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Where to adjust settings for Converting Quote into Project page
I would like to alter the settings, such as unchecking the box for "Apply to Tasks" for the Deadline. Where can I adjust these settings/defaults?
Customer support service by UserEcho
Hi Meghan,
I'm not sure if I understand correctly - do you want change checkboxes visible on Converting Quote into Project page to be unchecked by default?
Hi Mateusz,
I was wondering if there was a place in Settings where all these options are able to be adjusted in one place to set the defaults. But specifically, yes, I'd like to have the box that says "Apply to Tasks" UN-checked by default for the Deadline.
It seems like these options were available at one point, because I think I'm the one who un-checked the "Reset Jobs' Dates" setting.
This particular option can be changed in Settings -> Projects and Quotes -> Scheduling:
I'm afraid there's no way to uncheck Apply to Tasks boxes by default.
Thanks Mateusz, that's a bit disappointing. Could this thread be converted into a development idea, or should I post a new topic in that forum? I think it would be helpful if that option to apply the start date and/or deadline to the tasks upon project conversion could be set by default on or off in the same Scheduling tab shown above.