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Search for "defaults" yielded 179 results

  • Financial and Utilization Insights Report
    Billable utilization: Looks at the project's and individual task lists' billable default settings. Project (or task list) is billable by default — feeds into planned & billable figures.
  • Use Skills in Ask AI in Teamwork.com
    Core skills are turned on by default. You can turn on more skills from the gallery. How do I create a new skill from scratch in Teamwork.com?
  • Risks
    Customize your risks view Customize your cross-project risks view by adding dashboard widgets, choosing which table columns to display, saving filters, and setting your preferred default view.
  • View and Use Workflows
    These default to the project and task list a task was last added to. Click the project or task list to select a different one. You can only choose from projects associated with the workflow.
  • Site Administrators
    Override any privacy set on items — they see all items by default (tasks, milestones, files etc.) even if they are not explicitly selected in the item's privacy settings. Can impersonate other users.
  • Viewing Your Projects
    The default option will group the projects by company. The projects will then be ordered by starred first, then alphabetically.
  • Creating a Notebook via Email
    Creating notebooks via email Notebooks emailed to your project will appear in the Inbox category by default: Attachments sent will be ignored Plain text emails will be converted to HTML using markdown
  • Enabling the Float Integration
    In the Projects section, all projects currently active in your Teamwork.com account will be selected for syncing by default.
  • User Rates Introduction
    Rate type Description User rate The default billable rate assigned to a user on the People page. Project rate A custom rate applied specifically to the current project.
  • Upload a New Proof Version
    The latest version is visible by default, but you can choose to view past versions. Why Manage proofs from first to final draft.
  • Quotes Overview
    Quote settings Set default preferences for how quotes are populated on your Teamwork.com site. 🔑 Site admins in the owner company can manage quote preferences via site settings.
  • General Site Settings
    Dashboard Project List : By default, only projects modified in the last 30 days are listed, there is the option to show all projects or show latest projects.
  • Setting Privacy on Task Lists
    By default, privacy will be set to Everybody on the project . In the privacy modal, you can switch between people and teams.
  • How to change your password in Teamwork.com
    By default, every user must create a strong password: at least 8 characters, including one letter and two numbers. Do I need my current password to change it? Yes.
  • Markdown
    When enabled, the default WYSIWYG (what you see is what you get) toolbar is hidden in supported text areas.
  • Using the Quick Add Menu
    The following site level actions remain the same (permission dependent): Project (P) Event (E) The create modal for the options relating to project items will default to having the currently viewed project
  • Adding or Updating a User's Company
    The owner company will be selected by default when adding a new user, however you can choose to add a new external company or choose an existing one.
  • Connect Teamwork.com to Memtime
    Set default behaviours for all Teamwork.com users: Choose how to display Teamwork project title: Project name (Company name) Project name Choose how to display Teamwork task title: Task List | Task Name
  • Using the ChurnZero Integration
    Default sync interval is 15 minutes: Every 15 minutes, the sync will pull in new projects and tasks, as well as search through existing projects and tasks in order to match them to contacts and accounts
  • Editing Files Using the Teamwork.com Document Editor
    Clicking Edit will download the file to your computer and open it using the appropriate application based on your default program settings in Windows or OS X.
  • Quote Templates
    Choose the Default billable rate type : User rate Role rate Client rate Optionally add notes. Notes are displayed at the end of the quote.
  • Advanced Reporting (Beta)
    Click the three-dot menu (⋮) on any tab to: Clear all changes made to that view Rename the view (except for the default tab) Delete the view (except for the default tab) Next, let's explore the toolbar
  • Create a Form
    If you don't choose a task list, submissions are sent to the default Inbox task list. Select the Settings tab in the form editor's left panel. Click the Send responses to field.
  • Microsoft Office Add-in
    Check the Open in new tab checkbox to change the default behavior when clicking the link. By default, the link will open in the same tab .
  • Use My Tasks Table View
    My work defaults to your own assigned tasks — switch to another user or select multiple people for a combined view. Click the plus icon in the view's top left to open the people picker.