ReferenceGuide

TABLE OF CONTENTS
Introduction............................................................................................................................................................5
HowtoUseTeamworkPM......................................................................................................................................6
FirstLookatyourTeamworkPMAccount..............................................................................................................7
Projects...................................................................................................................................................................8
SettingupaNewProject....................................................................................................................................8
CopyingAnotherProject.....................................................................................................................................8
AccessingYourProjects......................................................................................................................................8
Starring/Unstaring..............................................................................................................................................9
ProjectReport.....................................................................................................................................................9
ProjectRoles.......................................................................................................................................................9
ProjectLogo......................................................................................................................................................10
ProjectDates....................................................................................................................................................10
ProjectAnnouncement.....................................................................................................................................10
ProjectLook&Feel...........................................................................................................................................10
Archiving...........................................................................................................................................................10
DeletingaProject.............................................................................................................................................11
Milestones............................................................................................................................................................12
ViewingAllMilestones.....................................................................................................................................12
AddingaMilestone...........................................................................................................................................12
AddingMultipleMilestones.............................................................................................................................12
ExportingtoCalendarApp................................................................................................................................13
Tasks.....................................................................................................................................................................14
ViewingTasks&Tasklists..................................................................................................................................14
TaskLists...........................................................................................................................................................14
TaskListCreation..............................................................................................................................................14
TaskListTemplates...........................................................................................................................................15
CompletedTaskLists........................................................................................................................................15
ActiveTaskListOptions....................................................................................................................................15
IndividualTasks.................................................................................................................................................16
AddingaTask....................................................................................................................................................16
QuicklyAddMultipleTasks...............................................................................................................................16
CompletedTasks...............................................................................................................................................16
ActiveTaskOptions..........................................................................................................................................18
Messsages.............................................................................................................................................................19
ViewingMessages............................................................................................................................................19
MessageCategories..........................................................................................................................................19

AddingaMessage.............................................................................................................................................20
Emailintegration.............................................................................................................................................20
EmbeddingGoogleDocsandProofHQintoyourMessage..............................................................................20
Files.......................................................................................................................................................................21
ViewingFiles.....................................................................................................................................................21
SortingFiles......................................................................................................................................................21
Categories.........................................................................................................................................................21
MovingFiles......................................................................................................................................................21
CommentingonaFile.......................................................................................................................................21
UpdatinganExistingFile...................................................................................................................................22
DownloadingFiles.............................................................................................................................................22
FileSpace..........................................................................................................................................................22
DeletingaFile...................................................................................................................................................23
Permissions&People...........................................................................................................................................24
Administrators..................................................................................................................................................24
ProjectAdministrator.......................................................................................................................................24
OwnerCompanies&ClientCompanies............................................................................................................24
DeletingaCompany..........................................................................................................................................25
AddingaUser...................................................................................................................................................25
MovingaUser...................................................................................................................................................25
UserNumberLimits..........................................................................................................................................25
DeletingaUser.................................................................................................................................................25
File/Message/TaskPrivacy...............................................................................................................................26
TaskPermission................................................................................................................................................26
TimeTracking.......................................................................................................................................................27
TaskTimer.........................................................................................................................................................27
ProjectTimer....................................................................................................................................................27
TimeReports.....................................................................................................................................................27
Edit/DeleteTimeEntries...................................................................................................................................28
Notebooks............................................................................................................................................................29
NotebookView.................................................................................................................................................29
NotebookCategories........................................................................................................................................29
CreatingNotebooks..........................................................................................................................................29
NotebookOptions(WhenClosed)....................................................................................................................30
NotebookOptions(WhenOpen)......................................................................................................................30
Calendar................................................................................................................................................................31
Calendarview...................................................................................................................................................31

Milestones........................................................................................................................................................32
Editing/DeletinganEvent.................................................................................................................................32
Subscribing.......................................................................................................................................................32
RiskRegister.........................................................................................................................................................33
ProjectRiskRegisterOverview.........................................................................................................................33
AddingNewRiskEntry......................................................................................................................................33
Editing/DeletingaRiskEntry............................................................................................................................33
RiskReport........................................................................................................................................................33
Resources.............................................................................................................................................................34
AddingaResource............................................................................................................................................34
SecurityIssuesconcerningResources..............................................................................................................34
Statuses................................................................................................................................................................35
UpdatingYourStatus........................................................................................................................................35
ViewingStatuses...............................................................................................................................................35
Internationalization..............................................................................................................................................36
Date/DayFormat&Timezones........................................................................................................................36
Security.................................................................................................................................................................37
SSL.....................................................................................................................................................................37

INTRODUCTION

ABriefintroductiontoTeamworkPM
Teamwork Project Manager is an online application that helps you get organized and take control of your
current projects, task lists, milestones, files, notebooks, resources and time. It is aimed at anyone who has
multipleprojectsonthego.Theapplicationisperfectforanytypeoforganization,group,teamorindividual.
Itisfullysupportedsoftwarethatisconstantlybeingimprovedandupgraded.Ifyouhaveanysuggestionsor
featurerequests,youllfindabuttonforthisatthebottomofeverypageinTeamworkPM.

FurtherQuestions
Thismanualisdesignedtogiveyouathoroughintroductiontoyourprojectmanagementsolution,butifyou
have any questions, just click on the feedback & suggestions button at the bottom of your TeamworkPM
account,orvisitourwebsiteonTeamworkPM.net.

LookandFeel
Teamwork PM is designed so you can dive right in. Most of the features share the same layout to make
TeamworkPM as easy as possible to use. This manual is designed as a reference should you want to know
moreaboutacertainfeature,oryoujustwanttolookveryimportantandbusyforawhile.

MissingOptions?
Many of the options explained in this manual are not available to all users. Which options you see will be
largelybaseduponwhatprivilegesyouraccountadministratorhasgivenyou.

HOW TO USE TEAMWORKPM

TeamworkPM is a completely online solution. You can access your account from any computer just by
navigatingtotheaddressofyourinstallationandloggingin.Wesupportthefollowingbrowsers:
o
o
o
o
o

InternetExplorer7,8,&9
Firefox3.5+
Safari4+
GoogleChrome
Opera

Loggingin
ToaccessyourTeamworkPMaccount,openyourwebbrowserandentertheaddressofyourinstallation.For
example,youraddresswillprobablylooksomethinglike
mycompany.teamworkpm.net
Youllbegreetedbyasimplepagewithyourcompanylogoandaloginboxtoenteryourusernameand
password.(Youraccountadministratorwillgiveyouthesedetails)Enteryourusernameandpasswordand
clickSignIn.

ForgottenUsernameorPassword
Ifyouforgetyourusernameorpassword,clickontheIforgotmyusername/passwordlink.Youwillbeasked
toentereitheryourusernameoremailaddress.Oncesubmitted,anemailwillbesenttotheemailregistered
toyouraccountwithatemporarypasswordforyouraccount.
KeepmeLoggedin
If you are at a computer you use often, you can check the keep me logged in option so you will be
automaticallyloggedineachtimeyouvisityourinstallation.
LoginwithanOpenIDInstead
TeamworkPMsupportslogginginwithOpenID.FormoreinformationonOpenID,visitopenid.net.

