ConstructionOnline Knowledge Base
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Using the TeamLink™ Portal
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Workflows
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
FAQ: Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Purchasing
Purchase Orders
Bills
Expenses & Receipts
Payments
Invoicing
FAQ: Invoicing
Items Database & Costbooks
FAQ: Items Database & Costbooks
Accounting Integrations
FAQ: Accounting Integrations
Integrating with QuickBooks Online
FAQ: Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
To Do Lists
Creating To Do Lists
Managing To Do Lists
Customizing To Do List Interfaces
FAQ: To Dos
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
GamePlan™
FAQ: GamePlan™
Time Tracking
FAQ: Time Tracking
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
FAQ: Call Logs
RFIs
FAQ: RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
Company Reporting
Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
CO™ Mobile App
App Preferences
App Navigation
App Usage
ConstructionOnline API
FAQ: ConstructionOnline API
Back to home
ConstructionOnline Knowledge Base
Using the TeamLink™ Portal
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Workflows
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
FAQ: Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Purchasing
Purchase Orders
Bills
Expenses & Receipts
Payments
Invoicing
FAQ: Invoicing
Items Database & Costbooks
FAQ: Items Database & Costbooks
Accounting Integrations
FAQ: Accounting Integrations
Integrating with QuickBooks Online
FAQ: Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
To Do Lists
Creating To Do Lists
Managing To Do Lists
Customizing To Do List Interfaces
FAQ: To Dos
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
GamePlan™
FAQ: GamePlan™
Time Tracking
FAQ: Time Tracking
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
FAQ: Call Logs
RFIs
FAQ: RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
Company Reporting
Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
CO™ Mobile App
App Preferences
App Navigation
App Usage
ConstructionOnline API
FAQ: ConstructionOnline API
Using the TeamLink™ Portal
Create Daily Logs from the TeamLink™ Portal
Print a Change Order Summary from the TeamLink™ Portal
View To Dos in the Portal
View the Project Timeline in the Portal
View the Project Calendar in the Portal
View the Project Schedule in the Portal
View GamePlans in the Portal
View Punch Lists in the Portal
View Checklists in the Portal
View Daily Logs in the Portal
Client Selections in the Portal
Requests for Information in the Portal
Transmittals in the Portal
Submittals in the Portal
Project Plans in the Portal
Project Messages in the Portal
Duplicate a Checklist Item and Item Issue in the Portal
FAQ: TeamLink
What is TeamLink?
Do I need to have my own subscription to ConstructionOnline to use the Portal as a TeamLink User?
How do I set up my TeamLink account?
Do I need to request a project invitation myself? (TeamLink)
I can't find my project invitation (TeamLink)
Is there a mobile app? (TeamLink)
How do I log in? (TeamLink)
I can't remember my login email or password. What should I do? (TeamLink)
How do I reset my password? (TeamLink)
How do I change my password within my TeamLink account?
I don't see my Project in the Portal. What should I do? (TeamLink)
How do I contact my contractor from within the Portal? (TeamLink)
Why can't I access ______ as a TeamLink User?
My contractor shared plans with me—how do I access them?
How do I upload files and/or photos to the Portal as a TeamLink User?
I can't add a new Daily Log from the Portal.
How do I respond to a Request for Information (RFI) from the Portal? (TeamLink)
I can't add a new Item to a Punch List from the Portal.
How do I change where my notifications go? (TeamLink)
What type of support resources are available for me as a TeamLink User?
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