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Teamwork

The Teamwork modules allow you to watch, create, update, get, and/or delete companies, events, milestones, persons, projects, subtasks, tasks, and time entries in your Teamwork account.

Prerequisites

  • A Teamwork account

In order to use Teamwork with Ibexa Connect, it is necessary to have a Teamwork account. If you do not have one, you can create a Teamwork account at www.teamwork.com/projects-signup.

Connecting Teamwork to Ibexa Connect

To connect your Teamwork account to Ibexa Connect, you need to obtain your API Key.

1. Log into your Teamwork Account.

2. Click your profile button and select Edit my Details.

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3. Click API & Mobile and then click Show your Token.

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4. Copy the token to the clipboard.

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5. Go to Ibexa Connect and open the Teamwork module's Create a connection dialog.

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6. Enter the API Key you have copied in step 4 to the respective field.

7. Enter the Domain. For example, if your URL is https://make.teamwork.com, then the domain is make.

8. Select Query for a custom domain if you are using a custom domain (not the .teamwork.com domain).

9. Select the region of your Teamwork account. If the URL of your account is e.g. https://projects.teamwork.eu, then select the EU option.

10. Click the Continue button.

The connection has been established.

Triggers

New Event

Triggers when a new event occurs (for example, when a new task is added or completed).

Webhook name Enter the webhook name.

Setting Up Webhook for the New Event Trigger

To set up a new event trigger:

1. Go to Ibexa Connect, create a New Event Connection module and copy the URL to the clipboard.

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2. Log into your Teamwork account.

3. Click your Profile icon > Settings> Webhooks.

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4. Enable the Webhooks, and click Add Webhook.

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5. In the Webhook Event field, select the event that will trigger the New Event module

6. Enter the URL copied in Step 1 to the Endpoint URL field.

7. Select the Version 1 in the Version field.

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8. Click Add Webhoook.

The webhook is enabled successfully and triggers in the Ibexa Connect when a new event occurs.

Watch Companies

Triggers when a new company is added.

Maximum number of returned companies The maximum number of companies Ibexa Connect should return during one scenario execution cycle.

Watch Files

Triggers when a new file is uploaded.

Project Select the project whose files you want to watch.
Maximum number of returned tasks The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Watch milestones

Triggers when a new milestone is added.

Project Select the project whose milestones you want to watch.
Maximum number of returned milestones The maximum number of milestones Ibexa Connect should return during one scenario execution cycle.

Watch People

Triggers when a new person (user or contact) is added.

Maximum number of returned persons The maximum number of persons Ibexa Connect should return during one scenario execution cycle.

Watch Projects

Triggers when a new project is created.

Maximum number of returned projects The maximum number of projects Ibexa Connect should return during one scenario execution cycle.

Watch Task Lists

Triggers when a new task list is added.

Project Select the project whose task lists you want to watch.
Maximum number of returned tasks The maximum number of task lists Ibexa Connect should return during one scenario execution cycle.

Watch Tasks

Triggers when a new task list is added.

Select Tasks Select the tasks you want to watch.
Maximum number of returned tasks The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Watch Time Entries

Triggers when a new time entry is added.

Projects Select the project whose time entries you want to watch.
Maximum number of returned tasks The maximum number of time entries Ibexa Connect should return during one scenario execution cycle.

Actions

Add a Person to a Project

Adds a selected person to a project.

Project Select the Project to which you want to add the persons.
Person Select the person to add to the project.

Complete a Task

Marks the specified task as complete.

Task ID Select the Task ID to mark the task as complete.

Create a Calendar Event

Creates a new calendar event.

Type

Select the event type.

Attending Users

Select the attendees.

Visibility

Select the event visibility:

  • Company

  • Personal

  • Project

Title

Enter the event name.

Description

Enter the details of the event.

Start Date

Enter the event start date.

End Date

Enter the event end date.

All Day

Select if the event is scheduled for all day.

Location

Enter the location of the event.

Create a Company

Creates a new company.

