Help

Frequently Asked Questions

• How do I create a new project?How do I create a new project?
  How do I create a new project?

  You can create a new project by clicking on the "Projects" link from the "Admin" menu and then clicking on the "Create new project" button.
• How do I invite a team member to a project?How do I invite a team member to a project?
  How do I invite a team member to a project?

  To invite a new team member to a project, click on the "Projects" link from the "Admin" menu. Click on the name of the project to view its detail page. From the detail page, you can invite team members to the project by clicking on the "Invite team members" button.
• How do I invite clients to my projects?How do I invite clients to my projects?
  How do I invite clients to my projects?

  You can give your clients access to your projects by clicking on the "Invite clients" button on the project detail page. Enter the name and email address of the client and click the "Send invitation" button to send them an email invitation inviting them to join the project. You can customize the invitation email before sending it.
  
  When your clients receive the invitation email and click on the registration link in the email, they will be asked to enter some information so that an account can be created for them. This includes their password and the time zone of where they are located. After creating an account, your clients will automatically be added to the project and will be able to track the progress of their projects and collaborate with you on them.
• Can I create accounts for my clients instead of inviting them and having them create their own accounts?Can I create accounts for my clients instead of inviting them and having them create their own accounts?
  Can I create accounts for my clients instead of inviting them and having them create their own accounts?

  Yes, you can create accounts for your clients from your company management page. To get to the client management page, click on the "Company" link from the "Admin" menu. If you haven't defined your company yet, you will be asked to do so. Click on the "Add new client" link" from the company management page and enter the account information for the new client. You can enter a temporary password for them and have us email the client a welcome email containing the client's login information. You can also skip the welcome email and email your client yourself with his/her login information.
• How do I designate additional company administrators?How do I designate additional company administrators?
  How do I designate additional company administrators?

  You can assign additional company administrators from the "Plan Administration" tab under the company page. The company page can be reached by clicking "Company" from the "Admin" menu. On the right hand side of the form, select yes for the users that you want to give company administrator rights too. Company administrators will have the ability to administer all company projects.
• How do I brand the site with my logo and color scheme?How do I brand the site with my logo and color scheme?
  How do I brand the site with my logo and color scheme?

  You can upload your company's logo and customize the site's color scheme by clicking on the "Company" link from the "Admin" menu. You will be asked to setup your company if you have not already done so. Once your company is set up, you can upload a new logo from the "Branding" tab and you can change the site's color scheme from the "Color Scheme" tab.
• What's the largest file I can upload?What's the largest file I can upload?
  What's the largest file I can upload?

  The largest supported file size that can be uploaded is 600MB.
• How do I enable Google Docs integration?How do I enable Google Docs integration?
  How do I enable Google Docs integration?

  You can enable Google Docs integration by click on the "Google Docs Integration" link from the "Admin" menu and following the directions on the page.
• How do I update my email notification preferences?How do I update my email notification preferences?
  How do I update my email notification preferences?

  You can update your email notification preferences by clicking on the link found at the bottom of the notification emails that you receive. You can also update your notification preferences and other preferences by clicking on the "My account" link found on the top right corner of the site and then on the "Preferences" tab.
• How do I update my password?How do I update my password?
  How do I update my password?

  You can update your password by clicking on the "My account" link on the top right corner of the site and then on the "Profile Info" tab. Click the "Change password" link, enter your new password, and click the "Update" button to save your changes.
• I forgot my password. How do I retrieve it?I forgot my password. How do I retrieve it?
  I forgot my password. How do I retrieve it?

  Since we store your passwords using one-way encryption, it is not possible for us to retrieve your password if you forget it. Instead, we will need to generate a new temporary password for you. To get a new password, click on the "Forgot password?" link on the sign page and enter the email address you used when you signed up for TeamWork Live. A new temporary password that you can use to sign in to your account will be emailed to you. Once you have signed in, you will be asked to create a new password to replace the temporary one.
• How do I update my billing information?How do I update my billing information?
  How do I update my billing information?

  You can update your billing information by clicking on the "My account" link on the top right corner of the site and then on the "Billing Info" link. Update your billing information and click the "Update" button to save the changes.
• How do I upgrade/downgrade my membership plan?How do I upgrade/downgrade my membership plan?
  How do I upgrade/downgrade my membership plan?

  You can update your billing information by clicking on the "My account" link on the top right corner of the site and then on the "Membership Plan" link. Click the "Upgrade" or "Downgrade" button for the new plan that you want and update your billing information (if upgrading).
• How do I see all the tasks my team members are assigned to?How do I see all the tasks my team members are assigned to?
  How do I see all the tasks my team members are assigned to?

  Go to the open items report and select filter by "All team members".
• How do I delete a team member or client?How do I delete a team member or client?
  How do I delete a team member or client?

  You can delete a user account from the company management page by clicking on the "Delete" link for the team member or client that you want to remove.
• Why am I only able to assign tasks to myself and not to other team members?Why am I only able to assign tasks to myself and not to other team members?
  Why am I only able to assign tasks to myself and not to other team members

  You are most likely trying to add tasks from your "My Tasks" page. In order to assign the task to a team member, you will need to select a project to put your task in. If you select personal, the task will not be associated with any project and can therefore only be assigned to you.
• I found a bug. How do I report it?I found a bug. How do I report it?
  I found a bug. How do I report it?

  We take bugs seriously at TeamWork Live. If you discover a bug, please let us know using our bug report form and we will try to get it fixed for you as soon as possible (usually within a day).