FIRST LOOK AT YOUR TEAMWORKPM ACCOUNT

Whenyoufirstlogintoyouraccount,youllbebroughttoyourdashboard.Fromhereyoucangetanoverview
oftheprojectsinyouraccount,yourtasks,eventsandprojects.
1.

TopMenu
Changecurrentview,Dashboard,Everything(AllTasks),Projects,CalendarandStatuses

2.

YourProjects
MostRecentlyAccessedProjects

3.

Project&AccountMenu
SwitchProjectsQuickly,EditAccountdetails,UpdateStatusandLogout

4.
5.
6.
7.

Search
TasksandEvents
MostRecentProjectActivity
FeedbackButton

PROJECTS

ThebasicbuildingblockofyourTeamworkPMaccountwillbeprojects.ThereshouldbeaseparateProjectset
upforeachjob/project/companyinitiativeasyouseefit.ProjectscontainTasks,Milestones,Notebooks,Files,
Timetracking for that project, resources and more. Each project can be configured to give people in your
companydifferentlevelsofaccess,alongsideclientsfromanothercompany.

SETTING UP A NEW PROJECT

LocatedontheDashboardpageontherighthandsideisanAddProjectbutton.You
canalsofindasimilarbuttonintheProjectspage.(Youmusthavetheprivilegestoset
upanewaccountinordertoseetheseoptions.)
A Lightbox will popup asking you for the Project Details. You will firstly be asked for a project name, and
beneaththisarethevariousprojectoptions.
DescriptionTab

Hereyoucangiveabriefdescriptionoftheprojectforotherstosee

ClientTab

SelectwhetherornotthisprojectisforaClient,orjustaninternalproject.Ifyou
selectYes,thisprojectisforoneofourclientsyouwillbegreetedwithmore
options.Youcanselectanexistingcompanyorclient,orenterthenameofanew
companyorclient.

FeaturesTab

Here you can turn on or off various features of the project. This can be changed
laterundertheprojectsettings.

Viola!Youvecreatedyournewproject!

COPYING ANOTHER PROJECT

If you want to use a previous/current project as a template for a new project,
browsetotheprojectyouwishtocopy,andintheprojectoverviewscreen,click
ProjectOptionsontheRighthandside.ClickCopythisproject.Adialogwilldisplayallowingyoutonamethe
newproject.Whenyournewprojectiscreated,allitemsfromtheexistingprojectwillbecreatedandoffsetby
thecorrectnumberofdaysfromtheprojectcreationdate.

ACCESSING YOUR PROJECTS

Thereareseveralwaystoaccessyourproject:
LeftHandSidePanel

Youcanalsoaccessitfromthelefthandsidepanelinthedashboard.Ifyoucant
seeyourprojecthere,justclickViewallActiveProjectstoseethelistexpand.

TopMenuLeft

Onthetoplefthandsidemenu,youcanclickontheprojectstabtobringupalistof
all active projects you have access to. These are split into tabs including Current,
Late&Completeprojects.YoucanalsoaccessaProjectChartfromhere.

TopMenuRight

Onthetoprighthandmenu,thereisanoptionSwitchProject.Clickingonthiswill
bring down an option box with your 5 most recently accessed projects. There are
tabsatthetopofthisboxthatallowyoutoviewyourStarredorAllprojects.Atthe
bottom of this box, there is a search box you can start typing some letters or the
nameoftheprojectandoptionsofclosematcheswillappear!Howuseful!

Oh, and just to make your life easier, nearly all mentions of your project name throughout your
installationwillactuallybealinktothatproject.

STARRING/UNSTARING
To help you keep track of your top/pertinent/favourite projects, you can Star them. This will allow you to
select from Starred projects in the drop down search, or just get dashboard updates from your starred
projects. If selected, you will only see Late, Upcoming and Due Today notification badges for items in your
starredprojects
Tostaraproject,simplyclickthegreyedoutstartotheleftoftheproject,orintheProjectoptionsmenu,you
canselecttostartheproject.Unstaringworksinthesameway.

PROJECT REPORT
To get a full report of theproject,click
ontheProjectOptionsbutton
This will present you with a full
overview of the project, including
Milestones, Task Lists, Tasks, Status of
Milestones and Tasks, and Time logged
todate.

ForeasyPrinting,thisreportcanbeexportedtoPDF,simplyclickthebuttononthetopright
handsideofthereport.

PROJECT ROLES
Youcandefinespecificrolesforpeopleforyourproject.Thiscanbehelpfultoseewhoisresponsibleforeach
areaonthisparticularproject.TheirrolewillappearundertheirnameontheProjectOverviewpage.Toaccess
theProjectRolespage,selectitfromtheProjectOptionsdropdownmenu.
Toaddanewrole,selectthe+AddRolebuttononthetoprighthandcorneroftheProjectRoleswindow.A
newwindowwillaskyoufortheRolesNameandDescription,aswellasselectingwhatpersonorpeopleyou
wishtoassignthisroleto.
Toremoveapersonfromarole,simplyselectRemove[PersonsName]fromthisRole.

PROJECT LOGO
In the Project Options dropdown menu, select Project Logo. This will take you to the Logo upload page,
whereyoucanselectanimagefromyourcomputertouseasthelogoforthisproject.

PROJECT DATES
The timespan of your project can be defined in the Project Dates option (under Project options). You can
selectastartdateandanenddatefortheproject.Thesedateswillshowunderneaththeprojectlogoonthe
mainprojectoverviewpage.
Toremoveprojectdatesalreadyentered,selecttheoptiontoremoveinthesamewindowyouenterthedates
into.

PROJECT ANNOUNCEMENT
Ontheprojectoverviewpage,youcanhaveanannouncementatthetopofthemainsectionofthepage.This
canbeusefulfortellingallpeopleontheprojectanimportantannouncement,update,websitelinkandsoon.
To create/edit this, on project options button, click Project Settings. Under Project Announcement, you can
editthemessage,andeditwhetherornottohaveitdisplayed.

PROJECT LOOK & FEEL

UnderProjectOptionsandProjectSettings,thereareseveraloptionstocontrolhowyourprojectwilllookand
feel.Thisincludeschangingtheoriginalsettingssuchastheprojectname,descriptionandcompany.
Thelookofyourprojectcanbechangedfromhere;

StartPage

Youcanchangewhichpageusersaresenttowhentheyfirstentertheprojectpage

ProjectTabs

Selectwhichtabsyoudo/donotwantdisplayedinthisproject

ContactDetails Ontheprojectoverviewpage,youcandecidenottoshowpeoplescontactdetails.
This is useful if your project is being collaborated on by clients that do not know
each other or outside contractors. It is also used to ensure all communication
betweenyourclientsstayswithinTeamworkProjectManagerandyourclientsare
notabletoemaileachotheroutsideofyourinstallationastheircontactdetailsare
notdisplayed.

