TeamWorkIntegration

Awesome. This is a guide on the Teamwork integration,

uh, how to connect and what it can do. So first, in order to connect, we're gonna come into the settings page, and we are gonna be in integrations.

And if we come down to

this Teamwork card, we can hit connect,

and we'll go through

some authentication,

and then we'll get redirected back to this settings page.

And it will now show connected.

Once we're connected, the first thing that we'll want to do is... So I'm just gonna delete these,

is import clients directly from Teamwork.

So these are the clients, and these are also the contacts

that will be pulled from them... From Teamwork as well that are related to these these clients.

We'll select teams forum,

and

we will close this.

And then

another thing that we can do is we can push notes from our meetings

and actions for meetings back to Teamwork. So I'm in meetings, past meetings, and this meeting right here should be defaulted. Everyone should have this when they create an account. So I'm just gonna use this test one,

and,

um, we see this... These action items over here. So I'm gonna sync this to Teamwork. I'm gonna choose the project

and the task list,

and I'm gonna create the task.

Um, then if we go back to

into Teamwork,

we can see that that came... I believe that is this one right here.

If we open it, we can see the information about it.

Information about it right here.

Additionally,

we can

sync notes to Teamwork. So if I do sync to Teamwork

and then choose the project,

and this creates a notebook in that project.

So if I go back to this project over here,

and then I go... So this is the project itself.

If I do more

and notebooks,

you can see all these, um, notebooks that we've seen. And these are just the meeting notes,

and you can see exactly them. Oh, sorry.

Over here.

The summary of the meeting.

But that's Teamwork integration.

And,

yeah, that's it. Have an awesome day.