What Is Teamwork.com?
Teamwork.com is one of the best cloud-based project management tools that lets you organize projects and tasks however you work best. Choose from different views, such as List, Chart or Board and get hyper specific about your task and workflow processes.
Teamwork.com is easy enough to use but offers a lot of customization options, making it a dense platform overall. Its interface is colorful and cheery, which could be a plus if your company has a similar ethos.
What Sets Teamwork.com Apart
Teamwork.com is notably simple to use but doesn’t sacrifice breadth with its simplicity. You can build completely customized workflows in a matter of minutes with little to no technical know-how.
Pros
Unlike some of its competitors, Teamwork.com doesn’t fall privy to being too technical or jargon-y. Whereas platforms, such as Jira, have steeper learning curves due to the use of terms, such as “epic” and “issue,” Teamwork.com’s terminology makes it easier for anyone, regardless of their profession or background, to get the hang of.
Teamwork.com’s automation features are impressively simple to use as well—and this is another area where competitors may fall short. You don’t need to read any lengthy tutorials to make tasks move forward on your Kanban board automatically, per se.
Time tracking, budget tracking and invoice calculations are all built-in as well, giving you a better view of how your projects are faring financially.
Rather than shoehorning a bunch of different tools to work together, Teamwork.com also offers additional products that can serve other areas of your business, such as Teamwork Chat, Teamwork Desk and Teamwork CRM. All of its other products are designed to integrate seamlessly with Teamwork.com.
Cons
Teamwork.com is very marketing agency-friendly by design, which means it might not be an ideal solution if you don’t run an agency. The product is also quite dense, which means runtime can be slow, especially if you have a lot of projects and tasks that are ongoing.
There is also no way for site administrators to enforce all other users to turn on two-factor authentication (2FA), nor is there any way to see who has 2FA turned on or off. This could pose a huge security risk for any firm.
Featured Partners
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monday.com
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2
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ClickUp
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Slack, Microsoft Outlook, HubSpot, Salesforce, Timely, Google Drive and more
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Wrike
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Teamwork.com Core Features
Teamwork.com has several core features that allow you and your team to work collaboratively and cross-functionally. Teamwork.com can also help you spot areas for improvement and warn you when budgets and tasks are not going as expected.
Role Assignment Features
Teamwork.com allows you to add different teams and subteams to your workspace. The level of customization you have when adding a team will depend on which plan you have.
You can give each team a name, handle and logo as well as assign it to a company. This means that only people from that company can be added to the team. People can be added to more than one team, though, so that is not a limitation that you need to worry about.
If you have tasks or projects that are only associated with certain members of a company/team, you can create a subteam if you’re on the Premium/Grow plan or above.
You can then add teams to assignments and milestones, rather than individual users, if that suits your workflow more optimally.
For user roles, there are three options:
- Standard
- Client
- Collaborator
Client users can do almost everything that standard users can do, with the exception of adding forms and getting administrator-level access. Collaborators don’t count toward your subscription cost, but they can’t add anything to the workspace and are more akin to observers, if anything.
Gantt Charts
Gantt charts are not available in the free version of Teamwork.com but are accessible in the paid versions. The Gantt chart view is interactive and allows you to adjust project timelines in addition to letting you add tasks and milestones. I found Teamwork.com’s Gantt chart as easy to use as any other, but I was a little frustrated with adding milestones. Milestones exist in a separate space and I couldn’t view the project I was working on while adding a milestone, so I had to recall dates and descriptions to add the pertinent information. Before coffee, this was a challenge for me. I’d prefer to just drag and drop a milestone onto my Gantt chart and fill out info with my project in the background.
Software Integrations
Teamwork.com offers over 80 integrations with some of the most popular tools, such as G-Suite, Microsoft Office and Zapier. Some integrations can be prompted through regular use of the platform, such as Google Drive, QuickBooks and Xero but others require you to seek them out through your profile settings.
Only administrators will have the option to import integrations.
Task Dependencies
Adding dependencies to a task is as easy as adding the task itself. In the task creation window, you can add dependencies based on the other tasks you’ve created.
From the Gantt chart, I was able to drag and drop a dependency from one task to another, which creates a red line to show you visually which tasks need to be completed first. It was only difficult to do when I had a task with a due date that was too far off for me to see the end of the bar.
Budgeting
Budgeting is a new feature within Teamwork.com that lets you set an hourly or fixed-fee budget on any project.
Set a budget amount, start and end date and whether it’s based on billable, nonbillable time or both. You can set budgets to repeat at any frequency and automatically email the relevant stakeholders when budgets are approaching a certain percentage.
To get even more granular, you can segment each budget base on your task lists. Allocate dollar amounts to your task lists and send stakeholders specific notifications for each.