ARCHIVING
ArchivedprojectsdontdisplayactivityintheDashboardorProjectOverviewscreens,andcannotbeedited
untiltheyhavebeenmarkedasActiveagain.
To mark a project as Archived, go to Project Settings under Project Options. Under Status, you can select
ActiveorArchivedandthenclickSave.

DELETING A PROJECT
If instead of archiving yourproject,you wish todelete it, youcan select theDeleteProject option from the
ProjectOptionsdropdownmenu.
BeCareful,thiswilldeleteallofthefilesandtasksinthisproject.
Thinkaboutarchivingyourprojectinstead.

MILESTONES

Large milestones for your project can easily be added and tracked on
TeamworkPM. These Milestones will automatically be entered into the
company calendar as well as the milestones section of the project.

VIEWING ALL MILESTONES

Clicking Everything in the top left corner will allow you to select a tab, All Milestones. This will show all
milestones due in the coming three months, Late Milestones, and Completed milestones respectively by
choosingtherelevanttab.
YoucanfiltertheresultsbyuserusingthedropdownatthetoprighthandsideoftheMilestonesview.

The milestones view can easily be exported for printing. Simply select the Printable Calendar
optionnearthetoprighthandcorneroftheMilestonesview.

ADDING A MILESTONE
ToaddaMilestonetoaproject,simplyclicktheMilestonestabinyourproject.Atthetoprighthandsideof
theMilestoneswindow,thereisabutton,similartotheaddprojectbutton,allowingyoutoaddaMilestone.
Youcanthencompletethefollowingfields;

MilestoneName

Doeswhatitsaysonthetin!

WhenisitDue?

DatetheMilestonewillbeshownforcompletion

WhosResponsible?

StaffmemberresponsibleforcompletionofMilestone

IsitPrivate?

Selectingthiswillmakethemilestoneonlyviewabletoyourcompany

NotifybyEmail?

SelectwhethertoNotifyResponsiblepersonofnewMilestone

Emailreminder?

Selectwhethertosendareminderemail24hoursbeforeduedate

ADDING MULTIPLE MILESTONES

OntheProjectOverviewscreen,onthelefthandside,youwillseeanoptionAddMultipleMilestones.This
willallowyoutoaddupto10milestonesatonce.Optionsforthesemilestonesarethesameaswhenentering
asinglemilestone.
Ifyouwishtoenterlessthan10,justleavetheunwantedfieldsblankandtheywillbeignored.

EXPORTING TO CALENDAR APP

On the Milestones tab in a project you can subscribe to the iCal feed to get your milestones to show up in
GoogleCalendar,Outlook2007,iCaletc
Togetmilestonesacrossallprojectstoshow,clickAllitemsthenchoosetheAllMilestonessection.Subscribe
totheiCalfeedonthispagetogetafeedofallmilestonesacrossallprojects.

TASKS
Tasks signify specific jobs/items to be completed. Unlike milestones which give a
specificpointintimewhenasignificantpartoftheprojectisreached,tasksarejob
centrictotheactualworktobecompleted.

VIEWING TASKS & TASKLISTS

Onaparticularproject,youcanclicktheTaskstabtoviewalltasksthatarenotcompletedyet.Theywillbe
seperatedintotheirrelevanttasklists.Eachtaskwillshowwhothetaskisassignedto,thetitleofthetask,the
duedate,andanyspecificprioritythistaskhas.
Anyotherwaytoviewtasks,istoclicktheEverythingbuttononthetoplefthandmenu.Thiswillallowyouto
viewtasksacrossallprojects.Youcanviewthetasksby;

AllActiveTasks

Youcanspecifywhostasksyouwishtoview,andforwhattimeframeon
therighthandsideofthetaskswindow.TheAllTasksReportcanalsobe
accessed from here. This report will show you your chosen tasks in a
printablereportlayout,includingalldetailsofthecurrenttasks.

AllCompletetasks

At the top of this window you can select From, To, and Who. This will
deliverareportstylelayoutdetailingcompletedtasksbyProject,TaskList,
Priotiry, completed by, Dates, Times and so on. You can download this
reportasPDForExcelbyusingthebuttoninthetoprighthandsideofthe
taskwindow.

TASK LISTS
Tasklistsaresimplyacollectionofindividualtasks.Tasklistscannotbeassignedtopeoplebuttheindividual
tasksinalistcanbeassignedtomultiplepeople.Whenviewingyourtasks,theywillbeseparatedintotheir
respectiveTaskLists.AllactivetaskscanthenbeseenonthelefthandcolumnintheTasksview.

TASK LIST CREATION

UndertheTaskstabofyourproject,clickthe+AddTaskListButton.Thepagefollowingwillhavethetasklist
creationdividedintotabs.

Notes

EnteranynotesforthisTaskList

Template

IfyouhaveTaskListtemplates,youcanselectfromthemhere

Milestone

YoucanassociatetheTasklistwithaMilestone.SelectfromDropdownmenu.

TASK LIST TEMPLATES

Task List templates can be created in the Settings area of your installation. When you create Task List
Templates,theywillnowshowontheCreateTaskListformwhenyoucreateanewTaskListinaproject.
ThenewtasklistwillbepopulatedwiththetasksassignedtothetemplateyouusedtocreatethenewTask
Listandcanbeassignedtoaperson,haveaduedateandmarkedaspublic/private

COMPLETED TASK LISTS

Completed task lists are listed on the left hand pane in the Tasks view. You can add a task to this list by
selectingit,andaddingataskasnormal.ThelistwillthenbemarkedActiveandmovedtoyouractivetask
lists.
Note:Onalistwithsometaskscompleted,abuttonwillappearatthebottomofthetasklistintheTasksView
allowing you to see the completed tasks. (To give you a real sense of
achievement)

ACTIVE TASK LIST OPTIONS

Ontheleftofeverytasklistinthemaintasksview,thereisabuttonwithtwo
downwardfacingchevrons.Clickingthiswillgiveyouadropdownmenuwiththe
following options. Note that only relevant options will show for the task list in
question.

EditTaskList

Allows you to change the original creation

settingsoflist(name,notesetc)

SortTasks

Can sort tasks by Person, Priority, Date or

TaskName

QuicklyaddTasks

Popupwindowallowsforquickadditionofmultipletasks.Simplytypeone
tasknameperline,thenassigntotherelevantpersonanddate.

MoveDatesorreassign

Givestheoptiontoreassignallthetasksonthelisttoaspecificperson,or
to change the dates of the tasks due. Dates can be specified or pushed
forwardbyacertainnumberofdays.

Collapse

Collapsesthelistoutofview

GenerateReport

Generate a PDF or excel format report automatically from

here. When you click this option, a popup lightbox will allow you to
generatethereportbychoosingtasksassignedtocertainpeople,typesof
tasks, how they should be sorted on the report, and whether or not to
includeloggedtime.

