Advanced Settings

Summary

Personalize your workflows by defining the sections for your Organization. These sections will be used in workspaces, project statuses, and other areas, allowing you to tailor the system to your specific terminology and use case.

Editing Sections

You are able to change the name and order of your sections to match your Organization's terminology. You can also create new sections and remove sections as needed.

• Click on the section name to edit it.

• Drag-and-drop the section into the correct order by using this button.

• Click the Add Section button to add a new section.

• Click the Delete button to remove a section. Please note that if there is no Delete button available for a section - it cannot be removed. You may still rename these sections.

Reset Sections to Defaults

To restore the original settings, click the red Reset to Defaults button. This can be useful if you want to start over or if you've made changes that are causing problems.