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Work Board Settings

General Settings

  • Name: Specifies the title of the Work Board.

  • Parent Folder: Determines the organizational structure by specifying where the Work Board is located within the broader project hierarchy.

  • Description: Provides a brief summary or overview of what the Work Board entails.

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1. Default Statuses:

Todo and Done are the default statuses provided for managing tasks. These statuses cannot be deleted to maintain the integrity of the workflow.

Default Statuses.png

2. Adding Custom Statuses:

Click on "Add" to create new statuses as required by your business workflow.

Adding Custom Statuses.png

Some common examples of standard statuses that can be used to effectively manage a project's workflow:

  • On Hold: Tasks that are temporarily paused due to external dependencies or awaiting further information.

  • Approved: Tasks that have passed the review stage and are confirmed to meet the required standards or objectives.

  • Blocked: Tasks that cannot progress due to internal or external blockers.

Adding and Managing Members

Manages who has access to the Work Board and their roles.

Adding and Managing Members.png

  • Locate and click on the “Add member” button

  • Add members to “Work Board Admin”

Admins have full control over the Work Board settings. They can make changes to the board structure, roles, and permissions.

  • Add members to “Work Board Member”

  • Click the “Save” button to finalize the changes.

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