TimeReport

You can export time logged in CSV or Excel format by selecting start and
enddates.

Delete

DeletestheTaskListandAllassociatedtasks

INDIVIDUAL TASKS
Tasklistsareallverywell,butwithouttasks,theywouldleadalonelypointlessexistence.Individualtasksare
oneofthekeyelementsinTeamworkPM,andthefoundationtotrackingyourprojectsprogress.Taskscontain
a Task Name, Completion date, details of the task, who is to complete the task, who can see the task and
more.

ADDING A TASK
Whenyouhavecreatedatasklist(seeprevioussection),abutton+AddaTaskwillappearbelowthetask
list title. This will expand the area at thebottom of the task list to show the options available when adding
yournewtask.
Who&When

Select who this task should be assigned to if it is to be completed by a specific

memberofyourproject.Thedefaultanyonemeansthatthetaskisassignedtono
oneperson.

MultiplePeople

Youcanalsoassignanytasktomorethanoneperson,selectMultiplePeopleanda
list of the available people you can assignthe task to will appear, allowing you to
selectmorethanonepersonforthetask.
SelectingEachSelectedPersonmustdothiswillcreatethistaskseparatelyforeach
selectedpersonasopposedtohavingmultiplepeopleassignedtoonetask.

Description

Detaileddescriptionofthetask

Privacy

Selectwhetheronlyyourcompanyofbothyouandanyclientcompanycanview

Priority

SelectfromLow,MediumorHighPriority.Thiswillshowasaniconnexttothetask.

Files

Youcanassociateataskwithfilesbyeitheruploadinganewfile,orchoosingfrom
thefilesalreadyintheFilessectionofthecurrentproject.

QUICKLY ADD MULTIPLE TASKS

OnthedropdownmenutotheleftoftheTaskListTitle,selectQuicklyAddTasks.Apopupwindowallowsfor
quickadditionofmultipletasks.Simplytypeonetasknameperline,thenassigntotherelevantpersonand
date.

COMPLETED TASKS
OnaTaskListwithsometaskscompleted,abuttonwillappearatthebottomofthetasklistintheTasksView
allowingyoutoseethecompletedtasks.
IfalloftheTasksarecompleted,theTaskListwillbemarkedasComplete.Completedtasklistsarelistedon
thelefthandpaneintheTasksview.Youcanaddatasktothislistbyselectingit,andaddingataskasnormal.
ThelistwillthenbemarkedActiveandmovedtoyouractivetasklists.

ACTIVE TASK OPTIONS

Similartotasklists,individualtasksalsohaveadropdownmenuwithoptionsforthetask.However,unlike
with Task Lists, this button is hidden until you hover over the task to give the tasks view a less cluttered
feeling.AswithTasklists,someoptionswillnotshowoncertaintasksbasedonwhothetaskisassignedto,
andtheaccesslevelofyouraccount.
ViewTaskDetails

This will give a simple view of the task, including all comments and files
associated with this task. From here you can also add a comment to the
task. When adding a comment, you can select the privacy level of the
commentalongsidewhethertonotifyamemberoftheprojectaboutyour
comment.

AddaComment

AswithaddingacommentintheViewTaskdetailsview,butdonethrough
asimplepopupwindow.

EditPerson,DueDateetc

Allowsyoutochangealloftheoptionsforthetask,andisthesameviewas
theviewduringtaskcreation.

LogTime

Tologtimespentonaspecifictask.Thiswillallowyoutologtimeagainst
thetaskbyPerson,Date,StartTime,TimeSpent,Whetherornotthetime
isbillable,andabriefdescription.
Thisloggedtimewillshowbothontherelevantprojectreports,andonthe
usersoveralltimeloggedreport.

StartTimer

Thetimeroptionwillrunatimerinthebottomofthe
window.Itshowstimeelapsedsofar,aPausebutton,an
optiontomarkthetimebillable,aButtontoLogthe
timewhenyouvefinishedwork,andthenameofthe
task.Ontherighthandsideofthetimerisalsoanoption
toclosethetimerwithoutlogginganytimeagainstthetask.

AttachFiles

MoveTask

Opensthefileuploadcomponent,allowingyoutouploadafiletothe
projectandassociateitwiththetaskinquestion.

SimplepopupwillallowyoutoselectaTaskListtomovethetaskto

Set%Complete

Setthepercentcompletefromthedropdownoptions

SendReminder

Sends an email to the person/people this task is assigned to reminding

themofthetask.

Delete

Deletesthetask.Weknowaccidentshappen,soifyoudothisinerror,the
information banner at the top of the screen will allow you to undo
deletion.SimplyclickUndo

MESSSAGES
Communicationiscentraltoanysuccessfulproject.TeamworkPMallowsyourwhole
team to see communications between team members, and integrates email
communicationssoyoucanstoreallprojectcommunicationinsideyourTeamwork
PMinstallation.Youcanalsoattachfiles,notifyteammembersandmore.

VIEWING MESSAGES
Simplynavigatetotheprojectyouwishtoviewmessagesfrom,andselectthemessagestab.Thiswilldisplay
themessagesorderedbymostrecentlycreated/repliedto.
Eachmessagewillshowthefollowing;
1. MessageTitle&CategoryMessageisin
2. NumberofReplies&DetailsofLastreply(IfAny)
3. DetailsofWhoCreatedOriginalMessageandWhen
4. IntrotextfromtheMessage
5. ViewMessage&ResponsesLink

MESSAGE CATEGORIES
Tohelpyoukeeptrackofmessages,eachmessageisplacedintoamessagecategory.Thiscanbeveryhelpful
especially in larger projects where there are many different elements to the project, for example, website,
stationary,invoicesetc.
When you are creating a message, you must allocate it to a category. You can alternatively select New
Category,andatextboxwillappearallowingyoutoenterthenameofthenewcategory.
Whenviewingmessagesinthemainmessagesview,allmessagesaredividedbycategoryonthelefthandside
pane,allowingyoutoeasilyviewallmessagesconcernedwiththerelevantareaofyourproject.

Youcanalsoaddacategorybyselectingtheeditbuttonthecategorieslistinthelefthandpanel.At
thebottomofthecategorieslist,youcanaddanewcategorynameandpressadd,simple!

ADDING A MESSAGE
SimilarlytoTaskListsandProjects,toaddanewMessage,clickonthe+AddaMessagebuttononthetop
rightofthemessagesview.Creatinganewmessageisverysimple,andtheoptionswillbefamiliarfromother
partsofTeamworkPM.
Subject

EntertheTitleofyourMessage

Category

SelecttheMessageCategory.(SeeMessagecategoriesaboveformore)

TypeyourMessage

TheBodyofyourmessage

Notify

Selectwhotonotifybyemailaboutthismessage

Privacy

Selectwhetherclientcompaniescanviewthismessage

Files

From here you can upload a file or select a file from the Projects existing files to
associatewithyourmessage.

