Board Settings & Configuration
Learn about Board Settings & Configuration in WaymakerOS.
Board Settings & Configuration
Opening Settings
Click the Settings button (the vertical three dots, ⋮) at the right of the board's top bar. Board settings have no keyboard shortcut.
Who can change settings: every board member and guest can view settings. Only the board's owner can change them.
The Tabs
| Tab | What it's for |
|---|---|
| Overview | Board details, board-level settings and statistics |
| Members | Add and remove board members |
| Files | Board files, and the files attached to the board's tasks |
| Guests | Active guests and share links |
| Connect | Connect a GitHub repository (guide) |
Overview Tab
Board Details
- Board name and Description
- Start and Due dates
- Progress
- Status: Draft, In Review, Published or Archived
- Where the board lives (workspace, project and folder), shown as a breadcrumb
Settings
| Switch | What it does |
|---|---|
| Allow Guest Access | Enables sharing and guest collaboration |
| Enable Dependencies | Task relationships and blocking |
| Enable Estimates | Story points and time estimates |
| Enable Time Tracking | Log actual hours worked |
| Auto-archive | Archives completed tasks. When it's on, set Archive after to a number of days. |
Statistics: completed, overdue and unassigned tasks, the average time to complete a task, and when the board was created and last modified.
Members Tab
- Current Members lists everyone on the board and their role.
- Add Members: search your workspace's members and add them, or click Add All Project Members to add everyone in the board's project at once.
- Remove takes a member off the board.
There's no role editor and no ownership transfer in board settings.
Files Tab
- Board Files: upload files to the board itself, then preview, download or remove them.
- Task Files: every file attached to the board's tasks, grouped by task. Expand a task to preview or download its files.
Guests Tab
- Active Guests: guests currently using the board. Revoke a guest's access here.
- Share Links: the board's share links. Copy a link, open it, or deactivate it.
Create a share link with Share Taskboard in the board's top bar. Guest access must be switched on in the Overview tab.
Managing Sections
Sections (the board's columns) aren't managed in settings. Manage them on the board in Kanban view:
- Add a section: click Add Section after the last column, type a name, then press Enter.
- Rename a section: open the section's menu and choose Rename Section.
- Delete a section: open the section's menu and choose Delete Section. A confirmation shows how many tasks are in it. Deleting a section deletes its tasks too, so move any you want to keep first.
Archiving, Restoring and Deleting a Board
Do this from the taskboard list, not from board settings:
- Open Tools (⌘3) and choose Taskboards.
- Click the vertical three dots (⋮) at the end of a board's row and choose Archive or Delete. To act on several boards, tick their checkboxes and use the bar that appears.
To bring an archived board back, set the Status filter to Archived, then choose Restore from the board's ⋮ menu. Archiving can be undone; deleting a board is permanent.
The board's owner can do all three. For a board in a project, it's the project's owner or admin. See Archiving, Restoring and Deleting Taskboards.