Setting Default Timeline Rules for this Job

To support automation of Jobs, Timeline rules can be configured on a per-Job basis.

You can define default rules in your Company Settings, allowing the most common timeline progression and tagging rules to be automatically applied when managing a Job.

To set default Timeline Rules:

1. Go to Main Menu > Company-wide Settings > Company Settings > Default
2. Locate the Job section
3. Set your preferred defaults for timeline progression and tagging from the dropdowns
4. Click Save

These defaults can still be adjusted on a Job-by-Job basis as needed.