What level of Teamwork expertise do I need for setting up basic client project management?
For basic client project management, you need intermediate-level expertise. This includes setting up project templates, configuring client portals, and creating time tracking workflows. A beginner can handle simple task management, but client-facing features require someone who understands how to structure information for external stakeholders while maintaining internal team efficiency.
How can I tell if someone actually knows Teamwork well versus just listing it on their resume?
Ask them to walk you through setting up a project template with client portal access and automated time tracking. A real expert will discuss project hierarchies, client communication strategies, and integration possibilities. They should be able to explain specific automation rules they've created and how they've used reporting features to provide business insights, not just task completion updates.
Can Teamwork replace our separate time tracking and invoicing tools?
Teamwork has robust time tracking built-in and integrates well with accounting systems like QuickBooks and Xero, but it's not a full accounting solution. It can capture billable hours and create invoice-ready reports, but you'll likely still need dedicated accounting software for complete financial management. The integration capabilities are strong, so it can work as part of a connected system.
How well does Teamwork integrate with our existing tools like Slack and Google Workspace?
Teamwork integrates natively with both Slack and Google Workspace, allowing notifications, file sharing, and calendar syncing. You can receive project updates in Slack channels and attach Google Drive files directly to tasks. The integrations are robust enough that teams can work primarily in their preferred tools while maintaining project visibility in Teamwork.
How long does it typically take to set up Teamwork for a new client project workflow?
A basic project setup takes 1-2 hours, but creating comprehensive templates with client portals, automation rules, and reporting can take 1-2 weeks depending on complexity. Migrating existing projects and training team members adds another 2-4 weeks. Most businesses see full adoption and optimized workflows within 2 months of implementation.
What ongoing maintenance does Teamwork require after initial setup?
Teamwork requires minimal ongoing maintenance for basic functionality, but you'll want someone to periodically review and optimize project templates, update automation rules as processes change, and create new reports as business needs evolve. Expect to spend a few hours monthly on optimization, plus occasional training for new team members or feature updates.
