Project Management
/Settings and Configurations
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.
- Access the Control Panel.
- Navigate to the Admin Panel.
- Open the Settings section.
- Search for the setting key below.
- Set the value as specified.
- Click Save to apply the changes.
Automatically Set Tasks to 'In Progress' When Created
Key: auto_set_task_in_progress_on_create
Value: true or false
Description: This setting automates the transition of new tasks into the "In Progress" status as soon as they are created.
Behavior:
- true: Newly created tasks will be automatically set to "In Progress."
- false or empty: Tasks will remain in their initial state and require manual status updates.
Use Case: Beneficial for teams that want to eliminate manual status updates, ensuring work begins immediately when a task is created. Particularly useful when time tracking is enabled only for tasks marked as "In Progress."
Require Milestone When Creating or Updating Tasks
Key: tasks_require_milestone
Value: true or false
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.
Behavior:
- true: Milestone selection will be required on task creation or when estimated hours are modified.
- false or empty: No validation will be enforced.
Use Case: Useful when organizations want to standardize task tracking within defined project milestones. Prevents incomplete or unlinked task entries, especially in reporting or WBS-based projects.
Automatically Create a Project Phase When an Offer is Confirmed
Key: auto_project_phase
Value: true or false
Description: This setting enables the system to automatically create a default project phase when an offer is confirmed or converted into a project.
Behavior:
- true: A project phase will be automatically created when an offer is confirmed or converted into a project.
- false or empty: No phase will be created automatically; project phases must be added manually.
Use Case: Useful for organizations that follow structured project lifecycles and want to save time by having an initial phase generated automatically for every confirmed offer.
Allow Employee Deactivation With Open Tasks
Key: prevent_deactivation_with_open_tasks
Value: true or false
Description: This setting controls whether employees can be deactivated when they have open tasks assigned to them. By default, the system prevents deactivation to maintain data integrity and ensure proper task handoff.
Behavior:
- true: Allows employees to be deactivated even if they have open tasks assigned. No validation is enforced.
- false or empty (default): Employees cannot be deactivated if they have open tasks. The system displays an error message requiring task reassignment first.
Use Case: The default behavior (false or empty) is recommended for most organizations as it maintains data integrity and prevents orphaned tasks. It ensures that when an employee leaves or is deactivated, all their responsibilities are properly transferred to other team members. Only set this to true if your organization has alternative processes for handling task ownership after employee deactivation, or in situations where you need to quickly deactivate employees and will handle task reassignment separately.