• Any tasks related to getting $ from clients must be done asap

Updated: 31/Jan/2017 JB

Teamwork Projects

• • Creating a Task: https://youtu.be/l_z-squXkIg

• What is the Dashboard?

The Dashboard is the first page you see when you log in to the Teamwork account.

The Dashboard shows the latest activity from your last 10 active projects. You can also view Upcoming Tasks, Milestones, Calendar Events, Tasks due today and late Tasks & Milestones.

The left-hand side of the Dashboard lists your projects that were active in the last 30 days.

• What's the difference between the Dashboard and the Project Overview?

Dashboard

• • The Dashboard gives you information about items across all your projects. It is limited to showing activity from your last 10 recently modified projects.

  • The left-hand side lists all your projects accessed within the last 30 days. You can choose to expand this to show all the projects you're a member of.

Project Overview

• • The Project Overview is exactly the same but only gives you information about items in the current project you are looking at.

  • The Project Overview has a full log of activity on that project.

• Can I show only my items on the Dashboard?

Sure, by selecting one of the tabs, such as Today's Tasks, you can then filter to show only your items.

This becomes the default and only your items will show.

• What are task lists?

Task lists are simply a collection of individual tasks. Task lists cannot be assigned to people but the individual tasks in a list can be assigned to multiple people.

Example:

• • Task List 1

    • • Task 1

        • • Sub 1

      • Task 2

        • • Sub1

      • Task n

  • Task List 2

    • • Task 1

      • Task 2

      • :

      • Task n

  • Task List 3

    • • Task 1

      • Task 2

      • :

      • Task n

• Can I create dependent tasks?

Yes. When you are creating a task that you wish to have a predecessor:

• • Select the Dependencies tab in the task create box

  • In here you will be able to select the task that you wish to precede this task

Note:

You cannot select a task from another project.

• Who can complete tasks?

Users can complete/uncomplete the following:

• • Tasks they are assigned to

  • Tasks they created

  • Tasks assigned to Anyone

• Can I create recurring tasks?

When a task is set to repeat, the next task in the sequence is created when the latest task is marked as complete. You can also inspect the future repeating dates and create a task that repeats in the future if you want to modify certain details for one task in the sequence.

You can create recurring tasks at the following intervals:

• • Daily

  • Weekdays Mon-Fri

  • On Selected Days.... (You choose)

  • Weekly

  • Every two weeks

  • Monthly

  • Every 2 months

  • Every 3 months

  • Every 4 months

  • Every 6 months

  • Yearly

Note:

• • Subtasks will copy with recurring tasks

  • Comments do not copy with recurring tasks

  • Dependencies do not copy with recurring tasks

  • There is an option when creating the recurrence to set them to repeat indefinitely

• How can I undelete a task?

All deleted items on a project are moved to the project trash can and can be restored from there, You'll find the project trash can in the project's "Overview" tab, under the "Options" button near the top right of screen..

The trash can is used to restore items which have been deleted from your teamwork account within the last 30 days.

• Can files be attached to tasks?

Yes. If you edit a task you can attach files using the Files tab of the Edit Screen.

You can choose to upload new files or select from existing files already uploaded to your project.