Understand what App Settings change

This reference explains what changes when App Settings are turned on or off. Use it before changing shared settings or when a user reports that a button, field, tab, or navigation item is missing.

Use this reference to answer:

1. Which settings affect navigation and create actions?
2. Which settings affect task dialogs, cards, tables, and reports?
3. How do CRM Contacts and Companies depend on CRM settings?
4. How do App Settings interact with roles and plan availability?
5. What should be checked before turning a setting off?

Terms you may see:

• Availability means the Space allows the feature.
• Permission means the member’s role allows the action.
• Visibility can depend on availability, permission, item access, filters, and state.
• Point values control selectable task estimate values when Points are enabled.

Decision Order

When something is missing, check in this order:

1. Is the app area or field enabled in App Settings?
2. Does the member’s role allow the action?
3. Is the item private, archived, deleted, or hidden by filters?
4. Does the plan include the feature?
5. Has the user refreshed after the setting changed?

Impact Reference

App areas

Setting	If turned on	If turned off
CRM	CRM can appear, and Contacts/Companies can be used when their switches are on.	CRM navigation and CRM create actions can be hidden.
Chat	Chat conversations and chat actions can appear.	Chat navigation and chat actions can be hidden.
List	Lists, tasks, saved views, and task field settings can be used.	List creation and task-based work can be hidden or blocked.
Reminder	Reminders can be created and reviewed.	Reminder navigation and reminder actions can be hidden.
Doc	Docs can be created and edited.	Doc creation and doc surfaces can be hidden.
Whiteboard	Whiteboards can be created and opened.	Whiteboard creation and canvas surfaces can be hidden.
Dashboard	Dashboards and widgets can be created and opened.	Dashboard creation and pages can be hidden.
Goal	Goals, milestones, and linked work can be created and opened.	Goal creation and goal pages can be hidden.

CRM options

Setting	What it affects
Contacts	Contact records, contact create actions, contact search, and contact-linked tasks.
Companies	Company records, company create actions, company search, and company-linked tasks.

Task fields and tabs

Setting	User-facing impact
Description	Users can add rich task detail.
Start Date	Users can plan when work starts.
Progress	Users can track percent or progress signals where supported.
Priority	Users can prioritize and group work by priority where supported.
Assignees	Users can assign work to people.
Section	Users can group work into sections where supported.
Tags	Users can classify and filter work with tags.
Attachments	Users can attach files.
Subtasks	Users can break work into smaller tasks.
Status	Users can update status and use status-based views.
Due Date	Users can set deadlines and feed overdue reporting.
Repeat	Users can repeat supported tasks.
Comments	Users can discuss the task in the task dialog.
Dependency	Users can connect blocked or prerequisite work.
Activity Log	Users can review task history when available.

Workload settings

Setting	User-facing impact
Points	Users can estimate task effort with point values.
Point values	Users see only the configured estimate values.
Time Tracking	Users can start timers, log time, and review time totals.

Before turning a setting off

1. Confirm whether active users rely on the feature or field.
2. Check whether dashboards, filters, reports, or views depend on it.
3. Tell affected members what will change.
4. Turn off one setting at a time.
5. Save and verify the affected area.
6. Restore the setting if important work becomes hidden.

Diagnose a missing field

1. Open App Settings and confirm the field is on.
2. Confirm the user’s role allows the related action.
3. Check whether the current view hides the field.
4. Open the task directly.
5. Refresh after settings changes.

Diagnose missing CRM records

1. Confirm CRM is on.
2. Confirm Contacts or Companies is on.
3. Confirm the user’s role allows CRM access.
4. Confirm the record is not deleted or restricted.

Troubleshooting

A user cannot see a feature that is enabled

• Symptom: The setting is on, but one user cannot see the related area or action.
• Cause: Role access, item access, plan availability, or filters may still block it.
• Resolution:
  1. Confirm the setting is on.
  2. Confirm the user’s role allows the action.
  3. Confirm the item is not restricted.
  4. Ask the user to refresh.

A dashboard or report changed after a setting was turned off

• Symptom: A dashboard, summary, or list view shows less information than before.
• Cause: The report may depend on a disabled task field, workload field, or app area.
• Resolution:
  1. Identify which field the report uses.
  2. Re-enable the setting if the report should continue using it.
  3. Refresh the report page.

Point values are missing from tasks

• Symptom: Users cannot choose the estimate value they expect.
• Cause: Points may be disabled, or the value may not exist in point values.
• Resolution:
  1. Open App Settings.
  2. Confirm Points is enabled.
  3. Add the missing point value.
  4. Save and reopen the task.

FAQ

Which should I check first: App Settings or User Roles?

Check App Settings first when a feature is missing for everyone. Check User Roles first when it works for some users but not others.

Can App Settings hide navigation?

Yes. If a feature is disabled or unavailable, related navigation and create actions can be hidden.

Can a disabled field still exist in old records?

Some old data may still exist, but the app may hide the field or stop offering edit controls while the setting is off.