Part 1: Check the description under 'Defaults' tab of each task list and update to match Harvest
Search for the client project name in Teamwork.
(Example in the video: “Cameron Electrical Solutions Limited”)
Go to each task list and click the three dots.
Click Edit List and go to the Defaults tab.
Check the Harvest Timer description and ensure it matches what's in Harvest:
Go to Harvest and click Projects.
Search for “Cameron Electrical Solutions Limited” or the Project name.
Compare the description in Harvest with the one in Teamwork. If they don’t match, update the Teamwork description to match the one in Harvest.
Toggle on the option "Apply these defaults to existing tasks in the list?"
Click Save Changes.
Part 2: Check the description under 'Defaults' tab of each task list and update to match Harvest
Go through each task in the task list.
Check if the timer description matches the one in the Defaults tab.
If it doesn’t, update it to match the description.
Format: Harvest Timer: [Ana] Service / Claudia Cameron - Virtual Assistance (Cameron Electrical Solutions Limited)
Please see video instructions below: