Teamwork.com

Smart filtering tool that helps users find what they need quickly using AI

Provides instant profitability predictions based on historical revenue and costs to help make data-driven decisions

Automatically builds projects from scattered briefs with AI, turning client briefs into fully structured projects in just a few clicks

AI-powered tool that reviews assignments and instantly finds the best people based on role and availability, breaking assignments into ready-made tasks mapped to timelines

AI-powered summary of team utilization metrics

Comprehensive AI teammate that helps teams plan smarter, work faster, and deliver more

Create custom budgets for each project, track hours and money spent against it, and set notifications when spend reaches a threshold

Track and manage project budget expenses

Track project spend, eliminate surprises, and give clear insights to control costs and make smarter business decisions

Customizable invoices that sync with accounting tools like Xero and QuickBooks

Assign different currencies to clients and staff

Manage retainer projects and reallocate budget surpluses or deficits for balanced spending

Backdate team member's incorrect project-level billable rates

Set rates based on user roles

Streamline billing with customizable invoices that sync with accounting tools

Set budgets for individual task lists

Set rates for team members

Organize and manage client company information

Manage client company information and client users with unlimited client users

Add unlimited free client users who do not count towards subscription cost

Gather requests, feedback, and key details from clients and team with personalized forms, form submissions turn into tasks

Forms to gather intake information with conditional logic support

Manage entire client review and internal approval process from creation to revision to final sign-off

Turn customer tickets into actionable tasks in seconds with every client request prioritized and automated

Understand state-of-play across all projects linked to a client with aggregate project totals and action items

Create custom fields to organize project information

Set task dependencies to manage project flow

View all tasks, milestones, messages, files, and more across all projects

Perform calculations on custom fields in custom reports

Visualize project timeline, quickly see what's due and when to keep projects running on track

Visualize critical path in Gantt charts

Filter Gantt charts by various criteria

Visualize progress, map workflow, quickly see task status, and automate processes

See all tasks to get overview of team's work with collapsible projects and subtasks

Set goals or checkpoints within a project to ensure everyone knows what is expected and by when

View all own tasks, milestones, and events in one place with sort and filter customization

View multiple projects in a portfolio view

Manage workflows across multiple projects

Pre-built project templates that can be customized or created from scratch to speed up project setup

Multiple project view options including List, Table, Boards, and Gantt charts

Save custom filters for future use

Build, view, and manage projects quickly and easily with one click to add and edit tasks

Sub-tasks, tags, dependencies, and task management fundamentals

Tag tasks for organization and filtering

Create tentative project plans

Track all changes made to projects and tasks

Advanced reporting capabilities (beta)

See task completion rate trend to assess project progress

Create custom reports for any occasion, rearrange data based on project, user, task, or milestone

Customizable dashboards to view key metrics

Advanced dashboards for enterprise users

Analyze historical and forecasted insights for revenue, cost, profitability, budget health, and utilization

See how tasks and milestones are progressing compared to original scope to better plan work

Get real-time view of financial performance for each project and by client, and track against budget

Shows task progress, budget usage, and status at a glance

Get a snapshot view across all projects and manage progress based on individual health status

Schedule reports to be generated automatically

Share dashboards with team members

Outline the split of billable and non-billable time to achieve ideal time targets

Reveals how effectively team is working, who's at capacity, who has room, and how close to productivity goals

Check how team's time is currently being distributed so no one is overworked or under-used

Unnamed resources to plan work at a high-level

Forecast future projects with clarity, assign resources, plan hiring, and scale with confidence with 20/20 long-term visibility

Comprehensive resource management with long- and short-term visibility over resourcing plans, utilization tracking, and profitability impact

Easily assign work for future projects and match the right people to do the work

Match the right people to the right work with Skills and Roles, categorize talent, and streamline resourcing

Keep teams optimized and accountable while tracking billables effortlessly, spot burnout or boredom, and ensure team utilization is on target

Bulk apply public and custom holidays

Manage team's day-to-day capacity and have visibility over workloads, view resourcing red flags in real-time, and avoid bottlenecks

Visualize who is doing what, check capacity, adjust workloads, and reassign tasks as projects evolve

Set billable and cost rates for team, track billable hours, and mark time as billable

Understand how and where time is being spent, log time directly, send time reminders, create timesheets, and paint clear picture of team's hours

Automated time logging reminders for team members

Built-in stop/start timer that runs in the background, ability to log time retroactively or in bulk with timesheets, and automated reminders for managers

Approve team member timesheets

Personal and company timesheets to log time in bulk and oversee team's time logs in weekly view