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TeamworkPM

A web-based multi-module management system designed by Teamwork Project Management.
Questions about TeamworkPM? Call (800) 827-1151 and talk to a software expert now.

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. Teamwork Project Manager is aimed at any person, company or group of people who have multiple projects on the go. The application is perfect for any type of organization, group, team or individual.

Calendar

The new calendar feature within TeamworkPM allows you to post up times for meetings and events, then gives you the ability to quickly invite and notify other project members. The new calendar also allows you to create recurring events such as that weekly meeting so nobody misses it any more.

Full calendar view

The new TeamworkPM calendar lets you view all your meetings and events across all your projects in once location as well as allowing you to see what the rest of your company is up to.

  • Quickly create new events with start and end times.
  • Invite and then notify a select number of users.
  • Create custom reminders for an event by either SMS, email or both. *Drag and drop events quickly around the calendar.
  • iCal feed

Easily create recurring events

  • When creating an event you can decide whether it is a recurring event by selecting does this event repeat.
  • Easily create and edit recurring events by selecting from a drop down the frequency the event recurs.
  • Quickly edit existing recurring events by clicking on the event name. You can then edit just that instance or choose to edit all future events.

File Management

Keep all project related files in one easy-to-find location for all project members. TeamworkPM uses a unique, custom-built multiple file uploader that allows you to easily select multiple files and upload them all at one time.

File section features

The file section within a project is where you can store all project related files so you can have easy access to them when ever you require them.

  • Multiple file upload.
  • Ability to mark some files as private; for only the owner company.
  • Notify users on a project about new files.
  • Organize files by categories.
  • Quick view of graphical files.

File Version Control

You can easily upload new versions of any files and TeamworkPM will manage the versions for you with a comment system and options provided for each file version.

  • File versions
  • Comment on specific file versions.

File space

Each subscription level has different amounts of file storage space available. The space you have remaining on your account is shown in the sidebar allowing you to easily gauge if and when you need to remove files or upgrade your account.

  • Easily upgrade and downgrade through plans as your require.

Dropbox Integration

On the Business 2, Corporate and Enterprise plans you can integrate Teamwork with Dropbox

  • Link in your Dropbox files to your project
  • Attach Dropbox files to Messages
  • Attach Dropbox files to Tasks
  • Browse your Dropbox files & folders
  • Download your Dropbox files from within Teamwork
  • No uploading of files - It just works!

Google Docs Integration

On the Business 1, Business 2, Corporate and Enterprise plans you can integrate Teamwork with Google Docs

  • Link in your Google Documents to your project
  • Attach Google Doc files to Messages
  • Attach Google Doc files to Tasks
  • Browse your Google Docs files & folders
  • Allow your Teamwork users edit Google Docs
  • Create new Google Documents from within Teamwork
  • No uploading of files - It just works!

box.com Integration

On the Business 2, Corporate and Enterprise plans you can integrate Teamwork with box

  • Link in your box files to your project
  • Attach box files to Messages
  • Attach box files to Tasks
  • Browse your box files & folders
  • Download your box files from within TeamworkPM
  • No uploading of files required - It just works!

Gantt Chart

A great tool for planning, re-scheduling and visualizing your projects.

Interactive Full Screen Gantt Charts

The TeamworkPM Gantt chart has some great features that enable you to visualise your projects making it easy for planing and re-scheduling.

  • Gantt charts operate in a full screen mode (even better when you hit F11)
  • Drag-drop for editing tasks & milestones.
  • Drag task list bar to move all tasks and milestones.
  • Drag-drop reordering of task lists

Drag drop dependencies

Quickly and easily link tasks by dragging from one task to another to make it dependent on another.

  • Create start-to-end or end-to-end dependencies.
  • Simple interface to link tasks.
  • Invalid dependencies get highlighted in red.
  • Dependent tasks will automatically move forward when necessary.

Easy project planning

Quickly and easily create new project plans directly within the Gantt chart.

  • Create milestones.
  • Create task lists.
  • Create tasks and assign to team members.
  • Full task editing from within the chart.
  • Drag-drop items to quickly organize your project.

