Email & Calendar
Imports & Exports
Users & Permissions
Data & Syncing
Tips & Tricks
Account & Billing
Security & Privacy
Tips & Tricks

Default attribute values

Setting default values

Save time on data entry by setting default values for your standard attributes like status, owner, or due date.

  • Open the manage attributes
  • Select the default value cell to the right of an attribute
  • Toggle on enable default value
  • Set the default value

Some types of fields (user and date) can have conditional values set such as Current user or 2 weeks from now.

A few common use cases of default values are:

  • Status default to New
  • Owner field default to Current User
  • Onboarding date default to Today

Did we miss something? Send us a message in the chat box to the right ✌️

This article