> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getinteract.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up Teamwork

> How Teamwork boards get linked to Productive projects, and what you can configure yourself.

<Note>
  Linking boards to Productive is done by your Turntwo team as part of setting up a project — Productive is Turntwo's internal tool, so this isn't something you need to configure yourself. This page is here so you know what's involved and what to ask your Turntwo contact for.
</Note>

## Before you start

Teamwork boards are backed by **Productive**, so you'll need:

* Teamwork enabled as a module for the organisation
* The organisation's **Productive company ID** set, so Interact knows which Productive company to look up projects in
* A Productive project (and task list within it) to link

## Step 1: Enable the Teamwork module

<Steps>
  <Step title="Go to Organization settings">
    Go to **Settings → Organization** and open the **Modules** tab.
  </Step>

  <Step title="Enable Teamwork">
    Check **Teamwork**. This makes the Teamwork section appear in the sidebar and unlocks the **Settings → Boards** page for superadmins.
  </Step>
</Steps>

<Note>
  Modules are organisation-wide switches — the same tab also controls whether Agents, Insights, Monitor, Reports, and Notifications are visible for this organisation.
</Note>

## Step 2: Set the Productive company ID

Still on the **Organization** settings page, open the **Admin** tab and set the **Productive company ID**. This tells Interact which company's projects to list when linking a board — without it, the boards settings page will show a "Productive company ID required" notice instead of a project picker.

## Step 3: Link a board

<Steps>
  <Step title="Open Boards settings">
    Go to **Settings → Boards**. This page (and board linking generally) is restricted to organisation superadmins.
  </Step>

  <Step title="Add a board">
    Click **Add board**, then choose the **Productive project** and the **task list** within it you want to expose. A task list can only be linked to one board at a time.
  </Step>

  <Step title="Set a display name (optional)">
    If left blank, the board uses the Productive task list's own name.
  </Step>

  <Step title="Choose a default view">
    Pick **Board** (Kanban) or **List** as the view you land on when you open this board. You can still switch views afterwards.
  </Step>

  <Step title="Save">
    The board now appears in the Teamwork sidebar for anyone with access.
  </Step>
</Steps>

## Board settings

Reopen a board's settings at any time via the gear icon on the board (superadmins only):

| Setting                   | What it does                                                                                                                                                                   |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Project / Task list**   | The linked Productive project and task list.                                                                                                                                   |
| **Display name**          | Overrides the name shown in Interact.                                                                                                                                          |
| **Default view**          | Board or List.                                                                                                                                                                 |
| **Start date / End date** | Optional project date range, shown next to the board title.                                                                                                                    |
| **Group access**          | Restrict the board to specific user groups. Leave empty to allow all organisation members. Organisation admins and superadmins always have access, regardless of this setting. |
| **Position**              | Controls the board's order in the sidebar — lower numbers appear first.                                                                                                        |
| **Active**                | Turn off to hide the board without unlinking it.                                                                                                                               |

<Tip>
  The **start/end date** on a board can also be set or edited by organisation admins directly from the board itself (via the date label next to the title) — they don't need full access to the board settings page to do this.
</Tip>

User groups are managed in **Settings → User groups** — the same groups used to restrict access to agents and reports.