Project management made for client work

Manage your projects, team, and clients in one place, with all the features you need to deliver work on time and on budget.

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Plan

Scope work and see challenges before they arise

Resource & Workload Management

Manage your team’s day-to-day capacity, or plan and forecast resources for future projects. Get a complete picture of everyone’s work, easily reassign tasks, and avoid bottlenecks.

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Milestones

Set goals or checkpoints within a project to ensure everyone knows what is expected and by when. Monitor progress and give your clients visibility into how things are going at each stage.

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Intake Forms

Gather requests, feedback, and key details from clients and your team. Personalize the form with the information you need. Form submissions turn into tasks right within your projects.

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Clients and Collaborators

Give your clients and contractors the full power of Teamwork for better collaboration and greater visibility, at no extra cost. Manage their permissions and set privacy levels where you want them.

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VIEWS

Choose the view that suits you

Lists: See all tasks to get an overview of your team’s work. Choose your level of information with collapsible projects and subtasks.

Kanban Boards: Visualize your progress, map out your workflow, quickly see the status of tasks, and automate your processes.

Tables: Build, view, and manage your projects quickly and easily, with just one click to add and edit tasks.

Gantt Charts: Visualize your project’s timeline. Quickly see what's due and when to keep your projects running on track.

My Work: View all of your own tasks, milestones, and events in one place. Sort and filter to customize, so you can see exactly what you need to do and by when.

Everything: View all tasks, milestones, messages, files, and more across your projects. See what has been done—and what needs to be done—across all of your Teamwork projects.

Time & Budgets

Stay on time and under budget

Time Tracking

Understand how (and where) your time is being spent. Log time directly, create timesheets, mark time as billable, and paint a clear picture of where your team is spending their hours.

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Invoices

Create an invoice for a client’s project based on billable hours logged and relevant expenses, or from a fixed price. Export to your accounting software for seamless billing.

Billable & Cost Rates

Set rates for each team member or project, based on time or expertise, so that you’re accurately charging your clients for the work being done.

Budgets

Create a custom budget for each project, track the hours and $$$ spent against it, and set notifications when spend reaches a set threshold.

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Retainers

Manage long-term client work and keep fluctuating budgets in check. Reallocate your budget throughout the retainer to even out any over/underspending.

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Expenses

Track extra expenses against your total project budget. Add fixed costs, one-off fees, and ancillaries, so you see everything in one place.

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Never miss a deadline again.
Projects

Track every detail so nothing slips through the cracks

Tasks and Subtasks

Create, edit, and assign the individual pieces of work you need to deliver. Further break down your work into smaller pieces for even more granular detail.

Custom Fields

Track, manage, and filter information that’s unique to your business needs using project and task custom fields.

Tags

Group everything into specific categories with tags, and filter to quickly find the exact information you need.

Files and Versioning

Keep all your important files in one place and add updated versions to ensure clear visibility of progress.

REPORTS

Get visibility into performance and stay on track

Project Health: Get a snapshot view across all of your projects and manage their progress based on individual health status.

Planned vs. Actual: See how tasks and milestones are progressing compared to their original scope, to better plan your work.

Utilization: Check how your team's time is currently being distributed, so that no one is overworked or under-used.

Time: Outline the split of billable and non-billable time to achieve your ideal time targets. Spend the right time on the right client.

Profitability: Get a real-time view of your financial performance for each project and by client, and track against your budget.

Custom: Create the right report for any occasion. Rearrange your data based on project, user, task, or milestone.

Automate & Integrate

Work in one place and cut out manual, repetitive tasks

Templates

Choose from a library of pre-existing templates, or create your own based on your most repeated work. Turn any project or task list into a template, saving time for your future self.

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Automations

Save time by automating steps in your workflow, cutting down on manual, repetitive work. Choose from a gallery of existing automation templates, or create your own tailored to your unique needs.

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Integrations

Integrate Teamwork with the tools you love. Connect your team’s messaging, accounting, CRM, cloud storage, and more so everything is at your fingertips and in one place.

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Apps

Work where you want to, with mobile apps for iOS and Android, desktop versions for Windows and MacOS, Chrome and Gmail extensions, or by connecting your favorite Microsoft Office apps.

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Never miss a deadline again.
Platform

Manage the entire client lifecycle in one place.

Desk

Manage client communications from one central place with Teamwork’s integrated help desk software. Free yourself from email chains and ensure nothing goes unanswered.

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Chat

Communicate with teammates and clients to get real-time answers, stay connected, and cut down on meetings, all without having to leave Teamwork. Collaborate, share, and talk face-to-face.

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Spaces

Organize and access your company’s most important content in one centralized location. Create, edit, collaborate, and share content across teams and with clients.

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CRM

Manage your leads and opportunities, win the deal, and execute the perfect sales handover with Teamwork’s CRM. Improve your sales processes, visualize your pipeline, and grow your bottom line.

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FAQ
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