I set up a budget for a project with a $10,000 spend per month and set the dates accordingly. I also made sure to set rates for each of my team members, so Teamwork.com can accurately calculate how much money we’re spending each day on billable hours. Of course, this also means that my team and I need to track time as we work on each task.
Teamwork.com Pricing and Plans
| Deliver | Grow | Scale | |
|---|---|---|---|
| Starting Price | $11 per user per month (minimum three users) | $19.99 per user per month (minimum five users) | Custom quote |
| Intake Forms | Unlimited | Unlimited (with conditional logic) | Unlimited (with conditional logic) |
| Automations per Month | 5,000 | 20,000 | 50,000 |
| Advanced Reporting | Project Status, Planned vs. Actual, Portfolio Health, Progress and Time | All of the Deliver reports, plus: Time, Utilization | All of the Deliver and Grow reports, plus: Profitability, Scheduled and Enterprise |
| Custom Reports | – | Two | Unlimited |
| Custom Fields | Three | Unlimited | Unlimited |
| Project Budgets – Time | Five | Unlimited | Unlimited |
| Project Budgets – Financial | Three | 30 | Unlimited |
| Teams Management | – | ✓ | ✓ |
Starter
The Starter plan goes beyond the Free Forever plan in terms of integrations, but not much else. You still can’t unlock intake forms, reporting capabilities, client users or budgeting/expense features without upgrading to the Deliver plan.
Free
Although I didn’t include the Free plan on the chart above, it is worth mentioning. I’m able to make the free forever Teamwork.com plan work for my personal projects and a couple of consulting jobs thanks to the billable time tracking, proofs, project budgeting feature and invoices, though there are limits. For project management, I don’t feel all that limited; I can view projects as a list, on a table, board or in a Gantt chart. There are no limits to subtasks or dependencies and I can add collaborators, as needed. I think the most limiting factors are that I’m only allowed 100 automations per month and five total projects.
Deliver
Deliver lets you run a more advanced operation than the Free plan, with full client relationship capabilities unlocked. However, Deliver does not let you track budget expenses or create custom reports. HubSpot and OneDrive integrations are not available on Deliver, either. For those features, you need to upgrade to the Grow plan.
Grow
The Grow plan is advertised on Teamwork.com’s site as the most popular plan, but there is no visible data to back this claim. The Grow plan has everything the Deliver plan has and more: more templates, automations, proof and custom reports. This is the plan I’d likely choose if I were running a larger agency and needed more flexibility.
Scale
Beyond the Grow plan, there is a Scale plan that’s available upon request. The Scale plan gives you room for an unlimited amount of projects and 500 GB of storage as well as more sophisticated admin controls.
Setup and Customization
Setting up and customizing Teamwork.com is not difficult but could be time-consuming depending on how many employees, clients and projects you’re working on. For a book of 10 clients, it could take several hours to customize everything to your liking. Factor in additional time for building automations and you could see this number jump higher.
You can also customize your Teamwork.com site’s name, URL, logos and color theme to create a more branded feel.
Teamwork.com lets you upload team members and important contacts in bulk via a comma-separated values (CSV) file. If you choose to bulk upload people as users, they will be given the standard user permissions by default. You can downgrade them to clients or collaborators later on.
When I set up projects, I found it was easy at the start. However, there are some tedious tasks that take longer in some views than others. For example, I created a board with projects before I assigned anyone on my team to the tasks. Once I was ready to do so, I found I had to click into each task to assign them. This took forever (not really, but it felt like it). So, I swapped to the list and table views and found it much faster to assign.
Ease of Use
Teamwork.com is easy enough to use, but certain features are oddly hidden or placed in nonintuitive places on screen. For example, the Gantt tab on the top menu being hidden from view by default makes it more difficult to access. Similarly, the budgeting feature on the left menu is under the “More…” option, so I found it took being an offshoot of invoices means it takes more clicks to reach it, which is cumbersome.
With all that said, I still think Teamwork.com is one of the most accessible project management tools available. Settings are easy to navigate, projects are simple enough to get started and the built-in time tracking is intuitive to use (but maybe hard to get used to). If anything, I’d say the Teamwork.com developers could work on making everything in menus more visible and providing shortcuts to assigning tasks in the board view.
I didn’t set aside a specific space for automation, so I’m going to mention them here. They’re as easy to use as in some of my favorite task management software. Simply choose the condition (if this) as the trigger and then the action (then that) from a drop-down menu. It saves a bunch of time if you have a lot of repetitive actions in your day-to-day operations.
Teamwork’s breadth of features is great, but your workspace could easily become chaotic if your team is not properly briefed or trained on best practices. It’s highly recommended that you train each employee and client in the same manner and establish ground rules for how tasks should be added, prioritized and moved forward.
