Pin Goals/Contacts/Projects/Tasks
Pin Goals (targets or budgets) to show at the top of a user’s Time tab for tracking while recording time.
Pin Contacts/Projects/Tasks to show at the top of the Contacts/Projects/Tasks tabs.
Pin for Everyone/Me/Some
There are three pin options:
Pin for everyone: pins the item for all users on the account.
Pin for some: select a specific set of users to pin the item for.
Pin for me: pin the item only for yourself.
Click the pin icon to pin for me.
Hover over the pin icon and open the dropdown menu to pin for everyone or pin for some users.
Pinning for everyone and pinning for some users are mutually exclusive options.
