Reference — Setup
Task Suggestion Depth
Controls the expansion breadth when automated or AI-assisted task generation runs. A value of 2 means: generate top-level tasks plus one nested layer beneath each. Practical guidance: 1 = high-level, 2 = balanced (default), avoid >3 unless you have refined templates.
Enable Auto Task Generation
Master toggle determining whether background or triggered automation inserts template/AI tasks without requiring the Generate Tasks action. When enabled, new template-referenced projects may enqueue core tasks automatically; safety checks prevent duplicates.
Default Resource Pool
Defines the fallback pool applied when creating resource assignments if no pool is explicitly set. Supplies default daily hours and baseline hourly rate; does not retroactively update existing assignments.
Project / Task No. Series
Specifies the number series codes used for automatic numbering. Only change these if you have a company-wide numbering policy. After changing, new records use the new series; existing numbers remain unchanged.