Managing workspaces (administrators only)

Managing workspace details

To change the workspace name, description, or type

1. In the workspace view, click More options >   Manage workspace,
2. In the Details tab, make the desired changes.

Managing workspace capabilities and capability items

1. In the workspace view, click More options >   Manage workspace,
2. Click the Capabilities tab.

To add an existing capability item

1. Click + Add, select the capability and then Import existing.
2. Search for and select the items you want to add and then click Import selected.

To create a new capability item

1. Click + Add, select the capability and then Add new.

2. Complete the fields in the Create dialog and then click Create. The capability item is added and enabled by default. If it is the first capability item to be added, the related capability is also added and enabled by default.
3. To finish creating the item, click Go to workspace.
4. Click the capability tab and then select the capability item.
5. For more information, see below:
   • Create a new board or duplicate an existing board

   • Creating a roadmap.

To show/hide a capabiity item

In the capabilities list, click the Enabled switch to enable/disable it.

To show/hide a capability

In the capabilities list, click the Enabled switch to enable/disable it.

To rearrange the capabilities and capability items

Point to the icon to the left of the capability or capability item and when the cursor changes to an open hand, click and drag the item to the desired position.

When you are finished adding items, do one of the following:

To view the workspace

1. Click Go to workspace.
2. To view another workspace or item, select it from the left navigation bar.           

Managing workspace members

Workspace members can access the workspace capability items. Members can be individual users or groups of users.

To add a member

1. In the workspace view, click More options >   Manage workspace,
2. Click the Members tab.
3. To add a member, click +Add and then select users or groups.
4.  Search for and select the checkboxes for the users or groups to be added as members.
5. Click Save.

To remove a member

In the members list, click > Remove user/group.