How do I customize conversion in the Projects App?

Updated on September 3, 2020 04:58AM by Admin

The Projects App of Apptivo allows you to convert your projects to other applications. By default, you can convert your projects into invoices and timesheets. You can also disable this conversion effortlessly from the Settings page of the Projects App.

Note: The Conversion feature is available in the Premium, Ultimate, and Enterprise plans of Apptivo.

Overview Page

 

  • In the Projects App of Apptivo, select Settings from the App Header.
Projects App

  • Go to Projects → Conversion from the left navigation panel. The Conversion page will come into view.
  • In the Standard Conversion tab, you can see the list of apps to which the projects are allowed to be converted by default.
Settings

  • To disallow conversion to a particular app, disable the toggle. Here, Timesheets.
Disabled Toggle

  • In the overview page of projects, you cannot convert your projects to timesheets.
Conversion Hidden