Workspace settings in Allfred are the central hub where you can fine-tune various aspects of your agency’s workspace to better suit your operational style and requirements.

Within these settings, you can configure notification preferences to stay informed about critical updates, manage legal entities to keep financials in check, and establish unique invoice sequences for clear financial documentation. You have the ability to define VAT rates and specific accounting accounts, ensuring accuracy and ease in managing transactions.

Team settings allow you to structure your workforce within Allfred, while project settings give you control over the automatic creation of tasks and more. Planning and utilization settings offer insights into resource allocation, and customizing task statuses means your project management can be as nuanced as your projects demand.

Here’s how you can set up workspace notifications to ensure you’re always informed about important tasks, projects or finances updates.

Manage your task statuses and priorities to be aligned with the agency's operational needs.

Multiple Legal Entities Management in Allfred enhances agency financial management capabilities across different legal entities. Agencies with multiple legal entities can set specific billing and banking details for each, streamlining the invoicing and expense tracking process.

Managing your agency's financial details is made easier with Allfred's features for setting VAT rates and accounting accounts. These settings are crucial for accurate billing and expense management.

Manage your agency teams effectively. Learn how to create new team, edit or delete current ones.

This comprehensive set of planning and utilization settings is designed to provide Admins with the tools they need to tailor the planning experience to their agency’s unique processes, ensuring a smooth and efficient management of team resources and project planning.

Project settings in Allfred provide administrators the flexibility to structure project coding and task creation processes according to agency standards.