E-MAIL INTEGRATION
WhenanewmessageormessagereplyisaddedtoTeamworkProjectManager,anemailnotificationissentto
peoplewhohavebeenselectedtoreceiveanotification.
ThesepeoplecanreplytotheemailfromtheiremailclientsuchasOutlook,Thunderbird,Gmailetcandtheir
emailwillautomagicallybeloggedasamessagereplyonTeamworkProjectManager.
YoucanalsochoosetodisablethisoptionusingtheProjectSettingspage.

EMBEDDING GOOGLE DOCS AND PROOFHQ INTO YOUR MESSAGE

YoucanembedanySSLbasedserviceintoyourmessages.

BrowsetoadocumentonGoogleDocsandnotetheURLintheaddressbarofyourbrowser.
CreateaMessageCategorycalledMyGoogleDocuments
CreateanewMessageandgiveitaname
Placethefollowingcodeintotheeditor
<iframeheight="600"width="725"src="https://docs.google.com/YOURCODE"></iframe>

ChangetheYOURCODEbittomatchyourGoogleDocumentiD
Createyourmessageandnotifyyourcolleagues!

IfyouareusingSSLyouwillneedtoensureyourSRCstartswithhttps://andnothttp://

FILES
OneofthetruebenefitsofusingProjectManagementSoftwarelikeTeamworkPMis
thecentralisationofinformationandresources.Allowingthewholeteamtobeon
thesamepage,thisisespeciallysowhenitcomestothelatestversionsoffiles.
TeamworkPMhasacentralareaforallthefilesinyourproject,includingcategories
andversiontracking.

VIEWING FILES
FromyourProjectOverviewpage,selecttheFilestabfromthetopofthepagetoseetheFilesView.Eachfile
willshowathumbnailofitselfifitsanimagefiles,oraniconappropriatetothefiletype.Alongsidethis,itwill
alsodisplaythefilename,versiondetails,uploaderdetailsandfilecategory.

SORTING FILES
TheLefthandsidepanelinthemainFilesViewdisplaysadropdownmenutosortthefilesbyuser.Thereare
severalsortoptions,includingsortingbydateupdated,filename,andfilesize.

CATEGORIES
Files, like messages, can be placed into appropriate categories to allow you to track types of file with even
moreease.Toselectmessagesbycategory,simpleselectthecategoryfromthelistonthelefthandsideofthe
mainfilesview.
Categories can be created in the same manner as categories for messages. When you are uploading your
file(s), instead of selecting an existing category from the dropdown menu, select New Category, this will
makeatextfieldappearforyoutoenteryournewcategorynameinto.
Youcanalsoaddacategorybyselectingtheeditbuttonthecategorieslistinthelefthandpanel.At
thebottomofthecategorieslist,youcanaddanewcategorynameandpressadd,simple!

MOVING FILES
To move a file to another category, edit the file and choose a new category from the Category drop down.
Whenyousave,thefilewillbemovedtothecategoryyouselected.

COMMENTING ON A FILE
Inthemainfilesview,clicktheAddCommentoptionnexttotheversionofthefileyouwishtocommenton.A
popup will allow you to enter your comment, select the privacy level of your comment, and who to notify
aboutyourcomment.
Alternatively,ifyouclickonanyfileinthefilelist,youwillbebroughttoafilesummarypage,whereyoucan
alsoaddacommentinasimilarmannertotheabovemethod.

UploadingNewFiles
OnthemainFilesView,selectthe+UploadFilesbutton.Therearetwoversionsofouruploadertooltochoose
from. Our advanced uploader works with upto date browsers, but if for some reason you cant use our
advanceduploader,clickHavingProblems?TrytheBasicUploadertobebroughttoourbasicuploader.
AdvancedUploader

Touploadafile,clickBrowse.Thiswillallowyoutobrowseyourcomputer
and select the appropriate file. You can select more than one file by
holdingCTRLwhilstyouselectthefilesonawindowscomputer,orApple
CommandkeywhilstyouclickonaMac.

Toremoveafilefromyourlist,selectthefileandpressRemove.

Toremoveallfiles,clickReset

BasicUploader

Youcanuploaduptothreefileswiththebasicuploader,andmustselect
themoneatatime.ClickBrowsetofindthefileinyourcomputer.

Category

AswithMessages,FilesarealsoseparatedbyCategory.Selectacategory
fromthedropdownmenu,orchooseNewCategoryandatextfieldwill
appear,allowingyoutoenterthenameofanewfilecategory.

ProvideDescription

IfyouclickonProvideDescription,atextfieldwillappearallowingyouto
addadescriptiontoyourfile.

NotifyPeople

Clickingonnotifypeoplewillbringupalistofpeopleontheproject.Place
aticknexttoanyonetowishtonotifyaboutthefileupload.

The files privacy settings are also located here, and you can choose
whetherornotpeoplefromclientcompaniescanviewthefile.

UPDATING AN EXISTING FILE

Inthemainfileview,orwhenviewingbycategory,thelatestversionofthefilewillhaveanoptionUploada
New Version.Simply click this option, andthe process is the same as uploading a new file. This will appear
overtheolderversionasVersion2.

DOWNLOADING FILES
Todownloadasinglefile,simplyclickDownloadnexttothefilethumbnailinthemainfilevieworDownloadin
thesinglefileview.
To download multiple files, on the main file view, under Download ZIP archive, click Select Files. This will
changeallofthefilesinthemainpaneltohaveacheckboxnexttothem.Simplycheckallthefilesyouwishto
download,andwhenyouredone,clickonDownloadinthelefthandpanel.

FILE SPACE
ThetotalFileSpaceforyourTeamworkPMinstallationcanbefoundonthelefthandpanelwhilstyouhavethe
main file View open. It displays the Percentage of your allocation you are currently using, Your Allocated
Space,yourFreeSpaceUsed,andyourFreeSpace.
YourallocationofFreeSpacevariesdependingonthePricePlanyouarecurrentlysignedupwith.

DELETING A FILE
Todeleteafile,yousimpleclickonthelittletrashcaniconthatisdisplayedbesideeachfileversiononthefiles
page.

PERMISSIONS & PEOPLE

To help keep internal working of your company separate from the business with your client, aswell as the
speerationofdifferentsetsofclientsondifferentprojects,TeamworkPMhasasimplesetofPermissionsand
UserSettings.

ADMINISTRATORS
AnypersoncanbemarkedanAdministrator.
OwnerCompanyAdministrators
There is a difference in the types of administrator. People marked Administrator and part of the owner
companycandoabsolutelyanythingandseeallprojectsinyourinstallation.
ClientCompanyAdministrators
PeoplemarkedasAdministratorandnotpartoftheownercompany(partofaclientcompany)canonlysee
projectstheyaremembersof.Theycancreateprojectsbutcannotviewyourotherclientcompaniesorpeople
inthoseclientcompanies.Anyprojectstheycreateareassignedtotheownercompany.

