Last Update: June 25, 2020 10:06 AM

How to Create Default Modules

Default modules categorize tasks within a project. For example, if you want to track all of the administrative work being done across projects, create a default module called “Administration.”

Employees will need to select a default module when entering time on their timesheets.

To create new modules

  1. In the Advanced menu on the left, click Default Modules
  2. Click the Create Default Module button
  3. Choose a name for your module
  4. Provide an optional description
  5. Click checkbox if you want to add your new module to all existing projects. This cannot be undone, however, the module can be disabled from the project profile page
  6. Hit Save

To edit existing modules, click the edit icon beside the relevant module. This will only affect future projects. If you want to make the same change to an existing project, go to the project profile page.

To delete modules, click the delete icon next to the relevant module. This will only affect future projects. If you want to delete the module from an existing project, go to the project profile page.

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