Setting up Teamwork as a Source
Connecting Teamwork makes it easy to access project data, tasks, and team notes from within Guru. Learn how to connect your Teamwork account, manage permissions, and turn existing project content into trusted, searchable resources for AI-powered answers.
Access RequiredGuru Access: You must be a Workspace Admin or have relevant custom role permissions to set up Sources.
Teamwork Access: The authenticating user must have access to the Teamwork workspace and associated Projects, Tasks, and Content you want to sync. Admin-level access is recommended for comprehensive content access.
Setting up the integration
- Go to Manage > Sources.
- Select Teamwork from the list of available integrations.
- Select Add Source.
- When prompted with how you'd like to authenticate, select User my credentials.
- Enter your Teamwork subdomain. For example, if you sign in at "acme.teamwork.com", enter "acme".
- You'll be prompted to login and authenticate in Teamwork.
- Select Connect Source.
Objects synced from Teamwork
Primary objects are the objects used to generate the search record.
| Teamwork Category | Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|---|
| Tasks | Primary Object: Ticket | Task items with details | โข Name โข Description โข Status โข Due date โข Priority โข Creator โข Assignees โข Collections โข Parent ticket โข Tags โข Ticket URL โข Completed at โข Remote created at โข Remote updated at โข Remote ID โข Remote data |
| Tasks | Attachment | File attachments on tasks | โข File name โข File URL โข Ticket โข Uploaded by โข Remote created at โข Remote ID โข Remote data |
| Tasks | Ticket | New task creation | โข Assignees โข Collections โข Creator โข Description โข Due date โข Name โข Parent ticket โข Priority โข Remote created at โข Remote ID โข Remote updated at โข Status โข Tags โข Ticket URL |
| Comments | Comment | Comments on tasks | โข Body โข HTML body โข User โข Ticket โข Remote created at โข Remote ID โข Remote data |
| Comments | Comment | New comment creation | โข Body โข HTML body โข Is private โข Remote created at โข Remote ID โข Ticket โข User |
| Projects | Collection | Projects and task lists | โข Name โข Description โข Parent collection โข Collection type โข Remote created at โข Remote updated at โข Remote ID โข Remote data |
| People | User | User profiles | โข Name โข Email address โข Avatar โข Is active โข Roles โข Remote ID โข Remote data |
| People | Role | User roles | โข Name |
| Task Lists | Collection | Task list containers | โข Name โข Description โข Parent collection โข Remote created at โข Remote updated at โข Remote ID โข Remote data |
| Tags | Tag | Task tags | โข Name โข Remote ID โข Remote data |
Permissions
- When you connect Teamwork as a source in Guru, you'll permission that content in Guru. Learn more here.
- If someone is not provided with access in Guru to this source, they will not see Teamwork results in searches or when chatting with Guru.
Updated 13 days ago
