Open ⚙️ Settings at the top of the board. What you can change depends on your role.
| Section | What it’s for |
|---|---|
| General | Name, logo, look (Friendly or Professional), week numbering, currency. |
| Members | Invite, change roles, pending invitations, show the workspace to your organisation. |
| Roles & permissions | Built-in roles, and your own like Treasurer or Supervisor. |
| Features | Switch tools and views on or off. |
| Workflow | Stages, sign-offs, checklists, purchase approvals and automatic steps. |
| Phases | Stretches of the project with dates, and their milestones. |
| Fields | Your own fields on tasks, and renamed labels. |
| Sub-teams | Groups of people with leads. |
| Templates | Saved tasks with their sub-tasks, to add again later. |
| Integrations | GitHub, chat alerts (Slack, Discord, Teams, Google Chat), Zotero, calendar links. |
| Plan | The workspace’s plan, and Pro Education for students and staff. |
| Delete team | Removes 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.