Teams | Collaboration | Customer Service | Project Management

Meta is tracking employees. But that’s not what workforce analytics is.

April’s roundup is all about giving you more control and clarity across your work—from the new Insights Panel that brings customizable, widget-based reporting into a single view, to deeper AI integrations with Claude Cowork for real-time project insights. We’ve also introduced more flexible quote settings, expanded automation capabilities across the platform, and given you more visibility over Scheduled Reports.

Before I joined Teamwork.com, I managed client delivery for agency firms. Back then, "portfolio visibility" meant a color-coded spreadsheet that was outdated before the Monday standup finished. The truth is, most teams don't go looking for portfolio management solutions because everything's working. They go looking because something broke.

I've worked in a number of remote teams over the years. The single biggest mistake I've seen? Teams picking tools built for co-located offices and then wondering why things kept slipping. Remote project management has real, specific demands. McKinsey research confirms that hybrid and remote arrangements are now a permanent fixture for knowledge workers. The tool has to carry some of the coordination weight that a shared office naturally handles.

Claude Cowork isn't another chatbot you paste tasks into. It's a desktop AI agent that sits on your computer and connects directly to the tools you already use, including Teamwork.com. The difference matters more than most teams realize. When your AI can pull live project data, flag overdue milestones, and draft client reports without you copy-pasting context, you stop treating AI as a side tool and start treating it as a coworker.

This month’s theme is data centralization and precision. From purpose-built apps in Scoro that will help you retire those last few fragmented spreadsheets, booking tool improvements, and new and improved finance integrations – every team will find useful updates in this release to improve their operational efficiency and data precision.

Projects are super important to a service-based business. But the actual intake process can be complicated, usually due to a lack of organization and formal processes. How do you decide what to take on? How do you make sure you don’t overpromise and underdeliver? The answer is a Project Intake Process, and if you aren’t using PSA (Professional Services Automation) software like OneDesk to handle it, you’re probably working harder than you need to.

Move Support remote team productivity with role-based metrics, real work data, and trend insights without micromanaging.

Move from reactive workload management to proactive workforce planning using real-time, benchmark-driven visibility.