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User guide

Settings and features

What each part of a workspace’s settings does: general, members, roles, features, workflow, phases, fields, sub-teams, templates, integrations, plan.

Updated 11 Nov 2026 · 1 min read

Open ⚙️ Settings at the top of the board. What you can change depends on your role.

SectionWhat it’s for
GeneralName, logo, look (Friendly or Professional), week numbering, currency.
MembersInvite, change roles, pending invitations, show the workspace to your organisation.
Roles & permissionsBuilt-in roles, and your own like Treasurer or Supervisor.
FeaturesSwitch tools and views on or off.
WorkflowStages, sign-offs, checklists, purchase approvals and automatic steps.
PhasesStretches of the project with dates, and their milestones.
FieldsYour own fields on tasks, and renamed labels.
Sub-teamsGroups of people with leads.
TemplatesSaved tasks with their sub-tasks, to add again later.
IntegrationsGitHub, chat alerts (Slack, Discord, Teams, Google Chat), Zotero, calendar links.
PlanThe workspace’s plan, and Pro Education for students and staff.
Delete teamRemoves the workspace and everything in it, for the owner only.
Deleting a workspace removes its tasks, comments, files’ links and history for everyone. Download a backup from Team data first.