How do I see all my projects in Teamwork?

If you want to see all the projects your department currently has in Teamwork, click the 'Projects' tab on the main menu. 
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The 'Projects' area gives you a snapshot of all your active projects, with key details like:
  • Project name
  • Any relevant dates
  • Tags to show you which CME teams are working on your project
  • If applicable, the project owner = the designer who has been assigned to your project
You can toggle the projects between list and grid view using the 'View as' option in the top right.

If you can also customise your 'Projects' view to display information that is most relevant to you by clicking the '+' button in the top-right corner:
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Your projects can also be viewed in the 'My Work' area > 'My Projects':

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If you’re needing a greater level of CME support than our Help Desk can provide on its own, a member of our team will escalate your request to a project in Teamwork. We'll send you a form to get the details.

We'll include all the relevant information about your project that was discussed on the Help Desk (such as dates/times, venue, promotional needs etc.), as well as add the relevant CME team members and your project co-owner.  


Once a project has been set up, you’ll be notified in your original Help Desk thread. Your CME agent will pass on the link to your project and mark your chat as ‘Solved’ to indicate your request has been moved to Teamwork. The message will look similar to this one:

  

Using the tasks on this list, members of our team will get in touch with you to discuss your project needs in more detail so they can start working on the support you’ve requested.  

We aim to be in contact on all new projects within 3 business days (72 hours) from when they were set up. 

After all your support needs are confirmed, we'll set up the relevant task lists on your project and mark 'Support Overview' as 'complete'. From there, we'll get to work on your project and chat to you in task threads – easy!


How can I see what tasks I've been assigned?


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If you've been assigned any tasks on your project/s, they'll be displayed in your 'My Work' area.



You'll be able to see the name of your task/s, what project/s they belong to and when they're due. Your tasks will also display in order of their due date, so you can easily track what tasks you can manage your upcoming workload.

Similar to your 'Projects', you can also personalise your 'My Work' area using the '+' button to display information that is most relevant to you.

You'll be notified via email when a new task has been assigned to you. However, since Outlook inboxes can get pretty crowded with other messages, we recommend logging into Teamwork once a day and checking your Teamwork inbox instead to make sure you don't miss anything!



Your Teamwork inbox will not only notify you of any new tasks have been assigned to you, but will also show you if you've been tagged on any comment threads as well as any other major updates on your project/s.


Not what you're looking for? Or have a subject you would like to know more about? Suggestions welcome!