Teamwork

Teamwork is great for not only a team of people, but for the individual user as well. I run a small accounting business and I'm my only employee. Teamwork allows me to set up tasks and projects that are both one-off tasks and regularly reoccurring tasks. As I check off the tasks that need to be done today, I can look forward to the rest of the week and get a good reminder of what is coming up. It also allows me to invite clients into the tasks so they can see the status of where I am at in a project we have agreed upon. They can upload documents, make comments. I can use a basic time-tracking tool to make sure I'm not estimating my time spent incorrectly. The extra time I have to spend upfront to get the tasks and templates created is well worth the time when a new client comes along. I don't have to recreate the wheel, or think extra hard at remember what I did last time. I can simply apply a template of tasks for any given project that is needed and we are set and rolling! This is one of the best tools I've discovered for running my practice.

For tasks that are set as reoccurring, their display of the tasks isn't the best. I click the task as complete and it immediately populates the next instance of that task right below the one I completed. I have to pay special attention to the tasks for this reason when checking stuff off. I have often checked the next month's task off after clearing the current one. When I uncheck the following month's task as actually not completed, it does not remember the future events that were created, thus making my task list look much larger than it actually is.

It has an incredible amount of features that worked the way I wanted to.

I started spending too much time updating countless todo fields, project fields and everything in between.

I like the time tracking and the fact that I can easily set new tasks, follow the task implementation, have meetings based on everything set on the platform.

I still use other tools of simple to-do lists, but for real project management I have everything covered with this platform. I think that maybe more reporting options could be useful.

Love that I can use this to communicate with clients and team members and keep a transparent log that everyone can see, vs tasks and side conversations getting lost in email. Project templates make it easy to kick off a project and not reinvent the wheel each time.

Time tracking and invoicing is ok - but not the most robust feature.