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.

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Access Required

Guru 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

  1. Go to Manage > Sources.
  2. Select Teamwork from the list of available integrations.
  3. Select Add Source.
  4. When prompted with how you'd like to authenticate, select User my credentials.
  5. Enter your Teamwork subdomain. For example, if you sign in at "acme.teamwork.com", enter "acme".
  6. You'll be prompted to login and authenticate in Teamwork.
  7. Select Connect Source.

Objects synced from Teamwork

Primary objects are the objects used to generate the search record.

Teamwork CategoryCommon Model / What You'll See During SetupObjects/Data Brought InKey Fields
TasksPrimary Object: TicketTask items with detailsโ€ข Name โ€ข Description โ€ข Status โ€ข Due date โ€ข Priority โ€ข Creator โ€ข Assignees โ€ข Collections โ€ข Parent ticket โ€ข Tags โ€ข Ticket URL โ€ข Completed at โ€ข Remote created at โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data
TasksAttachmentFile attachments on tasksโ€ข File name โ€ข File URL โ€ข Ticket โ€ข Uploaded by โ€ข Remote created at โ€ข Remote ID โ€ข Remote data
TasksTicketNew task creationโ€ข Assignees โ€ข Collections โ€ข Creator โ€ข Description โ€ข Due date โ€ข Name โ€ข Parent ticket โ€ข Priority โ€ข Remote created at โ€ข Remote ID โ€ข Remote updated at โ€ข Status โ€ข Tags โ€ข Ticket URL
CommentsCommentComments on tasksโ€ข Body โ€ข HTML body โ€ข User โ€ข Ticket โ€ข Remote created at โ€ข Remote ID โ€ข Remote data
CommentsCommentNew comment creationโ€ข Body โ€ข HTML body โ€ข Is private โ€ข Remote created at โ€ข Remote ID โ€ข Ticket โ€ข User
ProjectsCollectionProjects and task listsโ€ข Name โ€ข Description โ€ข Parent collection โ€ข Collection type โ€ข Remote created at โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data
PeopleUserUser profilesโ€ข Name โ€ข Email address โ€ข Avatar โ€ข Is active โ€ข Roles โ€ข Remote ID โ€ข Remote data
PeopleRoleUser rolesโ€ข Name
Task ListsCollectionTask list containersโ€ข Name โ€ข Description โ€ข Parent collection โ€ข Remote created at โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data
TagsTagTask tagsโ€ข Name โ€ข Remote ID โ€ข 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.