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Search for "defaults" yielded 164 results

  • Viewing Files Across All Projects
    All other file types will be downloaded by default. Versions - access any existing versions of the file.
  • Creating and Modifying Project Items via Email
    Items added via email will default to the relevant category (or task list in the case of tasks, which will be Inbox .
  • Adding Teamwork Chat Video to Your Subscription
    These subscription plans include basic access to Teamwork Chat by default.
  • Working with the Schedule People View (Legacy)
    If no task dates are selected, the default dates will start today and will be due on the last day of the allocation.
  • Allocate and Manage Resources in the Schedule
    Timeline of all people on your site and their existing allocations on their projects. ( Scale subscriptions ) In Projects view, only users with existing allocations in the current period are shown by default
  • 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.
  • Salesforce Integration
    We provide default mappings for commonly used fields which are pre-filled and ready to use, e.g. Salesforce Opportunity Name → Teamwork Project Name. You can keep these or override them. 6.
  • Microsoft Teams Integration
    If auto assign is off and an assignee isn't added here, task list defaults in Teamwork.com is applied. Tags Format: #tagname Examples: #Development | #[To do] Add after the task title.
  • Time and Materials Project Budgets
    Default billable rate: Check the Set default billable rate box (under "Advanced options") and enter a monetary value. This is the default rate applied to users when calculating their billable time.
  • Create an Expense on a Project
    Here you will see all the default categories, but more importantly you can add and manage custom categories.
  • Slack Automations
    . 💡 If your Slack account is already connected to your Teamwork.com profile, it is selected by default in the Slack automations builder. You can jump straight to creating an automation!
  • Board View Triggers
    . 📝 This trigger overrides the default task list setting. Send custom notification Send a custom notification when tasks are moved to a column.
  • Create Automations
    By default, only the current project is selected. Click + add condition below the When section to refine your trigger with additional criteria.
  • HTTP Request Automations
    By default, only the current project is selected but you can select more. Fill out the trigger's property fields.
  • Formula Custom Fields
    The field type will default to Formula . Build your formula. Use the formula builder panel to create your expression.
  • Tasks
    New tasks created directly in board columns are added to a Cards task list by default. This can be changed to any existing active task list on your project.
  • Creating and Managing Allocations (Legacy)
    By default, each new allocation will be titled New Allocation. You can overwrite this with a custom title. Click Save to add the allocation to your schedule.
  • Teamwork.com Chrome Extension
    Set time to billable by default. Disconnect your Teamwork.com account Disconnect a synced Teamwork.com account from the Chrome extension at any time.
  • Board Column Automations
    By default, the current project is selected. Click + add condition below the When section to refine your trigger with additional criteria.
  • Manage Tasks in Board View
    Choose from: Default date ranges (late, today, etc.) Within the next or previous X period Within a custom time frame Without dates (start, due, or both) Tags View cards with specific tags applied.
  • Use Conditional Logic in Forms
    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.
  • Project Budget Expenses
    Here you will see all the default categories, but more importantly you can add custom categories. Any custom categories will be at the top of the categories drop down menu for your convenience. 
  • Creating and Managing Quotes
    Click Continue  Note: Once created, the default status of the Quote will be Draft. Quote status can be changed to Draft, Open, Accepted, or Rejected.
  • User Permissions and Access
    This setting is enabled by default and can only be managed by owner company site admins .
  • Create a Custom Report
    tasks Include data from archived projects Milestone Client Teams Milestone status Projects Assignees Include completed milestones Include data from archived projects Step 3: Set access permissions By default