Learn Teamwork | Quick Start Course

Explore how to view and organize projects with list and chart views, filter by company and category, and manage private or sandbox projects with start and end dates and overlaps.

Organize your work by creating boards and columns in the portfolio to track projects from backlog to in progress, on hold, or canceled, including by department or client.

Set project milestones to track progress, assign responsible teammates, and mark fixed and flexible dates, using tags and a milestone calendar to align tasks with a successful product launch.

Plan with task lists to align milestones with specific task lists, attach relevant lists to milestones like marketing, web sites, and event planning, and track progress toward completion.

Create and organize tasks within task lists for a social media marketing launch, assign subtasks, set start and end dates, and manage cross-team workflows to keep campaigns on track.

Use the Gantt chart to track tasks with start and end dates, milestones, and dependencies, and quickly adjust tags, reassign tasks, and align dates across project views.

Adopt an agile board view, manage tasks through backlog, in progress, in review, and complete; learn to drag and drop, assign owners, set dates, and use triggers to advance work.

Invite key users to your teamwork environment, assign project roles and permissions, monitor logins, update statuses, and impersonate users to verify access across projects.

Access the my tasks list from your avatar to see all tasks assigned to you across projects, with due dates, status, and task overview including files, time logs, and comments.

Log time against tasks with a timer or manual entry, mark billable time, and add tags to enhance time reports and visibility across projects and months.

Learn to centralize team communication by using comments on specific tasks, mention teammates, attach files, and keep collaboration focused within your teamwork projects.

Access project-specific messaging to share task-focused updates or announcements, select notified teammates, attach files, and use markdown formatting for streamlined project communication.

Use notebooks to centralize team collaboration and brainstorming, store logging details, and track notebook versions while controlling visibility and email notifications for sensitive content.

Track account activity across the dashboard and projects view, filter to starred items, and monitor today's and late tasks. Generate and download targeted activity reports for specific contributors.

Visualize project progress across multiple projects with a dedicated overview section and activity reports. Track personal tasks, upcoming milestones, unread comments, and popular tags for a quick project snapshot.

Manage risk across projects with the risks feature, add risks, assess probability and impact on cost and performance, and track open, pending, or closed status with mitigations.

Close out projects by reviewing outstanding tasks, marking them complete, and deleting unnecessary ones. Move completed work to the portfolio’s completed section and archive old projects after a set period.

Archive completed projects to keep records, remove them from active views, and prevent incomplete tasks from cluttering the everything section; reuse archived template to save setup time.

Set up departments as separate companies in teamwork to manage diverse teams, use scrum boards and private task lists to control notifications and streamline product management.

Explore how marketing teams move a product through photo shoot, edits, image approval, layout and social media approvals using board-driven workflows, triggers, and cross-functional task assignment.

Track time in your team environment to improve billing accuracy, manage workloads, and identify bottlenecks; allocate estimated times for photography and social media and compare with logged time for invoicing.

Learn how product managers use teamwork to juggle projects and teams. Set up departments as companies, use task boards and private lists to control notifications and streamline workflows.