# Hubs settings navigation ### **Inbox** Configure email accounts, shared inboxes, and communication settings. **Personal Inbox:** * **Account** – Shows the email client connected to your Inbox in Wonderly. * **+ Add account button** – Allows you to connect additional email accounts (Gmail, or Outlook) to your Inbox. * **Three-Dot Menu** – Provides additional actions and options: * **Source Settings** – Opens configuration options for your personal inbox: * **Reply Permissions** – Controls whether your team can reply as you. * **Signature** – Allows you to set or edit your email signature for this inbox. * **Add Image** – Lets you add a logo or image to your signature. * **Preview** – Shows a preview of your signature. * **Cancel** – Close without saving changes. * **Save Changes** – Applies your configuration updates to the inbox. * **Delete** – Removes the email account from Wonderly. **Shared Inbox:** * **Sources section** – Shows which email accounts are connected to your shared inboxes. * **+ Add account button** – Allows you to add additional email accounts (Gmail, or Outlook) to your shared inboxes. *** ### **Calendar** Set up calendars, working hours, timezone, and conference settings. **Calendars Tab:** * **My Calendars** – Shows all calendars you've connected to Wonderly. * **+ Add account** – Allows you to connect your calendar accounts with Wonderly (Google, or Microsoft,) * **All Calendars** – Shows all available calendars across your connected accounts. * **Trash bin** – Removes a calendar account from the "All Calendars" list and from your Wonderly account. * **Three-dot menu (for each calendar)** – Opens action options, such as "**Add to 'My Calendars**.'" * **+ Add account** – Allows you to connect your calendar accounts with Wonderly (Google, or Microsoft,) **Schedules Tab:** * **Schedules list** – Displays all the schedules you've created. * **Pencil icon** – Allows you to edit an existing schedule. * **Trash bin icon** – Deletes a schedule you no longer need. * **+ New schedule button** – Creates a new schedule configuration. * **Schedule name** – The name of your schedule (e.g., "Business Hours," "Availability Window," "Consultation Hours") * **Schedule Timezone** – Select the timezone for this schedule so times are accurate for your location. * **Calendar view** – Shows a calendar where you can set availability. * **Copy** – Copy settings from one date to other selected days for a quick setup. * **Cancel** – Closes without saving changes. * **Save Changes** – Save your schedule configuration. **Timezone Tab:** * **Default Timezone** – Your primary timezone used for all calendar events and task deadlines. * **Secondary Timezone on calendar** – An optional secondary timezone you can set if you work across multiple time zones. **Conference settings Tab:** * **Default conference method dropdown** – Choose how meetings are conducted by default (Zoom, Google Meet, Microsoft Teams, Phone number, or Custom location). * **AI Notetaker** – Enable or disable AI meeting recording and transcription for future meetings in your main calendar. * **Turn on AI Notetaker for all meetings with Conferencing** – Automatically record and transcribe all video conference meetings for future meetings in your main calendar. * **Automatically email external attendees with meeting notes when the meeting ends** – Send meeting summaries to clients and external attendees that aren't part of your Wonderly team after the call. * **Allow all calendar editors to see recordings for that calendar's events, even when they are not invited to the meeting** – Give team members access to meeting recordings even if they weren't invited. **Zoom** – Configure Zoom integration for video meetings: * **Connect Zoom button** – Link your Zoom account to Wonderly. * **Meeting link** – Choose the Zoom link you'd like to use. * Use personal Zoom link. * Auto-generate link. * Manually enter Zoom link. * **Phone number** – Add a phone number\~\~.\~\~ * **Custom location** – Add a custom meeting location. * **Join meeting** – Configure when the join button appears: * **Show before event dropdown** – How long before the meeting the join button appears (e.g., 15 minutes before) * **Disappear after event dropdown** – How long after the meeting ends the join button disappears (e.g., 20 minutes after) *** ### **Sales** Configure the custom field settings for your Sales Hub. * **Contact** – Create custom fields for your Contacts list * **Company** – Create custom fields for your Companies list. * **Deal** – Create custom fields for your Deals list. * **Pencil icon** – Allows you to edit an existing custom field's details. * **Trash bin icon** – Deletes a custom field you no longer need. * **+ Add custom field button** – Creates a new custom field configuration. * **Field Name** * **Type** * **Text** – Free-form text input * **Number** – Numeric values * **Date** – Calendar dates * **Date Time** – Date and time values * **Boolean** – True/false toggle * **Email** – Email addresses * **Phone** – Phone numbers * **URL** – Web links * **Select** – Dropdown with predefined options (single selection) * **Multi Select** – Dropdown that allows multiple selections * **Currency** – Monetary values * **Person** – A single team member * **Multi Person** – Multiple team members * **Array** – A list or collection of items * **Text Input** * **Single Line** – A one-line text input field. * **Multi Line** – A multi-line text area for longer text entries. * **Cancel** – Closes without saving changes. * **Save** – Creates the custom field. *** ### **Projects** Set up, edit, add, or delete Workspaces, and set your default task configuration. **Workspaces tab** – Manage your workspace structure. * **Search workspaces tab** – Type a workspace name to find specific workspaces quickly. * **+ Add workspace** – Create a new workspace for you or your team. * **Workspace Name** – The name of your workspace (e.g., "Product Development," "Client Services," "Operations") * **Copy settings from other workspace** – Optionally copy settings from an existing workspace to speed up setup. Using this option removes the field to add team members, as the entire workspace configuration, including its members, will be copied to your new workspace. You can remove or add more users after the new workspace is created if needed. * **+ Add member** – Add additional team members to the workspace. * **Cancel** – Close without saving changes. * **Save** – Create the new workspace. * **Name** – The workspace name. * **Members** – Shows how many team members have access. * **Three-dot menu** – Access additional options. * **Go to Workspace** – Navigate directly to the workspace to view projects and tasks. **Task Default** – Customize how new tasks are created by default. * **Default Workspace** – The workspace new tasks are automatically assigned to when created. * **Default Project** – The project new tasks are placed in unless you specify otherwise. * **Default Assignee** – The team member automatically assigned to new tasks. * **Default Status** – The starting status applied to every new task (e.g., Not Started, In Progress). * **Default Priority** – The priority level automatically applied to new tasks. Options are ASAP, High, Medium, or Low. * **Default Labels** – The labels automatically tagged to new tasks for organization and filtering. * **Default Duration** – The estimated time automatically set for new tasks. Maximum duration is 40 hours. Tasks estimated at 16 hours or more are automatically broken into smaller chunks to fit your schedule. * **Default Start Date** – The earliest date the system can begin scheduling new tasks. * **Default Deadline** – The due date automatically applied to new tasks. You can set deadlines as soft (flexible, the system will try to meet it) or hard (fixed, must be completed by that date). * **Default Custom Fields** – Any custom fields you've created that are automatically included when a new task is created. ### **Workspaces settings** *When you click on any of your Private or Shared Workspaces, you see more options that help you standardize how work is created across your workspace.* **Overview tab** * **Workspace Name** – Displays and allows you to edit the name of your private or shared workspace. * **Members** – Shows a list of all users currently in the workspace with their roles and permissions. (Only available in shared Workspaces) * **Roles** – Allows you to manage individual members workspace permissions. (Only available in shared Workspaces) * **Trash Bin Icon** – Remove members from the shared workspace. (Only available in shared Workspaces) * **+ Add Member Button** – Add new team members to the shared workspace. (Only available in shared Workspaces) **Project & Milestone Templates tab** * **Project Templates** – Pre-built project structures you can use to quickly create new projects with predefined tasks, milestones, and workflows. * **Project Templates** **View** – See a list displaying all the project templates you've created. * **Edit** – Update the project template without deleting or recreating it. * **Three-Dot Menu** – Click on it to access the option to delete your project template. * **+ Button** – Create your Project Templates. * **Name** – Add your project template's name. This affects only the project template. You have the option to add a project name when using the template. * **Tasks tab**: * **Tasks** – Shows all tasks included in the template. * **+Add task** – Create new tasks within the template. * **Milestones** – Shows all tasks included