Table of Contents
Integration with Foresight - How It Works
Before starting - Important Info
Step-by-step Guide
Configure Teamwork App
Configure Foresight
Syncing Time Entries from Teamwork
Additional Questions
Can I sync multiple projects in Foresight?
Why don’t I see the project structure from Teamwork?
What does "prevent new assignment creation" mean?
What does "trim assignments to work logs" mean?
What does "clear data" mean?
Do I need to manually sync new work logs? How often are work logs synchronized?
Integration with Foresight - How It Works
The integration allows you to sync work logs entered in Teamwork with Foresight. You can easily connect selected projects in Teamwork with projects in Foresight and synchronize work logs based on the email addresses of your teammates as registered in Foresight.
Before starting - Important Info
To integrate Foresight with Teamwork, you must have Administrator access on both platforms.
To sync a specific person's work logs, they must be added as a Manager or Employee in Foresight, using the same email address as in Teamwork.
Step-by-step Guide
1. Log in to Foresight and navigate to the Integrations tab in Administrator mode.
2. Locate the Teamwork logo and click the Install button on the right side of the screen.
Configure Teamwork App
- If you are not signed in, log in to your Teamwork account.
- Copy the URL of your account, for example, mycompany.teamwork.com, and open it in a new tab.
- If you have never created an OAuth connection, complete the entry form.
- Click the Create your first app button.
- Copy the Name and Redirect URLs provided by Foresight and paste them into Teamwork.
- Select the Teamwork product you are using.
- Click the Create App button.
- Navigate to the Credentials tab.
Configure Foresight
- Copy the Client ID and Client Secret from Teamwork.
- Paste these into Foresight and click the Connect button.
- Log in to Teamwork again and click the Allow button.
- Click the Authorize button once more.
- Once completed, you should see a confirmation that the integration has been successfully installed.
Syncing Time Entries from Teamwork
To sync work logs from Teamwork, link projects in Foresight with the corresponding projects in Teamwork:
- Switch to the Manager role in Foresight.
- Add a new project or open an existing one.
- Locate Integration settings on the right side of the Project Page and click on it.
- Check the box next to the Teamwork logo.
- In the Select Projects field, enter the name(s) of the project(s) you want to integrate.
- Choose the starting date for syncing work logs and click Reset and sync all work logs.
- Wait for synchronization to complete. If any team members are missing, Foresight will notify you. Add missing team members as Managers or Employees in Foresight and provide their email addresses.
Your integration is now fully enabled. Tracking work logs in Foresight is simple and efficient.
Additional questions
Can I sync multiple projects in Foresight?
Yes, you can sync as many projects as you want into a single project in Foresight. Simply select multiple projects in the Select Projects field in Integration settings.
Why don’t I see the project structure from Teamwork?
Foresight only syncs work logs. Tasks, phases, issues, and other project structures are not synchronized. If you need an advanced project structure, create it directly in Foresight.
What does "prevent new assignment creation" mean?
This feature ensures that Foresight only syncs work logs for people already added to a specific project.
Example:
If Bobby and Sam log work in Teamwork for Project A, and you created Project A in Foresight but added only Bobby, enabling "prevent new assignment creation" will sync only Bobby's work logs. Sam's logs will not sync because he wasn’t added to Project A in Foresight.
What does "trim assignments to work logs" mean?
This feature adjusts assignment durations to match the dates of the first and last work logs synced from Teamwork. Typically, Foresight creates assignments for the full duration of the project.
Example:
If Bobby works on Project A from February 1 to March 19, and Project A in Foresight runs from January 1 to September 22:
- Without "trim assignments to work logs," Bobby's assignment will span the full project duration.
- With "trim assignments to work logs," Bobby's assignment will be limited to February 1 through March 19.
Hint: If Bobby logs work only on February 1 and March 19, Foresight will create a single assignment spanning those dates, rather than two separate assignments.
What does "clear data" mean?
This deletes all previously synced work logs.
Do I need to manually sync new work logs? How often are work logs synchronized?
No, you don’t. Foresight automatically syncs work logs every 24 hours, ensuring your data is always up to date.