The Project settings section is used to edit default settings for New Projects. Any of these settings can be overridden when creating a Project but choosing the most common settings can help save time.

 

To access the Project Setting section:

Editing Project Settings:

1. Default View - Use the drop-down box to choose between 'Basic View' and 'Advanced View'.
2. Category - Use the drop-down box to choose the default project category.
3. Client View - Use the drop-down box to select whether client view should be on ('Yes') or off ('No').
4. Title - Enter a default title in the text box.
5. Description - Enter a default description in the text box, use the editor if required.
6. Date Started - Use the drop-down box to select whether the default start date should be 'Blank' or the 'Current Date'.
7. Project Tasks - Use the radio buttons to select whether a default project should have no ('None') tasks added, the 'Default Task', a number of blank tasks ('Add Tasks') or 'Use Template' task. For 'Add Tasks' and 'Use Template' select the number of tasks or the template to use by using the drop-down boxes.
8. Tools - Use the check boxes to select which Tools should be enabled by default, you can also reorder the tools by clicking and dragging them
9. Click UPDATE to save any changes you have made.

To reset any changes at any point click 'Reset to Default' to restore the ProWorkflow default settings.

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