Customise the default workflows

See how you can configure check-in reminders and reports

Customising workspace defaults

When you create a plan or add a new user, Tability uses the defaults configured for your workspace. Existing plans keep their own plan-level settings unless you change them separately.

Workspace owners and admins can configure:

• Weekly check-in reminder and report days and times.

• Monthly reminder timing relative to the first day of the month, and the monthly report day.

• The default standup frequency, day, and time.

• The default role for new users.

• Default public API access, when it is included in the subscription.

• Default workspace-wide access for new plans and KPIs.

Edit the defaults

1. Select Settings in the left sidebar.

2. Select Default settings under Workspace.

3. Update the defaults your team needs.

4. Click Save.

Reminder, report, and standup times use the workspace time zone. To check or change it, open Settings > Details.

Plan editors can override check-in and report settings for an individual plan. Workspace defaults are the starting point for new plans, not a forced schedule for every plan.