Teams | Collaboration | Customer Service | Project Management

Managing client work, projects, and everyday tasks shouldn’t feel like juggling flaming torches. It should feel like having a team that works with you.

This month, we're turning "what ifs" into reality with new features that cover everything from forecasting pipeline demand, AI-powered custom reports, and giving your in-app working experience a glow-up.

In 2026, client budgets are shrinking, but expectations are skyrocketing, driven largely by AI. Increasingly, clients are shopping around for the best deal, requesting more pitches, bids, and complex submissions of interest that drain hours of work from already stretched teams. Here we’re sharing brand-new research on the new phenomenon of ‘Clientfishing’, the hidden cost of the pitch economy, and how to use Teamwork.com to manage this.

As we all know, quotes help jumpstart project planning by defining deliverables, timelines, and pricing upfront. This creates transparency that minimizes surprises, reduces back-and-forth, and keeps both your team and your client on the same page. What you may not know, is we’ve made Quotes in Teamwork.com even more powerful.

Project accounting software is software that tracks revenue, costs, and profitability by project, so you can see budget vs actuals and margin in real time. It combines time tracking, expenses, billing, and reporting so delivery and finance can agree on what a project is actually costing.

Get excited: Teamwork.com is getting a refreshed look and feel! When it officially rolls out, you’ll notice a cleaner, less busy UI that’s designed to help you move through your work with less friction and more focus. Not only that, but a customizable navigation will make tailoring your in-app experience to your individual workflow a cinch.

One of the unsung challenges of running a client service business? Planning for those in-flight “maybe” projects that can often take just as much effort as confirmed ones. And when you don’t have the right tools at your disposal to assist in that planning, it’s easy to waste time, duplicate work, or lose visibility altogether while waiting for the pieces to come together. That’s why we’ve doubled down on Tentative Projects in Teamwork.com!

I’ve seen how quickly projects can become stressful when you don’t have a clear picture of where time, people, and budgets are being spent. Work can start to feel chaotic when resources are stretched, and expectations keep rising because of AI. I’ve also learned that most of these problems are avoidable. When you can clearly see who’s working on what and how resources are being used, planning gets easier and pressure drops across the team.

If I’ve learned one thing in my years of juggling projects, it’s that one without a clear plan will always find a way to go off course. Sometimes the cracks show up subtly via the odd missed deadline or overlooked detail. Other times, the chaos is far more obvious, with Slack pings flying in every direction, and weekend work no one signed up for. These issues rarely come down to the team. More often, they come down to how the project was planned (or how it wasn’t).

If I’m searching for “task tracker Excel,” it’s usually because I don’t want anything complicated. I just want a simple way to stay on top of my tasks without adding more stress to my day. And honestly, that makes complete sense. Excel was my go-to for task tracking for years and for good reason. It’s familiar, flexible, and easy to shape around the way I already work.