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 👇🏻



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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.

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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:

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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.



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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




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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.



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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

Updated on: 09/04/2024