Workspace Settings for Admins

Configure your workspace preferences

Erin Gouveia avatar
Written by Erin Gouveia
Updated over a week ago

To view and update your workspace features, head to your profile dropdown, then Workspace Settings, and go to the Settings tab. You’ll see the following settings (your selections may vary).

While all users can view these settings, only workspace admins can adjust them. If you are not an admin in your workspace, please reach out to your admin if you would like to request changes! See: Who are my Admins?


General Settings

Working Week

  • Monday-Friday: Weekends will be considered Saturday & Sunday

  • Sunday-Thursday: Weekends will be considered Friday & Saturday

  • Monday-Thursday: Weekends will be considered Friday & Saturday & Sunday

Third Party Integrations

  • You may select which cloud storage system users may connect to: Box, Dropbox, Google Drive & OneDrive.

Currency

Misc:

  • Show private actions: When selected, private actions will be visible in their associated projects for assignees. When deselected, private actions will only be visible in the My Actions for assignees

  • Show project ID: auto-generates a Project ID code for each project. Read more here

  • Restrict new status creation to admins and project owners: When selected, only admins and project owners can create new status in projects


Action Default Settings

Subaction update prompt

Subaction prompts show when a change is made to an action card that could be applied to its subactions such as assignee, status, or label changes.

  • When selected, users will be prompted to choose if they want to apply the changes to the subactions or not.

  • When unselected, the prompt will not be shown and the changes will not be applied to the subactions.

Once a workspace Admin selects or deselects this setting, it will automatically be the default for the entire workspace.


Project Default Settings

By default, new projects created in the workspace will inherit these settings.

Allow actions to be assigned on weekends

  • If checked, action cards may be scheduled (start or due date) on weekends. If unchecked, action cards may not be scheduled on weekends and weekends will appear grayed out in the date picker.

    • This workspace-wide setting will be the default for any new projects created going forward.

    • The project-level setting will override this workspace setting if differs. For example, you have unchecked this setting here at the workspace level because your teams never work on the weekend, however, a new event project is started that requires weekend work. In the project settings for the event project, you may select 'allow actions to be assigned on weekends' and this will override the workspace setting, allowing the team to select weekend due dates.

Kanban View:

  • Select how you want subactions to show up in Kanban views. You can choose not to show subactions, show all subactions at all times and show subactions when they are in a different column from their parent action.

Automatically add teams to projects

  • Will automatically add the selected team or teams to any new projects created in the workspace. Very helpful if there is a group that should be able to see all projects created!

Currency

  • This will allow the project members to change the currency of the individual project.

Gantt Auto-scheduling

  • Select how each new project created will have the auto-scheduling set: Off, On or Strict.

Move approvals to next stage

  • You can select the default for all approval routes created in the workspace: all approvers respond, or all approvers approve.


Apps

See which apps are turned on in your workspace from here, and adjust settings related to these apps in this section.

Proofing & Approvals

Enable Proof Annotation Numbering

  • Adds numbers to each annotation comment in proofing

Enable Proof Auto Versioning

  • Adds numbers to each version of a proof uploaded

Allow read-only members to access

  • If checked, read-only project members can view proofs, add comments & be routed approvals

Messaging

Link group chats and project view switching

  • If selected, when you click into a project’s group chat, the project will open up.

Enable the "Everyone" group

  • Enables Everyone chat group with all workspace members

Time-tracking

Show subaction time on parent actions

  • Will summarize time between subaction & parent actions for time-tracked & estimated on the action card

Did this answer your question?