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Navigation Tabs and Site Options

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General

• Basic concepts
• Navigation
• Icons
• Permissions

Account/Preferences

• My account/user profile
   • Account information
   • Preferences
   • Membership Plans

Admin

• Project Teams
• Plan administration
• Data backup
• Archived Items

Main Pages

• Dashboard
• Personal workspace
   • Calendar
   • Milestones
   • Tasks
   • Messages
   • Contacts
• Project workspaces
• Reports
   • Time tracking

Features

• Creating and editing items
   • Using rich text editor
• Creating items via email
• Time tracking
• Searching

navigation screenshot

Navigation Tabs

  1. Dashboard — Shows your upcoming milestones, tasks, and events across all your project teams; also shows you what your team member have recently accomplished.
  2. Personal Workspace — Your personal workspace contains all your milestones, tasks, and events across all of your project teams. You can also use it to manage your personal stuff.
  3. Project Workspaces — This tab is visible only if you are a member of at least one team. Click the tab to view the workspace for your team. If you are a member of multiple teams, a drop-down allowing you to switch workspaces, will appear when you move your cursor over the tab.
  4. Reports — Move your cursor over this tab to see the reports drop-down menu.
  5. Admin — Move your cursor over this tab to see the admin drop-down menu.

Site Options

  1. My Account — View your profile, edit your personal information, modify your preferences, and change your membership plan.
  2. Help — Get contextual help for the page you are currently viewing.
  3. Sign Out — Sign out of TeamWork Live.
  4. Search — Use to search for items in your workspaces.

Reports Menu

  1. Project Status — Use to quickly see the status of your project teams.
  2. Open Items — Use to see the open milestones and tasks for all team members.
  3. Weekly Status — Use to run your status meetings more efficiently.
  4. Time Tracking — Use to view time spent on tasks and projects.

Admin Menu

  1. Company — Use this page to enter your company information and to customize the site with your company's logo and color scheme.
  2. Project Teams — Use this page to manage your project teams (create teams and manage the users in the teams).
  3. Plan Administration — Use this page to manage which team members are in your group plans.
  4. Data Backup — Use this page to back up your workspaces (pay plans only).
  5. Archived Items — Items that are no longer relevant (such as completed tasks) can be archived. You can view archived items from here.
  6. Trash — Items you delete are put in the trash for 30 days. You can undelete accidentally deleted items from here.