Simple navigation for chart editing

We support six zoom levels, from year view to day view, to make it easy for editing when working with larger projects.

  • Click & drag to pan the canvas.
  • Roll mouse wheel to scroll up/down (left hand side).
  • Show all button – tries to fit everything on one page.
  • Save changes alert when exiting the chart.
  • In-built help.
  • Print view.

Make it Your Own

Stay connected and in control of projects from anywhere! TeamworkPM is an online project management tool that keeps clients and staff working together.

Complete Control

The Dashboard gives a quick over-view of all your Projects. TeamworkPM shows everything you need to know at a glance, keeping you up to date with Recent activity on all projects

  • The dashboard displays the latest activity that has been carried out on the project.
  • Add a project related logo to customize the look of each project.
  • Quickly see all project members and their roles.
  • See all upcoming milestones as soon as you go into a project.

Your Dashboard

TeamworkPM is YOUR Project Management tool. Customize the look and feel on TeamworkPM with your Company colors and logo.

  • Your company logo
  • Use Your company Website Address
  • Customize which projects you see
  • Customizable themes and views

Complete Integration

Take control of your TeamworkPM. Complete integration with your company look to keep your Team focused on the Project

  • Client logo.
  • Customizable page view.
  • Control client access.
  • Log in from your existing website.

Customize your favicon and iphone icons

You have the ability to customize the logo that appears on your iPhone or iPad when you use the “Add to Home Screen” option in Safari as well as upload your own favicon. * Ability to control how your logo looks * Use Your company logo on the home screen of your iPhone or iPad * Easily upload a favicon for your TeamworkPM account

Messages

Communication is central to the success of any Project. Add messages, replies and attach files to keep communication in one central place.

Message features

  • Attach files to a message.
  • User photo - quickly identify the message poster by their profile photo.
  • Private, owner company only messages.
  • Send notifications of new messages.
  • Send private messages to select project members.
  • Archive messages
  • Organize Messages by Category.

Creating messages

TeamworkPM messages are the perfect way to centralize office communication. Email have subjects and content, TeamworkPM Messages have so much more

  • Reply directly via Email.
  • Notify select project members of a new message
  • Create a new category when creating a message
  • Send an email to your project to create a message

Export messages

With TeamworkPM, exporting and printing off messages is simple!

  • Export messages as PDFs.
  • Print option to allow for easy printing of a message.

Private messages

With TeamworkPM, you can now decide who you wish to send messages to within a project.

  • Keep messages private to individual project members.
  • Send a private group message to a select company working on a project.

Milestone Tracking

Keep projects on-track by easily tracking your Milestones.

Milestones Overview

The main Milestones view displays a quick calendar view showing all your upcoming Milestones in your Project. You can also quickly view:

  • Late milestones
  • Upcoming milestones
  • Completed milestones

Creating milestones

Milestones are easy to create and give your project definite goals. Milestones are:

  • Easily viewable in Project View.
  • The responsibility of a particular person or multiple people.
  • Clearly displayed on calendar.

Additional Features

Milestones are easy to use, but come with extra features too.

  • Ability to make private, internal milestones.
  • Milestone creation notifications.
  • Add multiple milestones in one go
  • SMS and email reminders

Notebooks

The Notebook section allow you to write a formatted text page that can be revised and edited by other members within the project.

Notebook features

Notebook pages can be used to write a press release, or website content, it can even used to keep track of your thoughts and idea during a project.

  • Arrange notebooks by categories.
  • Comment on notebooks.
  • Create multiple versions of the one notebook page.
  • Ability to review and compare multiple notebook versions.

Quickly create new notebooks for sharing

The notebook section allows you to quickly create new notebooks to begin sharing and working on with your project members.

  • Lock a notebook while you are working on it.
  • Make notebooks private to select project members.
  • Notify other project members of a new notebook by email.
  • HTML Formatting - use the comprehensive WYSIWYG editor to edit your notebook pages

Work as a team on notebooks

With notebooks you can easily share and edit. There is also a revision system so you can compare different versions of the document made by other project members

  • Compare revisions.
  • Comment - Collaborate on notebooks and notebook pages by leaving comments for your team.
  • Notebooks can be downloaded in PDF format, ideal for printing or taking to a meeting.
  • Intuitive interface - No training manual required.

