Getting started with Teamwork

Within your project, set out your key tasks in a task list. Assign these tasks to your wider team once you invite your colleagues. Assign due dates, add relevant files, and align it to a Milestone.

Set out key milestones for your project and align your task lists to them to keep everyone aware of the project timeline. Completing milestones ensures you’re tracking in line with your goals and assures timely project execution.

Add columns to visualize your process and easily move tasks through your workflow. Going forward, you can add new tasks from the backlog and automate workflows with triggers to save your team’s time.

With your workspace prepared and initial project outlined, identify the people you need in Teamwork. Invite your users, walk them through your project, key milestones, and their newly assigned tasks to get them working toward the overall goal.

Depending on your needs, know that you can avail of three types of user licenses:

Standard Users
Are primary users in Teamwork who need access to the full range of available permissions. Usually, these licenses are reserved for your employees who are managing and working on your projects in depth.

Collaborators
Are designed for bringing third-party users into your projects. These users have limited access but can perform basic actions such as completing tasks assigned to them, adding comments and messages, or viewing files. Collaborators are completely free on your subscription.

Client Users
Are ideal if you work with clients who need access to your projects where necessary — all without incurring extra costs. Client Users have the same range of project level permissions as Standard Users, but are still restricted in some aspects like administrator privileges.