Workflow Boards/ SettingsReady
Use Workspace Settings
Manage workspace-level setup for boards, task types, statuses, and workflows.
Workspace settings control the structure used by projects and boards inside the selected workspace.
What Belongs In Workspace Settings
- Task types used by boards in the workspace.
- Task type hierarchy rules.
- Statuses and workflow definitions.
- Workflow transitions.
- Workspace-level board and planning configuration.
What Belongs In Project Setup
Project-specific items such as areas should stay under the project because they are meaningful only inside that project.
Who Should Edit Settings
Limit workspace setting changes to admins or process owners. These settings can affect many boards and users.
Best practices
- Review changes in a test workspace before changing an active production workspace.
- Keep only active, useful task types visible to users.
- Remove deprecated templates from user-facing choices when they are no longer supported.
Common mistakes
- Mixing project-specific setup into workspace settings.
- Keeping old hiring or experimental workflows visible after they are retired.
- Changing hierarchy rules without checking existing task links.