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 spent many years working at agencies and start-ups that were scaling fast. One pattern kept repeating: a team would nail their project delivery process at 20 people, then completely fall apart at 50. The manual workflows that held things together, spreadsheets tracking approvals, email chains for resource requests, copy-paste status updates, all broke the moment the org tried to scale. The case for project management automation is obvious in hindsight.

Operations teams are drowning in work that shouldn't require a human brain. Status updates. Resource shuffling. Chasing down project data that lives in six different tools. I spent years managing client delivery for agency teams before joining Teamwork.com, and the pattern I kept seeing was the same: smart people spending their best hours on administrative work instead of strategy. Now, with the emergence of practical AI and automation, we finally have the tools to do something about it.

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.