Easy Insight and Teamwork Documentation

Once you have an Easy Insight account, you can create a connection to Teamwork through the Connections page. Click on Teamwork, then click on Authorize Access. You'll be redirected to Teamwork to grant access to Easy Insight, then redirected back to Easy Insight. Easy Insight will initially pull over the last two full months of data, then load the remaining data in the background.

When you first install your connection to Teamwork in Easy Insight, you'll get a prebuilt dashboard with a variety of reports to help you get started. You can customize any of these reports or replace them with your own.

When you click on Choose Field in the report editor, you'll see the various fields available to you from your Teamwork data. These fields do include custom project and task fields as well, as the various subjects shown below:

You can add these different fields to build a report. For example, changing the report type to Column, then adding Project Name as the X Axis and Open Tasks as the measure, gives the following column chart:

For more information on building reports, please see Creating Reports.

Want to receive a list of open, overdue tasks across your team every Monday? You can set up reports and dashboards as emails on a schedule. For more information on scheduling, see Scheduling Reports as Emails.

You can also combine your Teamwork data with other connections, building reports and dashboards that combine your project management data with your support, CRM, or financial services. To learn how to combine data sources, see Combining Data Sources.

Make sure your users or clients can only see the information you want them to see, without creating numerous copies of reports. Learn how to set up data level security at https://www.easy-insight.com/docs/account/data-level-security.html.

How often does the connection pull over data?

Data is synchronized nightly by default. You can change the default time on the Scheduling page. Your subscription determines how often data can refresh, up to hourly (see Pricing). If your account is on the Professional tier or higher, you are eligible for near real-time reporting at 5-minute intervals.