Adjusting Task Settings

Overview
Control reminders, default statuses, and which task fields clients can see.

Where to Find It
Work › Settings › Task Settings

Key Options

• Send Reminder

  • Set days before or after a task’s due date to send notifications.

  • Toggle on or off reminders on the due‑date itself.

• Default Status

  • Choose which status new tasks default to (e.g. “Incomplete”).

• Taskboard Default Length

  • Set how many days of tasks to show in the board view by default.

• Sections Visible to Client

  • Check/uncheck any field (e.g. Priority, Timesheet, Custom Fields) to show or hide it in the client‑facing view.

Steps to Update

1. Change any of the above settings.

2. Click Save at the bottom.