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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.

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?

Here is a breakdown of what these settings do:


General Settings

Workspace Name

  • You can customize the title of your workspace!

Workspace Logo

  • 120 x 20 or 600 x 120 is the recommended size for the workspace logo.

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

Holiday Schedule

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

Steps to Enable Private Actions Visibility

  1. Navigate to Workspace Settings

    • Go to the 'Workspace Settings' section of your Hive account. This area is accessible to users with admin privileges.

  2. Enable 'Show Private Actions'

    • Locate the option titled 'Show private actions,' and toggle it on. This setting ensures that private actions are configured to display correctly within your projects. This feature must be enabled by an admin.

  3. Verify Visibility

    • Check your project to ensure the private actions are now visible. If issues persist, proceed to troubleshooting.

Troubleshooting Tips

  • Filter Check: Ensure no active filters are unintentionally hiding private action cards.

  • Admin-verification: In some cases, verifying with a simple private test action created by your admin can help confirm that the 'Show private actions' setting is functioning as expected.

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

  • Hide project budgets from members and external users: When selected, only project owners will be able to see the project budget.


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 blank 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.

Show completed subactions by default

  • If checked, the completed subactions will always show in the project.

    • This setting can also be turned on/off at a project level.

Default project template

  • You can select the project template you'd like to be automatically applied by default each time a new project is created.

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!

Gantt Auto-scheduling

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

Statuses

  • Choose which custom status will automatically be enabled in a new project!

  • Unstarted & Completed will always be included.

Custom fields

  • Choose which project custom field to enable in a new project

Move approvals to next stage when

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

Apps that are turned on for projects by default

  • You can choose to enable Time-tracking, Proofing & Approvals, or the Agile app to be enabled in a new blank project.

Timesheets approvers

  • This setting will determine where the submitted Timesheet will go for approval.
    Selecting Manager will route the Timesheet to the user's Manager for approval and selecting Project Owner will route the Timesheet to the project's owner for approval.


Apps

Apps in use

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

Dashboard homepage for external users

  • Select the Dashboard you'd like to be the default one for your External Users.

Proofing & Approvals

  1. Enable Proof Annotation Numbering

    • Adds numbers to each annotation comment in proofing

  2. Enable Proof Auto Versioning

  • Adds numbers to each version of a proof uploaded

3. Allow read-only members to use Proofing and Approvals

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

4. Disable delete/edit of other users annotations

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 the Everyone chat group with all workspace members

Time-tracking

Show subaction time on parent actions

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

Forms

  • The image uploaded here will be at the top of Hive Forms!

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