PROJECT ADMINISTRATOR
TheProjectAdministratorpermissiontypeallowsyoutosetapersonthatisnotanoveralladministratorasan
administratoronaperprojectlevel.Therearetimeswhereyoumayneedtomakeapersonanadministrator
onlyonaspecificprojectwithoutlettingthemchangeinstallationsettingsorotherprojectsettings.

ProjectSpecificAdministratorscan:
Grantpermissionstousersonaproject
DeleteorEditmessagescreatedbyotherprojectmembers
DeleteorEdittimelogscreatedbyotherprojectmembers
DeleteorEdittaskscreatedorassignedtootherprojectmembers
Addnewuserstotheproject
Changeprojectsettingssuchas:
Active/inactivestatus
ProjectAnnouncement
ProjectDescription
ProjectLogo
ProjectStartTab

OWNER COMPANIES & CLIENT COMPANIES

InTeamworkProjectManager,thereare2distincttypesofcompanies;Theownercompanythatyouarepart
ofandanyothercompanywhichisaClientCompany.
To add a Client Company, click on the Settings link in the top right and choose People. On the right of the
proceedingscreen,youcanclickonAddanewcompanyandthenaddsomepeopletoit.

Whenyouaddaprojectoreditaproject,youcanassignthatprojecttotheclientcompany.Thisgroupsthe
projectbytheclientcompany.Youcanaddanymembersofyourclientcompanytoanyprojectandsettheir
permissionssoyoucancollaborateonthatprojectwiththem.

DELETING A COMPANY
Insettings,People,navigatetothecompanyyouwishtodelete.SelectDeleteThisCompany

DeletingaCompanywillalsodeletealluseraccountinsidethatcompany.Youhavebeenwarned.

ADDING A USER
UnderSettings,clickpeople,thenthecompanynameofthecompanyyouwishtoaddtheuserto.Underthe
companylogoyouwillseeanoption+AddaPersontoThis/YourCompany.
Youwillbeaskedtofillinthedetailsforthenewuser,includingapasswordwhichtheusercaneditlater.
ClickAddthisUserandyouredone

MOVING A USER
Administratorsoftheownercompanycanmoveusersfromonecompanytoanotherby:

ClickSettings
ClickPeople
ClicktheCompanytheuseriscurrentlyin
Click"Edit"ontheUserCard.
ChangetheCompanyfieldtothenewcompany
Clickthe"Updatedetails"button

USER NUMBER LIMITS

Wedonotlimittheamountofusersaddedtoyourinstallationoraddedtoaproject.

DELETING A USER
Todeleteauser,navigatetothecompanypeoplepageasforaddinganewperson.Onthepersonsaccount
youwishtodeleteclickEdit.Intheeditingview,inthetoprighthandcornerofthepaneisadropdownmenu
calledUserOptions.SelectDeleteAccount.

FILE/MESSAGE/TASK PRIVACY
MostitemsinTeamworkProjectManagercanbesettoPrivate.Thismeansthatyoucanhaveitems(suchas
Tasks,Milestones,Messagesetc)privatetoindividualsinyourcompanyonly.Thisisusefulwhenyouneedto
discussfinancialsofaprojectanddonotwanttheclientcompanyuserstoseeit.

TASK PERMISSION
ThepermissionsfortasksworksinanOwner/Creatorfashion.IfapersonhasthepermissiontoAdd/EditTasks
onaproject,theycan:

Marktasksassignedtothemascomplete
Edittasksassignedtothem
Deletetaskstheycreated
Addtasksandassignthemtootherpeople
Edittaskstheycreatedandassignedtootherpeople
Theycannotmarkcompletetasksassignedtootherpeople
Theycannotedittasksassignedtootherpeople
Theycannotdeletetasksassignedtootherpeople

IftheuserisaProjectAdministrators/GlobalAdministrators,theycanAdd/Edit/Delete/Completealltasks
inthespecificproject

TIME TRACKING
Timetrackingwillhelpyouseehowlongeachpersonhasspentoneachtask.You
canalsoseparatethetimebetweenbillableandnonbillablehours,whichwillaidin
thegeneratingofaccuratetimereports.

TASK TIMER
InthemainTaskview,youcanviewthedropdownmenuforeachindividualtaskbyhoveringoverthetask.
Clickthisdropdownmenuwillgiveyouseveraloptions,allofwhicharediscussedinthetaskssectionofthis
manual.ClickontheStartTimeroption.
Thetimeroptionwillrunatimerinthebottomofthewindow.Itshowstimeelapsedsofar,aPausebutton,an
optiontomarkthetimebillable,aButtontoLogthetimewhenyouvefinishedwork,andthenameofthe
task.Ontherighthandsideofthetimerisalsoanoptiontoclosethetimerwithoutlogginganytimeagainst
thetask.

PROJECT TIMER
Sometimespentonaprojectcantreallybepinnedtoanindividualtask,whetheritsateleconferenceorjust
thinking time. If you wish to log time against the project as a whole, just click on the Time tab inside the
project.Onthelefthandside,youwillseeabuttonbelowthecompanylogocalledStartTimer.
Clickingthiswillbringupasimilartimertothetasktime,wherethetasknameisreplacedbytheprojectname.
Whenyouwishtologyourtime,pressLogTime.Apopupboxwillappearaskingyouforadescriptionofthis
time,andalsoinformingyoujusthowmuchtimeyouarelogging.

TIME REPORTS
LoggingyourtimeisntmuchusewithoutTimeReportstoshowyouwhosspendingtheirtimedoingwhat.
Therearedifferentlevelsoftimereportstosuityourneeds.

AllProjects

Generatingareportacrossallprojectscanbeagreatwayoffollowingaparticularpersons
timespentacrossprojects,andhowtimeisbeingspentbetweenvariousprojects.
Inthetoplefthandmenu,clickEverythingandAllTime.Hereyoucanchangethedatein
both from and to, alongside altering who the report is about, everyone or one particular
individual.IntheProjectsdropdown,youcanalsoselectwhetheryouonlywanttoseeactive
orbothactiveandarchivedprojects.Press+Updateafteryouvemadeyourselectionand
yououtputwillbedisplayedinthemainpanel.
Tomakeprintingtimereportseasier,youcanalsoexportyourcustomreportin
Excel,CSVorPDF.Easy!


Project

To get a time report for a specific project, simply navigate to the project and select Time
fromthetabs.Thesameeasyfrom,toandwhooptionsareavailableaswiththeAllProjects
report.Thedifferencewiththisoptionisthatonceyourreportisdisplayinginthemainview,
youcanalsochoosewhethertoEditorDeletetoappropriatetimelogentrybyclickingthe
buttonstotherightofeachrow.
Naturally,youcanexportthisreportinExcel,CSVandPDF.

TaskList

Finally, you can generate a time report by Task List. This report is slightly different to the
otherreportoptionssofar.Ifyounavigatetotheappropriateproject,selectthetaskspane,
and use the dropdown menu beside your task list, one of the options will be Generate
Report.Thisreportismoretaskcentric,allowingyoutochooseWhotheTaskwasassigned
to,WhatTypeoftasks,HowtoSorttheTasks,WhethertoIncludeLoggedTime,andwhich
formatyoudlikethereportitin.