People & Contacts

TeamworkPM allows you to easily manage the day to day tasks involved in running a project. Quickly add clients to a project as well so they can see what’s happening on a project without having to call or email you.

Add people to your company

Create your company and then add people who are going to work on the projects with you.

  • Easily add companies to your installation.
  • Quickly add people to a company.
  • Ability to add users contact details to their profile.
  • Quick search of companies and people.

Customize each users settings

Easily customize the users individual settings to suit them.

  • Set a users timezone.
  • Customize the date and time format that the user prefers.
  • Set the language that the interface displays in.
  • Set the day the weekly calendar starts on (Monday or Sunday).

Permissions

TeamworkPM has an advanced permission structure that lets you set up each individual user and then assign their rights within each project to which they are given access to.

  • Overall administration.
  • Limit access for users to certain projects.
  • Limit what a user can do and see within a project.
  • Ability to set custom permissions per project.

Privacy

The privacy feature within TeamworkPM is called “Lockdown.” Lockdown gives you the ability to select who can view project items including tasks, messages, files, comments and notebooks.

Private tasks

The Lockdown feature allow you to keep tasks private to individual users regardless of the company they belong to. Now you can work with multiple companies on a project and only allow them see their own tasks.

  • Keep tasks private to individuals.
  • Allow tasks to only be seen by select project members.
  • Set the privacy on tasks so only one 3rd party company on a project can see them.

Lockdown with messages

You can now decide exactly who you wish to send messages to within a project.

  • Keep messages private to individual project members.
  • Send a private group message to a select company working on a project.
  • Keep a message private to select users across a range of companies working on a project

Lockdown with files

Lockdown enables you to select which people on a project you would like to be able to see certain files

  • Keep file private to individual project members.
  • Files attached to private messages will automatically inherit the same privacy settings
  • Make a file private to select users across a range of companies working on a project

Lockdown with Notebooks

Notebooks allow you to easily share and edit documents. Lockdown means you can work on notebooks and keep them private until you are ready to share your work.

  • Ability to choose who can view the notebook.
  • Ability to leave private comments.
  • Easily and quickly adjust the privacy setting with a few clicks.
  • Intuitive interface makes setting the privacy child’s play.

Project Management

Stay connected and in control of Projects from Anywhere! TeamworkPM is an online project management tool that keeps clients and staff working together.

Complete Control

The Dashboard gives a quick over-view of all your projects. TeamworkPM shows everything you need to know at a glance, keeping you up to date with recent activity on all projects.

  • Quick over-view of recent activity
  • Easy access to all your projects
  • Clever, informative tabs

Easily Navigate your Projects

A list of projects on the left hand side of the page allows you to easily select from all your projects. There’s also a Switch Project feature which gives you quick access to the last 5 projects you worked on. Can’t find something? Use the helpful search feature to find your project.

All Recent Activity

The TeamworkPM activity stream keeps you completely up to date with the progress of your Project.

  • All activity on tasks & Task Lists
  • Upcoming milestones
  • New comments and messages
  • Easily exportable to other formats

Information Tailored to you

Late task? Upcoming Milestone? TeamworkPM’s smart tabs will show you the information you need to know most.

  • Automatically creates the tabs that apply to you
  • Keep team informed with announcements
  • Clean, intuitive design and layout

Visualize your projects

Visualize your projects with TeamworkPM Gantt charts. Quickly and easily see how you project is panning out. You can then re-schedule your project with just a few click of your mouse.

  • Drag-drop to Change tasks & milestones
  • Drag-drop reordering of tasks and lists
  • Automatic calculation of task list progress
  • Quickly assign tasks & milestones to users
  • Create and edit dependencies quickly

Task Management

Task lists and tasks easily help you keep track of every job on a project, quickly telling you the who, when and why!

