Knowledge Base

Search for "defaults" yielded 179 results

Setting Defaults from an Existing Task
Hover over More , select Make default for new tasks , and confirm. The task's properties, such as assignees, dates, priority, followers, and tags, become the task list's defaults for new tasks.
Setting Defaults for Tasks in a Task List
Set the default billable setting and task properties, such as who should do the task. You can also set defaults when you create a task list.
Setting Default Projects for New Users
Quick answer: Site owners and admins can set default projects in Settings › Templates under Default Projects .
Default Project Permissions for New Users
What Default permissions applied to each user automatically when they're added to a project.
Using Templates and Default Settings for Your Site
Note: Project templates are available on all plans (Free Forever includes 2 custom templates).* Default task lists You can create default task lists which will be added as an empty task list in any new
Set Billable Time Defaults
Who Site admins and project admins can manage a project's default setting and defaults for task lists.
Setting a Default User for Items Created via Email
Quick answer: Click your profile icon, select Settings , go to the Email tab, and click Choose Default User under Default User Posting via Email .
Best practices for Billing Clients for Logged Time in Teamwork.com
Here is what you get: Bill for every hour you work Make time billable by default with billable time defaults , so client work isn't missed at invoice time.
Owner and Administrator Step 5: Set Your Billing and Cost Rates
What Set the billable rates you charge clients, the cost rates you pay for your team, and which time counts as billable by default. Why Rates turn logged time into revenue, budget burn and profit.
Task Lists
Defaults Pin this task list - pin the task list so it remains open even after all of its tasks have been completed. Time - choose a default billable setting for time logged on the project.
Adding Followers to Project Items
How do I set default followers for a task list? You can also choose to set default followers for new tasks added to a task list.
Setting Start and End Dates on a Project
If there are tasks already populated in your project, the dates will default to take those tasks' dates into account. You can override these defaults to set specific ones.
Work with Project Items in Slack
Manage default settings You can set certain default items to be selected automatically when creating items via Slack. Go to a channel in your Slack workspace.
Copying or Moving a Task
Any defaults applied to the original task will be inherited unless specifically amended from the default value. In which case, the new value will be copied.
Project Manager Step 1: Create a Project from a Template
Check the people The project includes the template's members by default. Add or remove people, teams or companies. Set yourself, or the person running it, as the project owner. 5.
Logging Time via Email
Format: {Task description text #TagName #[Tag name with multiple words]} Example: [30m] {Content review #Admin #[Content Review]} Billable time By default, time logged via email will be marked as non-billable
Track Time Against Tasks and Projects
It defaults to the current date. Review the time log's assignees. You are selected by default. Click the + on the current assignee's right to change the assignee or select multiple people.
Multi-currency
Who Site owners and site admins can set the default currency and enable multi-currency on your site.
Working with the WYSIWYG Editor in Messages and Comments
In the paragraph formatting, you can switch to default heading styles 1 to 6. Inline text formatting options: superscript, subscript, code. Text block options: paragraph, blockquote, text, pre.
Managing your notifications in Teamwork.com
Use the filters in your bell to filter down your notifications How do project administrators set notification defaults? Project administrators can set the default notify options for a project.
Disabling Direct File Uploads on Your Site
The setting is on by default. How do I disable direct file uploads in Teamwork.com? This setting is applied to all users on your site, up to and including site administrators and site owner.
Owner and Administrator Step 3: Choose User Types and Permissions
Then add a small group of site administrators and set the default project permissions new users get.
Changing General Project Settings
General Settings Under General Settings , you can update project information and default preferences. These settings affect all project members.
Change Your Theme (Light or Dark Mode)
Select your theme and sidebar preference: Light Dark System default Your selection is applied immediately and saved for future sessions.
Legacy Teamwork.com Plans: Feature Comparison
Client users Unlimited Unlimited Unlimited Tentative projects 2 Unlimited CRM to tentative projects Proofs (active per month) 5 20 50 Unlimited Clients view Time tracking Billable time Billable time defaults