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Changing Your System Preferences

This feature is available in Catalyst, Enterprise, and Ultimate editions.

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Overview

Learn how to customize your preferences to show/hide the project in the project navigator, set  event notification, email forwarding, and report settings, and change the display theme.

How to Change Your Preferences 

  1. Click on your username in the Utility Bar (top right corner of any page), and then select Preferences.
    PreferencesMenu.png

  2. In the Preferences window, select the check box next to each item you want to enable or disable. Refer to the Preferences Options below.
    Preferences.png

To see a hands-on demonstration, watch the Preferences video.

Preferences Options

Option

Description

Navigation

Show Project Path
Displays the current project path above the Project Navigator. The project path also indicates existing roadmaps.

Email Forwarding

Notifications by Email
Allows you to receive Lifecycle notifications in your email. (You can also enable this feature in your Member Details view.) It is important to note that the system will not generate any automatic notifications to a member for actions that user takes themselves. For example, if a member has a subscription to generate a notification when the user is assigned a defect and the user creates and assigns a defect to his/herself, the system will not generate a notification (as it assumes that members are already aware of the actions they take themselves). Note that this feature is only available if configured in the SMTP Configuration settings.

Send Conversation Emails 
Allows you to receive email notifications from Conversations. Note that this feature is only available if configured in the SMTP Configuration settings.

Event Notifications

 

Show Notification Icon
Displays an icon in the upper right corner next to your name when unread notifications are waiting for you.

Enable Active Alert
Shows a temporary toaster alert in the bottom right corner of the screen when new notifications arrive.

Report Settings

Show Weekends
Shows or hides weekend days (Saturday and Sunday) on time-based reports. Note that this affects all Lifecycle reports. See Are weekends and holidays included in reports? for details.

Show Reports by Workitem Count
Configures Lifecycle reports to show workitem counts by default.

Theme

Themes control the color scheme and the overall look and feel of Lifecycle. By default, Lifecycle displays the "Light" theme, but you can switch to the "Dark" theme at any time.

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