The parameters of a workspace
🔒 Only moderators of the space have access to the settings.
To modify the parameters of the space :
Click on the workspace
Click on the button with the three vertical points
Click on Settings
From the left panel, you will find all the options in the space that can be configured according to your needs. Let's discover these options in detail 👇🏻
Workspace name
It is possible to change the name of a workspace*.
The old name of the workspace is automatically taken over
Enter the new workspace name
Click on Save
*🎨 You can also change the color of the space by clicking on the colored dot next to the Name field.
Description of the workspace
It is possible to add a description to the workspace or edit existing text.
Add a description
Change the text formatting
Click on Save
💡 Then you get the description preview next to the space name:
Logo
In order to customize your exports - task lists or meeting minutes - you can assign a logo to a workspace. This logo will appear in the header of documents exported from the workspace.
To assign a logo to a workspace
Click on Choose File
A window will open: select the image from your folders and click on Save
Click on Close
Tabs
Default Tab
Choose which tab will be automatically deployed when you go to the workspace.
💡 For my Executive Committee workspace, I choose the Meetings tab as the default display.
Active Tabs
Select the active tabs in your workspace.
💡 For the Executive Committee workspace, I disable the Checklists tab as it is not relevant.
Tasks tab of the workspace
You can configure the default view of tasks in your space, enable custom fields only for tasks in the space, or create custom sections to group tasks according to your own criteria.
Default view
These settings allow you to define the default sorting and display of tasks in the workspace.
Group by to select the default sorting mode
View to select the display mode
Select the sorting mode of the tasks in the workspace - 7 possibilities
Set the display mode of the tasks in the workspace - 2 possibilities
Click on Save
Custom fields
Custom fields allow you to add information to the network task details panel in a structured way. To create custom fields, please see the following article: Custom Fields
Once the custom fields have been created, they are automatically transferred to the workspace settings. Thus, there are two headings Custom fields activated in this workspace and Custom fields available for activation. In the example below, only the Progress Status field is active for this workspace.
ℹ️ The Enable/Disable buttons allow you to manage the custom fields to be applied to tasks in the workspace.
Activating a field allows it to be found in the task details panel of the workspace, as in the image below.
Custom Sections
Custom sections allow you to organize the workspace by incorporating subgroups. For example, a Building A Renovation workspace is created and subdivided into four categories that show the progress of the project > Pre-Project, Launch, Development, Communication.
Enter the name of the custom section
Click on + or simply press Enter to validate the entry
The entered sections are shown here
Underneath the Building A Renovation workspace, the custom sections that have been created are now shown. It is now possible to divide the tasks in the space into sections by clicking and dragging them without releasing the mouse.
List view
Display in Kanban
Custom sections allow for unlimited use cases: project steps, progress statuses, groups by department, etc.
For more information on sorting tasks in the workspace, please see the following article: Viewing tasks: list and kanban view