You’ve now seen how each of the Plan Settings tabs works:
General – overall plan details and defaults
Scheduling – control over how tasks are calculated and prioritized
User Interface – personalize how information is displayed on the Whiteboard and Gantt
Notifications – automated daily summaries and to-do lists
Display – control which task fields are shown, including custom fields
Costs (optional) – define plan-level costs and formatting
Together, these settings give you the flexibility to adjust GamePlan and BuilderPlan to match how your team plans and executes work.
⚡ Key Takeaway: Most settings are configured once and rarely changed, but the Display tab is an exception. Users often revisit it to adjust which information is shown on the Whiteboard, based on what they need to focus on at the moment.
💡 Pro Tip: If you’re not sure about a setting, stick with the default. The defaults are chosen to fit the needs of the majority of users, so you’ll only need to adjust when you have a specific workflow requirement.