Settings and Configurations

The Settings and Configurations section provides essential information for tailoring the system to meet specific organizational needs. This includes automation options that help streamline workflows and reduce manual operations.

Automatically Set Tasks to 'In Progress' When Created

Description: This setting automates the transition of new tasks into the "In Progress" status as soon as they are created.

Key: auto_set_task_in_progress_on_create

Name: "Automatically set tasks to 'In Progress' when created"

Possible Values:

• true: Newly created tasks will be automatically set to "In Progress."
• false or simply empty text: Tasks will remain in their initial state and require manual status updates.

Use Case: This feature is beneficial for teams that want to eliminate manual status updates, ensuring that work begins as soon as a task is created. It helps improve workflow efficiency and reduces unnecessary actions. If time tracking is enabled only for tasks marked as "In Progress," this setting saves time by avoiding the need to manually update each task. This is useful for teams focused on quickly creating tasks, tracking time, and closing them when the project is done.

How to Configure:

1. Access the Control Panel.
2. Navigate to the Admin Panel.
3. Open the Settings section.
4. Search for "auto_set_task_in_progress_on_create".
5. Set the value to true or false based on preference.
6. Click Save to apply the changes.

Require Milestone When Creating or Updating Tasks

Description: This setting enforces that a project milestone must be selected when creating a task with a WBS (work breakdown structure), or when updating estimated hours. It helps ensure tighter control over project planning and task-level reporting.

Key: tasks_require_milestone

Name: "Require milestone in tasks"

Possible Values:

• true: Milestone selection will be required on task creation or when estimated hours are modified.
• false or invalid/missing values: No validation will be enforced.

Use Case: This setting is useful when organizations want to standardize task tracking within defined project milestones. It prevents incomplete or unlinked task entries, especially in reporting or WBS-based projects.

How to Configure:

1. Access the Control Panel.
2. Navigate to the Admin Panel.
3. Open the Settings section.
4. Search for tasks_require_milestone.
5. Set the value to true to activate milestone validation, or leave it empty to disable.
6. Click Save to apply the changes.

Automatically Create a Project Phase When an Offer is Confirmed

Description: This setting enables the system to automatically create a default project phase when an offer is confirmed or converted into a project. It helps standardize project structures and ensures that every new project starts with at least one predefined phase.

Key: auto_project_phase

Name: "Setting for automatic project phase for every new quote"

Possible Values:

• true: A project phase will be automatically created when an offer is confirmed or converted into a project.
• false or empty value: No phase will be created automatically; project phases must be added manually.

Use Case: This is useful for organizations that follow structured project lifecycles and want to save time by having an initial phase generated automatically for every confirmed offer.

How to Configure:

1. Access the Control Panel.
2. Navigate to the Admin Panel.
3. Open the Settings section.
4. Search for auto_create_project_phase_on_offer_confirm.
5. Set the value to true to enable automatic phase creation, or false to disable it.
6. Click Save to apply the changes.