Access Board settings
Access board settings to configure your board’s name, description, workflows, custom fields, and manage permissions and access.
Only Board Admins can access and modify board settings.
Board settings allow you to configure how your board is structured, managed, and accessed.
From this page, Board Admins can update key details such as the board name, key, and description, as well as manage workflows, custom fields, permissions, and access control.
Board settings help ensure your board is set up correctly for your team, with the right structure, visibility, and controls in place.
You can open Board settings in two ways:
Option 1: From the sidebar
- Locate the Board in your sidebar.
- Click the three vertical dots (⋮) that appear next to the board name.
- Select Settings from the dropdown menu.
The sidebar shows only your most recent and starred boards. If the board you’re looking for isn’t visible, you can either star it for quick access or click ‘View all boards’ to browse the complete list.
Option 2: From the Board header
- Open the desired Board space.
- Click three vertical dots (⋮) in the board header.
- Select Settings from the dropdown menu.
In this section, you can customize the following settings: