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 | • Name • Description • Status • Due date • Priority • Creator • Assignees • Collections • Parent ticket • Tags • Ticket URL • Completed at • Remote created at • Remote updated at • Remote ID • Remote data |
| Tasks | Attachment | File attachments on tasks | • File name • File URL • Ticket • Uploaded by • Remote created at • Remote ID • Remote data |
| Tasks | Ticket | New task creation | • Assignees • Collections • Creator • Description • Due date • Name • Parent ticket • Priority • Remote created at • Remote ID • Remote updated at • Status • Tags • Ticket URL |
| Comments | Comment | Comments on tasks | • Body • HTML body • User • Ticket • Remote created at • Remote ID • Remote data |
| Comments | Comment | New comment creation | • Body • HTML body • Is private • Remote created at • Remote ID • Ticket • User |
| Projects | Collection | Projects and task lists | • Name • Description • Parent collection • Collection type • Remote created at • Remote updated at • Remote ID • Remote data |
| People | User | User profiles | • Name • Email address • Avatar • Is active • Roles • Remote ID • Remote data |
| People | Role | User roles | • Name |
| Task Lists | Collection | Task list containers | • Name • Description • Parent collection • Remote created at • Remote updated at • Remote ID • Remote data |
| Tags | Tag | Task tags | • Name • Remote ID • 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 about 1 month ago