EDIT/DELETE TIME ENTRIES

Asmentionedintheprevioustopic,youcanEditorDeletetimeentriesaftertheyhavebeenlogged.Inyour
project,clickontheTimetab.Youwillbepresentedwithalistofalltimeentries.(Asabove,youcanalterthe
From,To,andWhotohelpfindtheappropriatetimeentry)
Nexttoyourentry,youcanselectEdittobringuptheLogTimeonTaskbox.Thiswillhavethesameoptionsas
whenyouareloggingtimeonaproject,andyoucanalterthemappropriately.
PressingDelete,youwillbeaskedifyouaresure,andthentheentrywillbedeleted.

NOTEBOOKS
Projects are full of knowledge that must be revisited many time over, whether its server
details,passwordsandlogins,orjustnotesandscribblings.TheNotebookonTeamworkPMis
anicesimplewaytorecordinformationforallpeopleontheprojecttoaccess,viewandedit.

NOTEBOOK VIEW

1.
2.
3.
4.

NotebookCategoryTitleandNotebookName
CurrentRevisionNumberandDetailsofLastUpdatetoNotebook
NotebookOptions
CategoryOptions

NOTEBOOK CATEGORIES
Your notebooks are separated into categories to keep them neat and tidy. When you are creating your
notebook,youmustselectacategory.IfintheCategorydropdownyouselectNewCategory,aboxwillappear
allowingyoutonamethenewcategory.
Inthemainnotebookview,notebooksarethenseparatedbytitlebars.Ontherighthandsideofthetitlebar,
therearealsotheoptionstoEditorDeletethecategory.IfyouselectEdit,youcanchangethenameofthe
categoryandaddacategorydescription.
SelectingDelete,youwillbeaskedifyouaresure,andtheNotebookcategorywillbedeleted.Thenotebooks
insidethecategorywillNOTbedeletedandwillexistinthemainNotebookviewwithoutaheader.

CREATING NOTEBOOKS
NavigatetotheappropriateProjectandpresstheNotebooktab.Press+AddaNotebook,andyoullbeasked
toputindetailsforthenotebookalongsidetheactualcontentoftheNotebookitself.
NotebookPageName

Thenameofthenotebook

NotebookCategory

Asdiscussedabove,placesthenotebookintoanappropriatecategory

Writeyourcontent

AfullWYSIWYGeditorallowingyoutocreateproperlyformattedpagesof
textandinfoforyournotebook.

Privacy

SelectwhetherthenotebookisviewabletoClientcompanies.

Notify

ChoosepeopletobenotifiedofthenewNotebook

NOTEBOOK OPTIONS (WHEN CLOSED)

InthemainNotebookview,youcanOpenthenotebookbyclickingontheNotebooktitle.Outsideofthis,you
canalsoclickEditDetails,DeleteandMovePage.EditDetailsallowsyoutochangetheNotebooksnameand
Privacysettings,Deletedoeswhatitsaysonthetin,andMovePageallowsyoutoselectadifferentcategory
foryourNotebook.

NOTEBOOK OPTIONS (WHEN OPEN)

AddComment

Adding a comment to a Notebook is the same as adding a comment to a task or

message. If you click on this, a popup box will appear allowing you to write your
comment,whocanseethecomment,andwhotonotifyofthecomment.

EditThisPage

EditingaNotebookbringsupthesameoptionsaswhenyoucreatetheNotebook.
Thedifferencebeingthatyouareeditingtheexistingcontentofthenotebook.To
thisend,whenyoupressSaveasNewVersion,thenotebookwillnowbeknownas
Revision2orhowevermanyrevisionshavebeendonetothenotebook.Tostopthis
fromhappening,attheendoftheEditingview,thereisanoptionThisisJustaLittle
Change,whichwillsaveyourchangestothesameversionyouopened.

DownloadRevision#

AllowsyoutodownloadaPDFofthecurrentversionoftheNotebook

AllNotebooks

ReturnsyoutotheNotebookMainView

CALENDAR
Acentralcalendarforallofyourcompanymeetings,milestonesandespeciallythe
bossesbirthdayisaninvaluabletoolofTeamworkPM.

CALENDAR VIEW
YoucanviewthecalendarfromanypageinTeamworkPMbyclickingthe
Calendaroptioninthetopleftmenu.Whenyoufirstclickonthecalendar,
itwillshowthecurrentmonthwithfourbuttonsbeneath.Usetheleftand
right buttons to go forward and backwards a month, and click the down
arrow to select from a dropdown list of months and years. At any time,
youcanclickTodaytozapyoubacktothepresent.

AddinganEvent
Toaddanevent,simplyclickonthedateyouwishtoaddaneventto.Ifyouwantaneventovermultipledays,
simplyclickanddragtillyouveselectedthedaysyouwant.Thiswillbringupapopupallowingyoutoenter
theeventdetailsbyselectingthevarioustabs
EventName

NameofYourevent

Date

Thefromandtodatesandtimesofyourevent.Ifyoureventisforacertaintimeon
onedate,itwillappearasabulletpointonyourcalendar.Ifaneventspansseveral
days,itwillshowonthecalendarasacolouredbar.TomakeaneventanAllDay
eventwithnostartorendtimespecified,simplyclickAllDay.

Repeats

Ifyoueventrepeats,youcanmakeitautomaticallyrepeatbyselectingoneofthe
options in the dropdown box. Selecting an option here will also prompt you to
enterwhetherthereisanenddate,andifso,whenitis.

Type

SelectwhichtypeofeventfromtheDropDownmenu.Thecolouroftheeventtype
willbethecolourthatrepresentstheeventonthecalendar.

Where

Letseveryoneknowwherethemeetingoreventison

Description

Anyadditionalinfoyouwanttoenterforthisevent

Privacy

You can select whether only people in your company can see the event, whether
membersofaspecificprojectcanseetheevent,orifitsjustforyoureyesonly.You
canalsotickaboxhereallowingyoutoShowBusytoeveryoneelse.

People

Select which people are attending this event. If you selected Just for me in the
Privacysettings,thisoptionwilldisappear.Alistofthepeopleinyourcompanywill
otherwise be here, alongside the members of any project you chose to share the
eventwith.
You can choose who is attending, and separately who to notify by selecting the
appropriateboxes.Youcanalsoallowthoseattendingtheeventtoeditthedetails
youhaveenteredbycheckingtheboxPeopleattendingcaneditthisevent.

Reminders

Youcanhaveupto5remindersforanevent.Thesecanbeeithertextmessagesor
emails.Simplyselectthemethod,andthenhowsoonbeforetheeventyouwishto
benotified.Toaddanotherselect,AddaReminder.Todelete,presstheRedMinus
buttonnexttothereminder.