Security
Teamwork.com offers AES-256 encryption for data at rest, which is the industry standard. It does a good job of providing transparency surrounding how passwords are stored, the protections in place regarding Teamwork.com employees being able to access certain data and how secure their physical offices are.
Teamwork.com boasts a 99.99% uptime. Each database performs a full backup every morning and backups are stored for a year.
You can also turn on two-factor authentication (2FA) for any account, but you cannot force any users to turn it on—which means your data could be open to vulnerabilities. Teamwork.com uses Google Authenticator for 2FA. Single sign-on (SSO) is only available with the Advanced Security add-on.
Customer Service and Support
Teamwork.com’s customer service team can only be reached through email or by submitting a ticket. Its customer service team works Monday through Friday, 7 a.m. to midnight India Standard Time (IST), with limited weekend cover. Through its online contact form, you can designate your message as low, medium or high priority.
In the past, a former reviewer reached out at 7:15 p.m. ET on a Thursday and received a response by Friday at 5:30 a.m. ET. I tried to locate live chat as a support option in the platform and from the website, but to no avail.
In addition to email and ticket support, Teamwork.com offers a robust library of tutorial videos, webinars and knowledge base articles, which include screenshots, that are easily accessible from within the platform.
Additional features
Teamwork.com has several additional features that can make your company appear more professional and your team more productive. Most notable are Teamwork.com’s billing and invoicing features and a built-in time tracking feature, which allows you to accurately track billable hours.
Customizable Templates
In addition to having dozens of premade templates to go off of, Teamwork.com allows you to build your own. You can create templates for welcome emails. tasks, projects and more.
Creating a template is straightforward. I followed the prompts in the window that popped up to create a new project template. I used an existing project to create my template. I love that I was able to add specifics such as whether to include weekends, create a weekly or monthly budget and which tools I wanted to carry over. For example, I created an automation that moves a task from one column to another when the task is finished and I definitely plan on using that on all projects moving forward.
Milestone Tracking
Under any project, you have the ability to add milestones. Milestones are attached to task lists and can help you and your team understand how tasks come together to achieve greater goals.
I already mentioned milestones earlier when talking about Gantt charts because, to me, they go hand in hand. In Teamwork.com, they don’t work quite the way I expected, but it’s a good check-in point for a project. Each milestone has a percentage goal tracker underneath it so you can see how close you are to achieving it. People can leave comments and attach files under milestones as well, making them similar in function to tasks.
Expense Tracking
Expenses can be added and tracked through the Finance tab at the top of the screen. It used to be hidden, but now it’s nestled between “Time” and “Milestones.” It wasn’t super obvious where to track expenses, but I scrolled all the way down past my budget overview to find expenses. It’s only available on the Grow and Scale plans, though.
To add an expense, all you need to include is a name, the cost, the date (this could be the date the expense was purchased or the date you put in the expense). Descriptions are optional. Once you add an expense, it will appear under the “Unbilled Expenses” tab.
You can sort expenses by date, cost, name of expense and user. The expense will remain unbilled until you move it to an invoice by clicking “Move Items.” There, you can move it to an open invoice or create a new invoice. Teamwork.com will tell you the number of the invoice that was last created, which is very helpful.
You cannot bill clients directly through Teamwork.com, however, as discussed in the Billing section. You will need to connect an external accounting platform to your Teamwork.com account.
Kanban Board
Teamwork.com’s Kanban view is easily accessible from the top of the screen. You can completely customize your Kanban board to your liking by adding and naming columns however you’d like. Tasks you’ve added from the list view will populate in your board, but you can drag and drop them however you see fit. You can also add cards right from the Kanban board, which will appear in the List view under “Cards.”
Personally, I’m not a fan of Teamwork.com’s board view. It doesn’t provide enough information at a glance. I also couldn’t assign tasks without clicking into each task. Adding a subtask wasn’t intuitive either; I had to guess where subtasks lived in a task window (it’s a right-pointing arrow that turns into a carrot when you click on it). There are far easier boards you can use, such as Asana or Trello.
One key feature that makes Teamwork.com’s kanban board particularly powerful is the ability to add automations quickly and easily. The automate menu in the top right will allow you to automatically send emails, move tasks to the next boards, add new tasks once certain ones are complete and so much more. This can be a huge time saver if used effectively.
Billing and Invoicing
Teamwork.com lets you create invoices from within the platform and export them to your accounting software. Supported accounting software includes FreshBooks, Harvest, Blinksale Classic, Xero and QuickBooks Online. You can also export invoices as Excel spreadsheets or PDFs.