Assign Tasks

With TeamworkPM, you can assign tasks to staff, co-workers and contractors in seconds. TeamworkPM streamlines the process of adding and assigning tasks and sub-tasks and unlike many other online project management apps, allows you to assign tasks to several people instead of just one.

  • Due dates on tasks
  • Start dates on tasks
  • Add estimated completion time to each task
  • Assign tasks to one or several people.
  • Attach files and comments to a task.
  • Set task priority and percentage complete
  • Create task reminders
  • Log time against a task.
  • Notify people about a task.
  • Email your tasks to a project
  • Keep tasks private to individuals

Take Control of your Task Lists

Spend more time working on the project and less time managing the project. TeamworkPM is full of features to make your life easier.

  • Custom Task Views - easily see which tasks have been assigned to you and other project members.
  • Easily drag and drop Tasks and Task lists into the order you want.
  • Move Tasks between Task Lists.
  • Free up your time by creating Task List Templates.

Project Management

TeamworkPM allows you to take a birds eye view of all you projects and visualize your overall schedule. This is a great benefit for teams that manage multiple projects and need to plan ahead for multiple projects.

  • The Quick Add Tool makes adding multiple tasks easy and fast.
  • Edit dates or reassign whole task lists.
  • Generate Custom Task Reports.
  • Make tasks private.
  • Create sub-tasks.

Create Recurring Tasks

TeamworkPM allows you to quickly create recurring tasks. Easily set how often you want your task to recur. Then each time you complete the task it will automatically create a new task.

  • Quickly create recurring tasks.
  • Pick an end date if there is one.
  • Quick preview of dates.
  • Pick from a range of schedule options, eg weekly, monthly etc
  • Hover over tasks for extra details

Private tasks

With TeamworkPM, you can now keep tasks private to individual users regardless of the company they belong to. Now you can work with multiple companies on a project and only allow them see their own tasks.

  • Keep tasks private to individuals.
  • Allow tasks to only be seen by select project members.
  • Set the privacy on tasks so only one 3rd party company on a project can see them.

Sub-Tasks With TeamworkPM, you can now create sub tasks to help make managing your projects even easier. Creating sub-tasks is simple.

  • Due dates on sub-tasks
  • Start dates on sub-tasks
  • Assign tasks to one or several people.
  • Attach files and comments to a sub-task.
  • Manage sub-tasks on the go with our IOS apps
  • Log time against a sub-task.
  • Notify people about a sub-task.
  • Keep sub-tasks private to individuals

Time Tracking

Track the time you and your staff spend on each project with TeamworkPM’s intuitive time tracking feature.

Time can be logged in a number of ways

The time tab allows you to quickly see how much time you and staff have spent working on a project.

  • Log time with TeamworkPM’s timer.
  • You can enter time free hand into the time page along with a description.
  • Time can be logged against individual tasks directly from the task page.
  • Using the official Teamwork Timer Desktop App
  • Keep track of all time spent on a project**

As nice as it would be to always charge for all time spent on a project we know this is not always the case. Time tacking within TeamworkPM allows you to track both billable and non-billable time.

  • Separate out all billable and non-billable time logged.
  • Provide detailed description with any time entry.

Time reports

Easily create custom reports of time logged on a project

  • View all time spent logged on a project or across multiple projects.
  • View time reports of staff on either one project or across all projects.
  • Generate reports based on time span, ie between certain dates.
  • Export your report and time log entries as either Excel, CSV or PDF.

Export your time and expenses as invoices

Teamwork lets you export your logged time and expenses on each project as invoices to your favourite billing app.

  • Export to Freshbooks, Harvest, Blinksale, QuickBooks Online and Xero
  • Set user rates per project and export as Excel or PDF
  • Export your invoices as HTML and customize them before sending to your client

Desktop Timer App

Using the Desktop Timer Application, you can import your upcoming tasks from Teamwork and start timers. When you you’re finished each task you can log your time directly to Teamwork PM.

  • Runs on Windows, Mac and Linux
  • Import your upcoming Teamwork tasks
  • Log time as billable or not billable
  • Auto-pause and resume for when you take a break
  • Full and Compact views

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