ADMIN: Configuring project features
You can customize the following aspects of the Projects feature:
- The Projects module system settings that fine-tune processes for your projects. Refer to Projects system settings.
- The project security permissions configured for your security levels. Refer to Project security settings.
- The list of project statuses that track the progress on a project. Refer to Project statuses.
- User-defined fields used to collect your project or task information that cannot be accommodated in Autotask system fields. Refer to Managing user-defined fields.
- Task categories that control what fields and tools are available for project tasks. Refer to Managing categories.
- The list of task statuses that track progress on tasks. Refer to Task & ticket statuses.
- The list of task priorities the indicate the urgency of a task. Refer to Task & ticket priorities.
- Deleted Task Activity Log shows the deleted edits and changes to tasks. Refer to Viewing deleted task and ticket activity logs.
- Workflow rules that can automate responses to specific conditions that occur in the project or task workflow. Refer to Autotask workflow rules.