Note that without linking your accounting software, you cannot get paid through the invoices you create through Teamwork.com. The invoicing tool is more of a creation/organization tool. If you don’t use supported accounting software, this feature will only help you create invoices—you’d need to then forward them to your client.
Guest/Client Access
You can add clients to Teamwork.com if you have a Pro/Deliver subscription plan or higher. Client users are similar to standard users in that they can add tasks and milestones, leave comments and reply to messages, but they can only be added to a maximum of five projects at a time. If you need your clients to be added to more than five projects, this may be a big limitation.
Once you’ve added a client user, you can customize their access beyond the default permissions. For example, you can turn off the ability to add milestones to specific projects if you don’t want your client to have that capability.
You can also downgrade existing standard users to client users at any time.
Teamwork.com Alternatives and How They Compare
| Teamwork | Wrike | monday.com | Asana | |
|---|---|---|---|---|
| Rating |  | |  | |
| Starting Price | Free, $11 per user, per month, for three seats | Free, $9.80 per user, per month, for two seats | Free, $9 per month (three seat minimum for a total of $27 per month) | Free, $10.99 per month, per user (billed annually) |
| Free Trial | 30 days | 14 days | 14 days | 30 days |
| Role Assignment Features | ✓ | ✓ | ✓ | ✓ |
| Gantt Charts | ✓ | ✓ | ✓ | ✓ |
| Kanban Board | ✓ | ✓ | ✓ | ✓ |
| Software Integrations | 85-plus | 45-plus | 40-plus | 100-plus |
| Task Dependencies | ✓ | ✓ | ✓ | ✓ |
| Budgeting | ✓ | ✓ | ✓ | ✓ |
| Customer Support | Email support available Monday through Friday only | Email or chat, premium support available for higher tier plans | 24/7 support through an online form | Knowledge base and email support |
| Learn More | – | – | – | |
| Read Reviews | – |
Teamwork.com vs. Wrike
Wrike and Teamwork.com are very similar in that they’re both very marketing agency-oriented and offer high levels of customization during setup. Wrike, however, is pricier than Teamwork.com, making it less ideal for smaller teams. Wrike’s time tracking feature is only available on its more expensive plans as well, which could also be a dea-lbreaker when choosing between the two companies.
Teamwork.com vs. Monday.com
Monday.com has the same core and additional features as Teamwork.com does: time tracking, budgeting, invoicing, reporting and more. However, Monday.com has 24/7 customer support and allows you to add client users on its Basic plan.
Teamwork.com vs Asana
Asana’s feature set is more pared down than Teamwork.com’s. There’s no built-in time tracking, and you can’t get as granular with client customizations. Asana also only offers email support and is not transparent about its customer service hours of operation or expected response times.
Who Is Teamwork.com Best For?
Teamwork.com is best suited for small to midsized agencies or other small client-facing businesses. The ability to add client users as well as keep track of paid and unpaid invoices right from the platform are two key features that make Teamwork.com suitable for agency work.
If your business does not need or would not benefit from client input or sign off during a project, Teamwork.com might not make the most sense.
Featured Partners
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monday.com
Yes
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Smartsheet
Yes, for one user and two editors
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Google Drive, Slack, Tableau, Miro, Zapier and more
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ClickUp
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$7 per month
Slack, Microsoft Outlook, HubSpot, Salesforce, Timely, Google Drive and more
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Wrike
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$9.80 per user per month
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Our Expert Take
While testing Teamwork.com, I found the platform’s capabilities to be both exciting and overwhelming. The deeper I dove into setting up my projects and tasks, I found I was uncovering feature after feature, which was a lot to handle. It’s a powerful tool if you set it up correctly, but can easily turn into a disorganized mess if you don’t. The security risks, however, were a shocking hole. If you have a larger organization, Teamwork.com is not going to scale well—both work-wise and risk management-wise.
Though I like Teamwork.com and I believe it is one of the best project management software options available, it isn’t a perfect system and it isn’t made for every type of organization. I prefer it for small teams that need to track billable hours and send invoices. I found it overall easy to use, though there are small tweaks the developers could do to make it more intuitive.
Frequently Asked Questions (FAQs)
Does Teamwork.com have Kanban boards?
Yes. You can create and manage Kanban boards using the Kanban board view.
Is Teamwork.com cloud-based?
Yes. Teamwork.com is a cloud-based platform, meaning you can log into it from anywhere on any device.
Is Teamwork.com a customer relationship management (CRM) tool?
Teamwork.com offers a CRM product called Teamwork CRM that’s separate from its project management product. Teamwork.com and Teamwork CRM are designed to work together, which could benefit your business if you’re in the market for both a project management tool and CRM. Learn more about the best CRM software for small businesses.