MILESTONES
Milestonesforprojectswillautomaticallybeaddedtothecalendar,andscrollingoverit,aswithanyeventwill
allowyoutoseethedetailsoftheMilestone.

EDITING/DELETING AN EVENT
Toeditanevent,clickontheeventtobringupthepopupwindowaswithaddinganewevent.Thereisan
optionisthebottomrighthandsideallowingyoutodeletetheevent.

SUBSCRIBING
YoucansetvariouscalendarstosubscribetoyourTeamworkPMaccountsotheywillautomaticallyaddyour
TeamworkPMdatestoyours.AnycalendarthatsupportsiCalwillfunction,andthiseincludesGoogleCalendar
andMicrosoftOutlookCalendar.
Adding the subscription depends on your 3rd party software, but right clicking on the iCal link in the
TeamworkPMCalendarviewwillgiveyoutheiCallinkyouneed.

RISK REGISTER
Risk measurement and control can be an essential part of any project. TeamworkPM
allowsyoutorecordtheserisksandkeeptrackofboththeirprobabilityandimpact.

PROJECT RISK REGISTER OVERVIEW

ThemainRiskRegisterviewwillpresentyouwithalistofrisksalreadyentered,rankedfrommostimportantto
leastimportant.ThesearepresentedinSource,Probability,Impact,ResultandImpactAreas.

ADDING NEW RISK ENTRY

Ontheprojectview,clickontheRiskRegistertab.Onthetoprightofthisview,click+AddaRiskEntry.Youll
beaskedtofillinthefollowingparametersforyourriskentry
RiskName

thenameofyourspecificriskentryintem

ProbabilityofRiskOccuring

From1to9howprobabletheriskwilloccur

ImpactonProjectofRisk

From1to9howmuchtheriskoccurringwouldimpactontheproject

ProjectImpacts

WouldthisoccuranceimpactonCost,Schedule,and/orPerformance.

Whenyouhaveenteredthesedetails,TeamworkPMwillrankthisriskandgiveitanoverallscore,aswellas
highlightingtheimpactareasoftherisk.

EDITING/DELETING A RISK ENTRY

OnthemainRiskRegisterview,totherightofeachentryisaneditbutton.Simplyclickthisandyouareableto
editallofthesameelementsyouwouldifyouwerecreatinganewRiskEntry.TodeleteaRiskEntry,thereisa
trachcanlocatedtotheextremerightofeachrisk.

RISK REPORT
ToGereateaRiskreport;onthemainRiskRegisterview,atthebottomofthepageisaDownload
PDFbutton.ThiswillgenerateafullprintablePDFofallofyourrisks

RESOURCES

The Resources tab in each project allows users to embed 3rd party applications, links and web
pagesinapopupwindowsuchasGoogleDocuments,YouTubeVideos,StandardWebpages,ProofHQProof
toolsandhundredsofoverserviceswehaven'teventhoughtof!
The Resources feature is similar in layout and functionality to the Files tab. Resources can be grouped into
Foldersforcategorizationandlistedgroupedbydate.

ADDING A RESOURCE
INtheprojectyouwishtoaddaresourceto,clickontheResourcestabalongthetop.Inthemainresources
view,click+AddaResource.Thiswillgiveyouapopupallowingyoutoenterthefollowingdetails:
Title

Category

Description

TheTitleofyourResource
Acategorytokeepthemallneatandtidy.Ifyouselectnewcategory,atextboxwill
appearallowingyoutonameyournewcategory.

Abriefdescriptionoftheresource

Code/Link

Theimportantbit.Hereswhereyouaddinyourrelevantcode,whetheritsaURL,
Flashcode,IFramesrcetc

WindowWidth/Height

Adjuststhespacetheresourcewilldisplayin.Leavethisaloneifyourenotsure.

Privacy

Adjustswhetherthiscanbeseenbyonlyyourcompanyorbytheclientcompany
aswell.

Notify?

Choose whether to send an email to people about this being added, and who to
senditto.

SECURITY ISSUES CONCERNING RESOURCES

Because resources are embedded items from other providers, there is no guarantee that they are secure
(runningonhttps)andyourinstallationofTeamworkProjectManagermayhaveSSLturnedon.
Tofixthisyoucan:

AsktheprovidertoprovideaHTTPSversionoftheitem
TurnoffSSLonyourTeamworkProjectManagerinstallation
o ThiscanbeturnedoffintheSiteSettingsifyouareanadministrator

STATUSES
Fromfacebooktotwitter,mostpeopleareusedtotheideaofthestatusmessage.In
aworksettingitcanhelpeveryonestayintouchanduptodatewitheachother,and
havealittlefuntoo!Everypersoninyourcompanycanhaveastatusmessage,and
statusmessagesareprivatetothepeopleinyourcompany.

UPDATING YOUR STATUS

Click on your name on the top right hand menu, and in the dropdown menu youll see Update my Status.
Clickingonthiswillbringupapopupbox.Itcontainsyourlast(iecurrent)statusupdate,aboxfortypingyour
newupdate,andtheoptiontoinformothersofyourimportantupdateorcuttingwit.

VIEWING STATUSES
Onthetoplefthandmenu,clickonStatuses.Thiswillshowalistofallthepeopleinyourcompany,alongside
theircurrentstatusmessage,andwhenitwasposted.
Ifyoudliketoseeatimelineofstatusupdatesinyourcompany,clickontheTimelinetabinthemainstatuses
viewanditwilllistallupdatesmadefrommostrecentfirst.

INTERNATIONALIZATION
In the modern world, manycompanies deal with clientsfrom many parts of the globe.
Recognisingthis,TeamworkPMofferssupportforthefollowinglanguages:

English
French
Arabic
Bulgarian
Chinese
Croatian
Czech
Danish
Dutch
Finnish
German
Greek
Hungarian
Indonesian
Italian
Japanese
Korean
Norwegian
Polish
Portuguese
Romanian
Russian
Spanish
Swedish

WhichIthinkyoullagreeisquiteimpressive,nestpas?

DATE/DAY FORMAT & TIMEZONES

Date format can be quite a personal thing, depending on what a person is used to, and the option can be
foundforeachuserundertheMyAccountDateformatsetting.
Youcanalsochangethedayyourweekbegins.(ie,MondayorSunday)
Timezonecanalsobeeditedhereforeachuser.
TheseoptionscanalsobechangedbygoingtoSettingsinthetoprighthandmenu,thenpeople,andediting
theindividualprofile.

SECURITY

SSL
SSLisavailabletoallplansandisavailableonanyinstallationusingtheteamworkpm.netdomain.
Ifyouareembedding3rdpartyitemsinMessages,NotebooksorResourcesthenyoumightwanttoturnoff
SSLsoyourusersdonotgetasecuritymessageifthe3rdpartyitemisnotSSLenabled.
Youcanturnon/turnofftheSSLby:

ClickSettingsonthetoprightcorner
ChooseSiteSettings
UnderthegroupSecuritySettingsyoucanturnonandturnoffSSLSecurityifyourdomainsupportsit.