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Search for "defaults" yielded 171 results

  • Using the TaskReviewer Integration
    A default Internal Review stage will be created. You can edit the name of this stage as well as create new stages, save as template, delete the review, or close the review.
  • Create and Manage Project Templates
    Time : Adjust the default billable setting. Custom fields : Apply and populate project custom fields. The custom project template is created and opens.
  • My Work 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.
  • Manage Forms
    The current project is selected by default. Click Copy .
  • 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
  • Editing Post via Email Addresses
    In each of these five areas, you can edit the default email address by choosing the options button near the top right of the page and selecting one of the below: Post tasks via email Post a message via
  • Setting Up Teamwork.com SSO in Okta
    info in the SAML Settings : Single sign on URL: https://YOURINSTALLATION.teamwork.com/singlesignon/v1/saml/acs Audience URI: https://YOURINSTALLATION.teamwork.com/ (the trailing slash is important here) Default
  • Using the Gmail Add-on on iOS
    By default, the task name will be populated with the subject line of the email. You can also set estimated time, due date, priority, privacy, and include the email itself in the task.
  • Connecting Your Teamwork.com Account to Numerics
    If you have already linked a Teamwork.com account, it will be selected by default.
  • Custom Exchange Rates
    By default, Teamwork.com can use market exchange rates for currency conversions.
  • Creating and Using Shortcuts
    shortcut for the area of your site you are currently on, or paste a link to another area Browse - choose one of your projects, and you can then select a project item type to create a shortcut for By default
  • Using the Gmail Add-on
    By default, the task name will be populated with the subject line of the email. You can also set estimated time, due date, priority, privacy, and include the email itself in the task.
  • Viewing a Notebook (Beta)
    By default, each notebook is visible to everyone on the project. Additional options Click the vertical ellipsis ( ) in the notebook's top right.
  • Teamwork.com Timer App
    Hide icon from taskbar when in compact mode Behaviour Only return starred projects Use profile time zone instead of system time Default: Reset timer instead of deleting when logging time Default: Mark
  • Quickly Inviting Multiple People to Your Site
    If you have already set a default custom message to be included in your invites you will automatically see that here.
  • Notebook Versioning (Beta)
    While viewing a notebook in edit mode, the publish button will be set to Publish as new version by default.
  • Adding Tasks and Unavailable Time to the Workload Planner
    By default, the duration is set to all day and is based on the associated user's set working hours . To adjust the duration, uncheck the All day option.
  • Customizing and Sharing Table Views for Tasks
    Sharing default table views   Site administrators and project administrators have an additional option to apply a custom table view layout to all members of a project or project template . 
  • Percentage Complete Calculation for Task Lists on the Gantt Chart
    Note: Completed tasks are not loaded by default. Unless you click Show Completed, the task list progress will be represented based on the loaded tasks instead of the whole task list.
  • Everything Board View
    The selected project and task list default to the last project and task list used. You can change them, but only to projects associated with the workflow and that you have permission to add tasks to.
  • Form Task Field Mapping
    Step 2: Manage the form's questions By default, new forms are populated with name and email fields — you can keep or remove these fields, as well as add additional options.
  • QuickBooks Online Basic
    Tax code: If you have a default tax code set up in QuickBooks, this is selected automatically.
  • NetSuite Integration
    Locations Enforced, with “None - Default to Own” Restriction: All Timelogs will default to the location assigned to the user’s role.
  • Interacting with Tasks via Email
    Send [time] as part of the reply, for example: [1h] [1m] [1h 25m] [1.5] [1:30] Billable default settings will not be applied when time is logged via email.
  • Files
    You can also create category templates that will be used as the default when creating new projects.