If you're taking advantage of our To Do linking feature and sending Strety To Dos to MS Planner, Connectwise, Autotask, or Halo PSA we allow you to set defaults for each tool that will automatically send your To Dos to your preferred destination.
How to Set-up Default Linking
From your personal Integrations page, toggle on the Default Linking setting
NOTE: this is a personal setting where all To Dos you are assigned will automatically be be sent to your desired destination. Soon we'll extend Default Linking settings to the Team level
Default Linking to Microsoft Planner
Select the Planner you want to default to:
Default Linking to Connectwise
Select the company, board, and owner you want to default to:
Default Linking to Autotask
Select the account, priority, and queue you want to default to:
Default Linking to Halo PSA
Select the type, agent, and customer you want to default to:
