Setting up Work Areas

Work Areas are a tenant-wide setting. Set them up once, and they're available everywhere.

Step 1: Create your Work Areas
Go to Administration → Work Areas in the main menu (admin permission required — see https://support.workguru.io/a/solutions/articles/43000785557).
Click Create New Work Area:

Give it a Name — short and recognizable: "Bay 1", "CNC Mill", "Paint Booth"

Add an optional Description for staff (equipment notes, capacity, etc.)
Save
Repeat for each physical area you want to track.

Step 2: Reorder them
The order Work Areas appear in (Schedule view, dropdowns everywhere) is controlled by drag-and-drop on the index page. Grab the row handle on the left and drop it where you want — the new order saves immediately.
Step 3: Set defaults on Task definitions
This is the biggest time-saver. If you have tasks that always run on the same machine, set the default once:
Go to Tasks in the main menu
Edit (or create) the Task
Pick a Work Area in the Work Area dropdown

Save
Now whenever someone adds that Task to a Quote, Project, or Template, the new line's Work Area is pre-filled automatically. The user can still change it if a specific job is different — user override always wins.

Step 4: Set defaults on Project Templates
If you use Project Templates for repeating job types:

Edit a Project Template
Set the Work Area at the template header (default for projects created from this template)

Optionally override per task line — the picker is in each task's expanded detail row

When a project is created from the template, the Work Area settings copy across to the new project and its task lines.

Step 5: Use Work Areas on Quotes, Projects, and Production Jobs
Once your defaults are in place, most quotes and projects will pre-fill correctly without you thinking about it. 

When you need to override:

Quote — Work Area picker on the quote header, plus per-task picker in each task's detail row. When the quote is accepted, both header and line-item Work Areas carry to the new project.
Project / Production Job — Work Area picker near the Project Manager field, plus per-task overrides. Tasks without their own Work Area inherit the project's at display time.

The cascade — where defaults come from:
When a Work Area appears pre-filled on a new line item, here's the priority order (first non-empty wins):

Manual choice — never overridden once a user has picked one
Task default — the Task definition's default fills the new line if blank
Parent document — at display time, lines without their own Work Area inherit from the project, quote, or template they belong to
These cascades happen once, at creation — never re-applied. Changing a Task's default later won't reach back and update line items already in flight, and accepted quotes/created projects keep whatever Work Area they were given.