Country Select the country where the company is located.
Name Enter the name of the company.
Address Line 1 Enter the address of the company.
Address Line 2 Enter the address of the company.
Zip Code Enter the Zip code of the location of the company.
City Enter the city name.
State Enter the state name.
Phone Enter the phone number of the company.
Email Enter the email address of the company.
Fax Enter the fax number of the company.
Website Enter the website URL of the company.

Adds a new link to the selected project.

Project Select the project to which you want to create the link.
URL Enter the URL of the link.
Name Enter a name for the link.
Description Enter the details of the link.
Tags Enter the tags for the link.

Create a Milestone

Creates a new milestone.

Project Select the project whose milestone you want to create.
Assigned Persons Select the persons to whom the milestone is assigned to.
Tags Enter the tags to filter when searching for the milestone.
Title Enter the name of the milestone.
Description Enter the details of the milestone.
Deadline Enter the due date of the milestone.

Create a Person

Creates a new person.

Company Enter the name of the company whose person you want to create.
Type Select the type to assign the person. For example, accounts, contacts and so on.
First Name Enter the first name of the person.
Last Name Enter the last name of the person.
Username Enter the username of the person.
Email Enter the email address of the person.
Password Enter the password to be used to log in.
Phone Enter the phone number of the person.
Address Line 1 Enter the address of the person.
Address Line 2 Enter the address of the person.
City Enter the city name where the person belongs to.
Zip Code Enter the Zip code of the area where the person belongs to.
Note Enter the details of the person you would like to mention.

Create a Project

Creates a new project.

Tags Enter the tags to filter the projects when searching.
Company Select the company in which you want to create the project.
Category Select the category for the project you want to create.
Name Enter a name for the project.
Description Enter the details of the project.
Start Date Enter the date on which the project starts.
End Date Enter the date on which the project ends.

Create a Subtask

Adds a new subtask to a selected task.

Task ID

Select the Task ID in which you want to create the subtask.

Content

Enter the details of the subtask.

Tags

Enter the tags to filter the subtask when searching.

Description

Enter the description for the subtask.

Progress

Enter the progress of the task in percentage. Enter a value higher than or equal to zero and less than or equal to 100.

Priority

Select the priority of the subtask:

  • Low

  • Medium

  • High

Estimated number of minutes for a task to be completed

Enter the time in minutes in which the task must be completed.

Start Date

Enter the date on which the subtask starts.

Due Date

Enter the date by which the subtask must be completed.

File Name, incl.suffix

Enter the file name with the format type. For example, sample.pdf

Data

Enter the data or map the file from dropbox or other similar applications.

Create a Task

Adds a new task to a specified task list.

Project

Select the project whose task you want to create.

Task List

Select the task list in which you want to create.

Assigned Users

Select the user to whom you want to assign this task.

Tags

Enter the tags to filter the task when searching.

Content

Enter the information about the task.

Description

Enter the details of the task.

Progress

Enter the progress of the task in percentage. Enter a value higher than or equal to zero and less than or equal to 100.

Priority

Select the priority of the task:

  • Low

  • Medium

  • High

Estimated number of minutes for a task to be completed

Enter the time in minutes in which the task must be completed.

Start Date

Enter the state date of the task.

Due Date

Enter the due date by which the task must be completed.

File Name, incl.suffix

Enter the file name with the format type. For example, sample.pdf

Data

Enter the data or map the file from dropbox or other similar applications.

Create a Task List

Creates a new task list in a specified project.

Project List Select the project whose task list you want to create.
Template Select the template of the task list. For example, todo-list template.
Name Enter a name for the task list.
Description Enter the details of the task list.
This list is private. Select if this task list is private and not visible to all the users or teams.

Create a Time Entry

Adds a new time entry to a given project or task.

Project Select the project whose time entry you want to create.
Assigned Persons Select the person whose time entry you want to create.
Tags Enter the tags to filter the time entries when filtering.
Hours Enter the number of hours to add the time entry.
Minutes Enter the number of minutes to add the time entry.
Date Enter the date for which you are creating the time entry.
Description Enter the details of the time entry.
Is Billable Select if the time entry for the project eligible for billing.

