Navigate to Settings > Advanced
In this article we will describe what all of the options inside of Settings > Advanced mean and how to use them.
These are all global settings, it will update functionality and naming convention on all Projects.
Don't expand first Progress Report
Hide Plan Tab by default when sharing with a collaborator
Disable Collaborator File Uploads
Do not send task assignment notifications
Allow external collaborators to see project status
Email from name always from system from name
Tasks do not appear in My Tasks before their Start Date
Hide Tasks from Collaborators when Waiting on Dependencies
Files tab includes additional tabular view
Files tab excludes standard view
Project Timeline
Enables the Timeline tab inside each Project. This allows a Gantt chart view of your project - provided you have set up start dates and/or due dates on the tasks in your plan
Project Progress Reports
Enables the Progress Reports tab inside each Project. Use this area to write reports/summaries of what is happening in your Project. This is a good way to summarize any weekly/monthly meetings and keep up to date about the status of your Projects.
Don't expand first Progress Report
With this option enabled, all progress reports will be collapsed by default, otherwise, the very first progress report will be fully expanded to show the entire report.
Hide Plan Tab by default when sharing with a collaborator
Leaves the option "Enable access to the Plan Tab" unchecked by default when you invite collaborators to your projects
Disable Collaborator File Uploads
With this setting enabled, collaborators won't be able to add any attachments
Note: with this feature enabled, if you set Call to action for the assignee in tasks as Attach a File, only in this instance will the collaborators be able to attach a file from the My Tasks page
Hide File Tab on project page
Removes the Files page from the navigation bar on every project on the account.
Suppress Error Display
Hides the red error messages on the account.
Enable this feature with caution: if the app starts behaving in strange ways, the error messages are really helpful when submitting support tickets. It may take more time/not be possible to track down a bug without these messages if we cannot reproduce the behavior on our end.
Do not send task assignment notifications
Stops emails going out to collaborators whenever they are assigned a task. Depending on their other notification settings, this may prevent them from ever knowing they have been assigned tasks.
Note: If you think your collaborators are not receiving task notification messages, and you think they should, please check to make sure this option is not enabled.
Allow external collaborators to see project status
If your collaborators are assigned to more than one project, they will be able to see the status of the project from their version of a project list.
Enable organizations
Enable the Organizations feature. Navigate to the new Organizations tab after it is enabled by clicking Projects, Tasks, or Templates from the top nav bar and selecting the Organization tab.
Read a detail guide about the Organization feature here
Email from name always from system from name
This helps prevent some misconfigured spam filters primarily on self hosted exchange servers. If you are having issues with phishing email filters, try enabling this feature and see if it fixes it.
Tasks do not appear in My Tasks before their Start Date
Tasks will not show up in the My Tasks tab even when they are assigned to users and collaborators before the Start Date that is set passes.
Note: if you share plan access with your collaborators, they will still be able to see tasks assigned to them in the Plan tab, even though they will not see any tasks in their My Tasks tab. If you would like them to not see these tasks in the Plan tab, please use the Wait on Dependencies feature or do not share the plan tab with them.
Hide Tasks from Collaborators when Waiting on Dependencies
Your Collaborators will not see any tasks inside Plan or My tasks page that are set to status: Wait on Dependencies. Licensed account users will still see these tasks on the Plan tab, they just won't show up in their My Tasks page
For collaborators, without the feature enabled:
For collaborators, with the feature enabled: (No Step 1 task is showing up)
Files tab includes additional tabular view
Only licensed account users will see this in the Files tab. Invited collaborators will not see this.
Enabling this option will show a grid with all files that have been added to the project.
Files tab excludes standard view
Hides the entire files tab content. If you enable this feature and the Additional tabular view feature, you will only see the tabular view. If you do not enable tabular view, the page will be blank for everyone - users and collaborators.
Note: enabling this feature will completely hide all the content from the Files tab for your invited collaborators.
Alternate Text
Note: When you are done changing/updating the Alternate Text names, don't forget to hit that Update Text button to save your changes
Project Plan Tab Alternate Text
Change the name of the Plan tab inside all projects
Progress Report Alternate Text
Change the name of the Progress Report tab inside all projects
Discussion Plan Tab Alternate Text
Change the name of the Discussion tab inside all projects
My Tasks "Ask question" Alternate Text
Change the name of the Ask a question about this task heading in the task cards in the My Tasks tab inside all projects
Project Alternate Text
Change the name of all instances in the app where it currently says 'Project' (If you have not made that change yet)