring clients into projects without extra user fees, selecting company and role; collaborators can complete tasks and reply to messages, but cannot create tasks or log time.
Understand user types in teamwork, including regular users, collaborators, standard users, and contacts. Set project administrators with defined rights to edit settings, manage users, and control visibility.
Import users in bulk by uploading a CSP or vCard file, using an Excel CSP template to enter details, and send invites to selected team members.
Learn how to add client companies in teamwork, enter company details, set public profiles and private notes, invite users, and move members between companies.
Edit users in teamwork by selecting a user from the people tab, then adjust permissions (including administrator rights), job title, and notification preferences.
Learn to manage your teamwork subscription by upgrading plans (professional, business, enterprise), applying discount codes, reviewing usage and disk space, and updating payment details to activate.
Create your first teamwork project from the dashboard by naming the project, selecting the company, inviting members, enabling essential features like tasks and milestones, and setting start and end dates.
Navigate the projects overview to manage categories, filter by category, sort by due date, view quick project details, and export projects to PDF, Excel, or CSV.
Edit and manage existing projects by adjusting settings, roles, and people, viewing activity and milestones, and configuring notifications to keep the project overview and involved users up to date.
Learn to create and manage task lists within projects, set milestones and privacy, and use templates, defaults, and move or copy task lists to streamline teamwork.
Learn task management within the teamwork project environment by creating tasks, assigning owners, setting due dates, priorities, reminders, and tags, while tracking progress and attaching files.
Learn to create subtasks and dependencies within a project, turning a parent task into manageable steps and enforcing completion order for stronger teamwork.
Edit and bulk edit tasks in teamwork projects to reassign tasks, adjust start and due dates, and manage subtasks, including date shifting and weekend handling.
Manage tasks assigned to you in teamwork by checking your my tasks list from the dashboard, noting dependencies and subtasks, tracking due dates, and updating progress with timers and comments.
Learn to use messages and comments to communicate in teamwork projects, create global announcements and meeting updates, and centralize communication across tasks and notebooks with categories and privacy controls.
Master teamwork communication through the comments area, messages, and task updates, using at mentions to notify teammates and track notifications across projects.
Edit messages and adjust details in teamwork projects, edit followers, and save changes without triggering notifications. Download a pdf or print-friendly version, archive or move messages to another project.
Learn how to manage files in teamwork, create categories, upload and version files, set privacy, preview content, and use comments and notifications to collaborate.
Create and share notebooks in the teamwork project environment to centralize information and track changes. Organize with categories, describe content, format text, notify teammates, and manage privacy.
Edit notebooks, create and compare new versions, and manage privacy, tags, comments, and attachments to track changes and collaborate with your team.
Navigate the Lynx area to create and categorize links in teamwork projects, assign colors, embed videos with code, and use filters, quick view, and notifications to manage references.
Learn how to log time against tasks and projects in Teamwork, using task timers or the project time log, marking time as billable or not, with descriptions and tags.
Log time across multiple projects from the everything section, then bulk update, edit, or move time logs to keep a clear, comprehensive daily overview.
View and sort time logs in teamwork projects, filter by user and task, view by date, edit or delete own logs, and export to pdf, excel, or csv.
Define and manage project milestones to hit key dates, assign responsibility, set visibility and notifications, and track milestone progress alongside task lists and calendars.
Navigate to the Gantt chart in teamwork projects to view and manage tasks and subtasks. Adjust timelines with dependencies, autosave, weekend handling, and dragging tasks to update schedules.
Learn to create task templates in teamwork projects to speed up repetitive phases. Save templates from the dashboard or projects, set privacy, and auto-inherit start and due dates.
Apply templates to existing teamwork projects by adding tasks to new or existing task lists, set dates, skip weekends, and assign responsibilities. Edits to templates won't affect already applied templates.
Learn to manage risk with a risk register in team work projects, assess probability and impact on cost and performance, set statuses and mitigation plans, and export or copy risks.
Generate individual project reports in teamwork to view activities, task status, workload, and milestones, export as Excel, and download PDF reports for sharing.
Generate detailed project reports in teamwork by selecting task filters, dates, and assignees, export task lists, time, comments with avatars, milestones, links, and people as pdf or excel for meetings.
View activity across multiple projects from the dashboard using the activity tab. Filter by project, date, and items assigned to you to track tasks, milestones, and events.
Explore the everything section across teamwork projects to view active tasks, edit details, manage comments, and track due dates. Apply filters and exports to organize milestones and messages.
Navigate the everything section to view and manage comments, files, time logs, notebooks, risks, links, and workload across projects. Filter, sort, and export data while adjusting privacy and tracking completion.
Learn how to tailor notification settings in teamwork projects to reduce inbox clutter by adjusting dashboard and profile preferences, and configuring project-specific alerts for tasks, milestones, messages, and private items.
Generate and review a team's activity report in teamwork projects by selecting a date range, filtering by member, and inspecting interactions across messages, tasks, task lists, and milestones.
The Teamwork Beginners Course is designed to quickly move users from being absolute beginners in the Teamwork project managament platform to being capable and proficient Teamwork users.
This course is geared to give you the skills you need to set up your Teamwork account and workspace, and create and manage projects within it, utilising best practices to get the best results. When working with Project Management software you need to know what you’re doing to avoid confusion and miscommunication, and that is what this course is all about.
The course is comprised of a number of levels, each building upon the skills learned in the last as we guide users to project management success within the Teamwork environment.