Teamwork Project Manager

Drag your clients from email to Teamwork Project Manager

Lots of people are familiar with email and are comfortable using it.

This not always ideal when you want the emails kept within Teamwork Project Manager.

If a client sends you an email outside of Teamwork Project Managaer, you can create a new message in the project that is appropriate and set the author as your client.

To do this

1. Log in to your Teamwork Project Manager installation
2. Create a new Message in the appropriate project
3. Click into the new message (right now it looks like you wrote it)
4. Click on the profile picture next to the message
5. Select the name of your client in the pop-up window
6. Click Update Message button

The message is now updated to show that your client posted it. When you reply to this message and email notification is sent to the user with your new reply and the conversation is stored in Teamwork Project Manager.

With the Reply-By-Email feature, all future correspondence will be stored within Teamwork Project Manager.

Quickly set the task due date to today

When you are creating or editing a task, you can double click the Complete by (Due date) text box to insert today's date.

You can choose Today, Tomorrow, Next Week, Next Month quickly by clicking the links under the Complete by text box.

Time your tasks automatically

When you are working on a task, set a timer to automatically time the task and quickly log that time against the task when you're done.

To do this

1. On the Tasks tab of a project, click the Options drop down to the left of the task
2. Click on Start Timer
3. A new task timer bar will be displayed at the bottom of the screen
4. When you are finished the task, click the Log Time button and choose Billable if you want to log billable time.

You can freely move around your Teamwork Project Manager installation and the task timer will always be shown and counting...

Create a custom domain for your installation

Did you know you can create a custom domain for your Teamwork Project Manager installation?

If you are on the Business 2, Corporate or Enterprise price plan, you can create a custom domain that is familiar to your clients.

For example

if your domain name is www.mydomainname.com, you can set up projects.mydomainname.com

Note:

• SSL is not supported on Custom Domain names
• SSL can be activated on Custom Domains if you are using the Host-it-yourself licensed version of the software
• Custom Domains are only available on the following price plans
  • Business 2
  • Corporate
  • Enterprise

Send a notification of a new/edited task to all people on a project

Keyboard shortcut when adding tasks

Did you know you can submit the Add Task form using CTRL+ENTER keyboard shortcut?

This makes adding multiple tasks even easier!