Search for "defaults" yielded 168 results
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Creating Tasks via Email
By default, tasks created via email are added to an Inbox task list when using the project email address.
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Time Reminders
Toggle off Receive the default time reminder? Automated reminders are turned off for you — you will no longer receive the site’s automated time reminders.
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Google Calendar Integration
If your site is on Scale , connecting Google Calendar automatically shares events to Planning views by default.
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Managing Project Specific Tags
The Project Specific toggle will be enabled by default and can not be removed. Any tags created in the Tags area of a project will be specific to that project.
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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 .
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Client Role Rates
Billable rate type options on a project (table format) Rate type What it means User rate The default billable rate assigned to an individual on the People page.
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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.
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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.
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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.
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Create an Expense on a Project
Here you will see all the default categories, but more importantly you can add and manage custom categories.
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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!
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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.
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HTTP Request Automations
By default, only the current project is selected but you can select more. Fill out the trigger's property fields.
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Formula Custom Fields
The field type will default to Formula . Build your formula. Use the formula builder panel to create your expression.
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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.
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Plan Capacity with Google Calendar Events
Sharing is on by default the first time a user connects; users can change this any time. Only Google Calendar events with two or more invitees are synced to Planning views.
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Plan Capacity with Outlook Calendar Events
Availability syncing is on by default when eligible users connect; users can change this any time. Only Outlook Calendar events with two or more invitees are used for Planning capacity.
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Create Automations
By default, only the current project is selected. Step 3: Set conditions Click A dd condition below the When section to refine your trigger with additional criteria. This is optional.
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Create a Custom Report
Step 3: Set access permissions By default, all site administrators have access to all custom reports.
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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.
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Board Column Automations
By default, the current project is selected. Click + add condition below the When section to refine your trigger with additional criteria.
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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.
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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.
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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.
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Allocate and Manage Resources in the Schedule
Only users with allocations in the current period are shown by default under each project. People: Timeline showing all people and their existing allocations across their projects.