Delete a Calendar Event

Deletes a calendar event.

Event ID Select the Event ID you want to delete.

Delete a Company

Deletes a company with a given ID.

Company ID Select the Company ID you want to delete.

Delete a File

Deletes a file with a given ID.

File ID Select the File ID you want to delete.

Deletes the link specified by the link ID.

Link ID Select the Link ID you want to delete.

Delete a Milestone

Deletes a milestone with a given ID.

Milestone ID Select the Milestone ID you want to delete.

Delete a Person

Deletes a person with a given ID.

Person ID Select the Person ID you want to delete.

Delete a Project

Deletes a project with a given ID.

Project ID Select the Project ID you want to delete.

Delete a Task

Deletes a task with a given ID.

Task ID Select the Task ID you want to delete.

Delete a Task List

Deletes a task with a given ID.

Task List ID Select the Task List ID you want to delete.

Download a File

Downloads a file with a given ID.

File ID Select the File ID to download.

Get a Company

Retrieves information about a company with a given ID.

Company ID Select the Company ID whose details you want to retrieve.

Get a Milestone

Retrieves information about a milestone with a given ID.

Milestone ID Select the Milestone ID whose details you want to retrieve.

Get a Person

Retrieves information about a person with a given ID.

Person ID Select the Person ID whose details you want to retrieve.

Get a Project

Retrieve information about a project with a given ID.

Project ID Select the Project ID whose details you want to retrieve.

Get a Task

Retrieves information about a task with a given ID.

Task ID Select the Task ID whose details you want to retrieve.

Get a Task List

Retrieves information about a task list with a given ID.

Task List ID Select the Task List ID whose details you want to retrieve.

Get a Time Entry

Returns a time entry by ID.

Time Entry ID Select Time Entry ID whose details you want to retrieve.

Remove a Person from a Project

Removes a selected person from a project.

Project Select the project whose persons you want to remove.
Person Select the person to remove from the project.

Set Project Owner

Sets a selected person from a project.

Project Select the project whose owner you want to set.
Person Select the person to set as the owner for the project.

Update a Person

Updates a person with a given ID.

Person ID Select the Person ID you want to update.
Company Select the company to which the person belongs to.
First Name Enter the first name of the person.
Last Name Enter the last name of the person
Username Enter the username of the person.
Email Enter the email address of the person.
Password Enter the password to be used to log in.
Phone Enter the phone number of the person.
Address Line 1 Enter the address of the person.
Address Line 2 Enter the address of the person.
City Enter the city name where the person belongs to.
Zip Code Enter the Zip code of the area where the person belongs to.
Note Enter the details of the person you would like to mention.

Update a Project

Updates a project with a given ID.

Project ID Select the Project ID you want to update.
Tags Enter the tags to filter the projects when searching.
Company Select the company in which you want to create the project.
Category Select the category for the project you want to create.
Name Enter a name for the project.
Description Enter the details of the project.
Start Date Enter the date on which the project starts.
End Date Enter the date on which the project ends.

Update a Task

Modifies information about a task with a specified ID.

Assigned Users

Select the user to whom you want to assign this task.

Tags

Enter the tags to filter the task when searching.

Task ID

Select the Task ID you want to update.

Content

Enter the information about the task.

Description

Enter the details of the task.

Progress

Enter the progress of the task in percentage. Enter a value higher than or equal to zero and less than or equal to 100.

Priority

Select the priority of the task:

  • Low

  • Medium

  • High

Estimated number of minutes for a task to be completed

Enter the time in minutes in which the task must be completed.

Start Date

Enter the state date of the task.

Due Date

Enter the due date by which the task must be completed.

File Name, incl.suffix

Enter the file name with the format type. For example, sample.pdf

Data

Enter the data or map the file from dropbox or other similar applications.

Upload a File

Uploads a file into a specific project.

Project Select the project to which you want to upload a file.
Tags Enter the tags to filter the files when searching.
File Name, incl.suffix Enter the file name with the format type. For example, sample.pdf
Data Enter the data or map the file from dropbox or other similar applications.
Description Enter the details of the file.