in the template. * **+Add milestone** – Add milestones to organize the project workflow. * **Project Details** – Displays key project information. * **Priority** – Sets the importance level (Low, Medium, High, ASAP) * **Assignee** – Set who from your Wonderly team owns the project. * **Deadline** – Sets the project due date. * **Description Tab:** * **Add description** – Write a detailed description about the project template. * **Files tab**: * **Search files tab** – Find specific files. * **+ button** – Upload files from your device to the template. * **Create** – Saves the template once you've configured all details. * **Milestone Templates** – Create reusable milestone structures that define key phases or checkpoints in your projects. * **Milestone Templates View** – See a list displaying all the milestone templates you've created. * **Edit** – Update the milestone template without deleting and recreating it. * **Three-Dot Menu** – Click on it to access the option to delete your milestone template. * **+ Button** – Create your Milestone Templates. * **Name & Color:** * **Name** – Add the title of the milestone template (e.g., "Discovery Phase," "Development," "Launch") * **Color** – Select a color to visually distinguish this milestone from others. * **Dates:** * **Start date** – When the milestone begins. * **Deadline** – When the milestone is due to complete. * **Tasks:** * **+ Add task button** – Add tasks that will be included in this milestone template. * **Create** – Saves the Milestones once you've configured all details. * **Roles** – Define custom roles specifically for your project. * **Roles View** – See a list displaying all the roles you've created. * **Edit** – Update the roles without deleting and recreating it. * **Three-Dot Menu** – Click on it to access the option to delete the custom role. * **+ Button** – Create your Roles Templates. * **Name** – The title of the role (e.g., "Admin," "Project Manager," "Team Lead," "Contributor") * **Color** – A color assigned to the role for visual identification in your projects. * **Create** – Saves the Role once you've configured all details. **Custom Fields tab** * **Custom Fields** **View** – See a list displaying all the custom fields you've created. * **Edit** – Update the custom field without deleting and recreating it. * **Duplicate** – Create a copy of the custom field. * **Workspace List** – Choose which workspace to duplicate the custom field to. * **Trash Bin** – deletes the custom field from your Wonderly account. * **+ Add Custom field** – Create a new custom field. * **Field Name** – Add the name of your custom field (e.g., "Department," "Budget," "Client Type"). * **Type List** – Determines what kind of data the field will store. * **Text** – For simple text entries. * **Multi Select** – For selecting multiple options from a list. * **Number** – For numeric values. * **Person** – For assigning a team member. * **Multi Person** – For assigning multiple team members. * **Select** – For choosing a single option from a list. * **URL** – For storing web links. * **Date** – For date-based information. * **Cancel** — Closes without saving. * **Save** — Saves the custom field. *** ### **Website** Configure your website URL and publishing settings. * **Publishing tab** – Set your Wonderly URL, configure a custom domain. * **Wonderly Domain**: * **Wonderly URL** **slug** – See and customize the default URL Wonderly assigned to your website. * **Arrow button (→)** – It takes you directly to your live website when you click it. * **Save button** – Click to confirm any changes to your URL slug. It will appear greyed out when no changes have been made * **Custom Domain:** * **Arrow button (→)** – It takes you directly to your live website when you click it. * **Type** – Shows the type of domain configuration (usually "CNAME" or "A record") * **Host** – Shows the subdomain or host name you're connecting (e.g., "www" or "@") * **Value** – Shows the target value that your domain should point to. * **Status** – Indicates whether your website is currently **Live.** * **Configure** – Set up your custom domain. This takes you to log in with **Entri** (a domain management service) to complete the configuration. * **Delete** – Removes the custom domain connection if you want to disconnect it. * **Maintenance Tab** – Refresh your website without having to manually rebuild it from scratch. * **(Danger zone) Regenerate website** – Allows you to regenerate your entire website based on new AI-generated content. *** ### **Ads Manager** Set up your Meta account to start creating ad campaigns. * **Facebook Account Settings** – Connect your Meta/Facebook account. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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