General Settings

Project Default Settings

Apps

- Proofing & Approvals

- Messaging

- Time-tracking

To view and update your workspace features, head to your profile dropdown, then Workspace Settings, and go to the Settings tab. You’ll see the following settings (your selections may vary).

While all users can view these settings, only workspace admins can adjust them. If you are not an admin in your workspace, please reach out to your admin if you would like to request changes! See: Who are my Admins?


General Settings

Working Week

  • Monday-Friday: Weekends will be considered Saturday & Sunday

  • Sunday-Thursday: Weekends will be considered Friday & Saturday

Third Party Integrations

  • You may select which cloud storage system users may connect to: Box, Dropbox, Google Drive & OneDrive.

Currency

  • Set the default currency for the workspace

Misc:

  • Show private actions: When selected, private actions will be visible in their associated projects for assignees. When deselected, private actions will only be visible in the My Actions for assignees

  • Show project ID: auto-generates a Project ID code for each project. Read more here.


Project Default Settings

By default, new projects created in the workspace will inherit these settings.

Allow actions to be assigned on weekends

  • If checked, action cards may be scheduled (start or due date) on weekends. If unchecked, action cards may not be scheduled on weekends and weekends will appear grayed out in the date picker.

    • This workspace-wide setting will be the default for any new projects created going forward.

    • The project-level setting will override this workspace setting it differs. For example, you have unchecked this setting here at the workspace-level because your teams never work on the weekend, however a new event project is started that requires weekend work. In the project settings for the event project, you may select 'allow actions to be assigned on weekends' and this will override the workspace setting, allowing the team to select weekend due dates.

Show subactions in Kanban views

  • Makes subactions with a different status, assignee or label from their parent action show up in that status column in Status view, in that assignee column in Team view, and that label column in Label view.

Automatically add teams to projects

  • Will automatically add the selected team or teams to any new projects created in the workspace. Very helpful if there is a group that should be able to see all projects created!

Gantt Auto-scheduling

  • Select how each new project created will have the auto-scheduling set: Off, On or Strict.

Move approvals to next stage

  • You can select the default for all approval routes created in the workspace: all approvers respond, or all approvers approve


Apps

See which apps are turned on in your workspace from here, and adjust settings related to these apps in this section.

Proofing & Approvals

Enable Proof Annotation Numbering

  • Adds numbers to each annotation comment in proofing

Enable Proof Auto Versioning

  • Adds numbers to each version of a proof uploaded

Allow read-only members to access

  • If checked, read-only project members can view proofs, add comments & be routed approvals

Messaging

Link group chats and project view switching

  • If selected, when you click into a project’s group chat, the project will open up.

Disable the "Everyone" group

  • Removes the Everyone chat group with all workspace members

Time-tracking

Show subaction time on parent actions

  • Will summarize time between subaction & parent actions for time-tracked & estimated on the action card

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