Menu

Knowledge Base

Search for "defaults" yielded 174 results

  • 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. 
  • 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.
  • 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.
  • Client Overview Tab
    The Overview tab is selected by default in the individual client view. The Overview is comprised of a series of widgets (outlined in the table below) .
  • Use Home Dashboards in Teamwork.com
    Home includes different default dashboards depending on your role. You can customize any dashboard by adding, removing, rearranging, or resizing widgets to suit the way you work.
  • Custom Items
    The section is added with a default label. Manage : Click the vertical ellipsis (three dots) on a section heading's right. Next, choose from: Rename Move the section up or down in the section order.
  • User Permissions and Access
    This setting is enabled by default and can only be managed by owner company site admins .
  • Add Tags to Tracked Time
    By default, any user can create new tags. Admins can optionally lock tag creation to admins only ( Site Settings → Tags → Lock tag creation to admins ).
  • Create a Proof
    This is the default selection.
  • Outlook Calendar Integration
    Default : When you connect Outlook Calendar, events are synced to My calendar . Availability syncing depends on your plan and site settings.
  • Everything Table View
    Default : Groups tasks by task list. None : Displays a fully flat table for maximum flexibility.
  • Manage User Project Permissions
    All options are toggled off by default — select which permissions you want to be turned on (and off) going forward. 📝 You cannot bulk set site administrators' project permissions.
  • Utilization Report
    The target defaults to 80%. Click Update .
  • HubSpot Automations
    . 💡 If a HubSpot account is already connected for automations, it is selected by default in the HubSpot automations builder. You can jump ahead to the Create an automation section on this page!
  • Task List Budgets
    All time logs falling within with the active budget's dates are displayed by default.
  • Use Time Blocks in My Calendar
    The current date is populated by default. Enter a description. This is optional but can help add context about what your working on. Click Create time block .
  • Roles
    User rates are the default billable rates assigned to individual users. Role rates are the standard billable rates assigned to a role.
  • Tasks Board View (New)
    The default sort is None — this allows you to drag and drop tasks within a stage to manually reorder them.
  • Create and Add to Portfolio Boards
    Create a private Portfolio board ✔ Available on Scale subscriptions 2 Request a demo ✔ Available on Scale subscriptions 2 Request a demo By default, all site admins and all standard users with the permission
  • Navigate Teamwork.com
    Reset your sidebar layout back to the default setup if needed. Organize sidebar items Use the Organize tab to control the structure and layout of your sidebar.
  • Getting Started as a Standard User in Teamwork.com
    By default, you can view your projects in the List section by using the See All Projects option at the bottom of the project pane.
  • Getting Started as a Site Administrator in Teamwork.com
    When you create a new project, it will have a task list created by default to help kick start your workflow. To add your own list, just click the Add Task List button in the top right.
  • Milestones
    By default the original milestone name will be used and appended with (copy). Copy milestone description Copy milestone tags Click Duplicate Milestone .