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
