Unlock your organization's full potential.

Take control of your project portfolio with configurable properties. Set properties that are required in your workspace by your administrator.

Settings

The Settings section of the Admin portal contains Workspace Properties and allows you to add a logo to your workspace. Learn how to add a logo here. The remainder of this knowledge article focuses on Workspace Properties.

<aside> 💡 Workspace properties apply at the project level. To get more granular, learn more about Properties, which apply to Features

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Access the settings menu by clicking Settings in Admin.

Workspace Properties

Think of Workspace Properties as attributes that describe the projects in your portfolio. You can use the data input into these properties to organize, filter, and manage your work.

<aside> 💡 Learn more about managing work in Home Space

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Adding Properties

You can add as many workspace properties as you would like. The best practice is to only add what is necessary - your workspace users may not fill out the information if they do not feel it is pertinent.

To get started, click “New Property”

Property Types

• Text: A single-line open text entry. Accepts any characters.

• Number: Accepts only digits and common dividers like , or .

• Date: Creates a date-picker field

• Toggle: For Yes/No, On/Off. Think of this as being similar to a checkbox.