Edit Workspace
Once a workspace is created in 5day.io, users with the appropriate permissions can edit the workspace to configure its structure, settings, and users.
Editing a workspace helps maintain the accuracy, flexibility, and scalability of your workspace organization.
Permission Set
Edit Workspace
There are two main ways to open the Edit workspace
| Method | Navigation Path | Description |
|---|---|---|
| Account Settings | Account Settings -> List of Workspaces -> Edit | Edit from the central list of all workspaces |
| Workspace View | Workspace List or Board View → More Menu (⋮) beside workspace name | Quick access for directly editing a specific workspace |
Method 1
Method 2
Workspace Settings
When you access the Edit option, you can perform the following actions depending on your permissions:
Add Space: Add a new space under the workspace.
Add Project: Add a new project directly within the workspace. Refer: Add Project Guide
Add/Invite People: Add/Invite team members to the workspace. Refer: User & Roles Guide
Rename: Change the name of the workspace.
Workspace Settings: Access detailed workspace configurations (explained below).
| Pages | Description |
|---|---|
| General Info | Manage workspace's identity and ownership |
| Icon & Color | Choose a visual icon and color theme for easy identification. |
| Name | The display name of your workspace. |
| Description | A short explanation about the purpose or scope of the workspace. |
| Owner | The current owner responsible for workspace administration. |
| Spaces & Projects | View and manage all spaces and projects under this workspace. Change their order, navigate, and access related settings. |
| Timesheet Settings | Configure time tracking rules, settings, and behavior for this workspace. Refer: Timesheet Module for more. |
| Customization | |
| Status Workflow | Define the workflow stages of tasks. Refer: Status Workflow Guide |
| Task Types | Create and manage types of tasks for better categorization. Refer: Task Types Guide |
| Priorities | Define and manage priority levels for tasks. Refer: Priority Settings Guide |
| Sprint Management | Configure sprint tracking and agile settings. Refer: Sprint Management Guide |
| Integrations | The Integration Centre allows to connect the workspace with third-party apps, tools, or services for seamless operations and enhanced functionality. Explore available integrations based on your plan |
Other References
To add a new space , refer to the Add Workspace.
To explore all created spaces, refer to the List of workspaces.