Spaces

Keep the boards, view boards and documents of one team, product or client together. Share labels, fields, components, priorities and board templates across a Space, and on Premium and Enterprise decide exactly who can open it.

Sidebar · Favourites · Groups · Space settings · Roles · Guests · View boards · Space roadmap

What a Space is

A Space holds the boards, view boards and document spaces of one team, product or client. Every company starts with one Space called General (marked Default) that holds all its boards, so nothing moves until you create more Spaces.

  • Boards in a Space share its labels, fields, components, priorities and board templates.
  • A Space has its own roadmap across all its boards, its own view boards and a Docs tab.
  • On Premium and Enterprise a Space can be restricted, so only the people, groups and guests you add can open it. Premium and up
  • Moving a board between Spaces never changes its key or ticket numbers.

Favourites and recent boards

1
Star it
Click the star next to the name of a board, a view board or a Space (in its header).
2
Find it
Starred items show under Favourites at the top of the Spaces list in the sidebar.
3
Take it off
Click the star again.
4
Recent boards
Press Ctrl + K (⌘ + K on a Mac). Recent boards lists the boards, Spaces and view boards you opened lately.

Favourites are your own: nobody else sees them, and if you have none the Favourites heading doesn't show.

Create a Space

1
Open the box
Click the + in front of Spaces in the sidebar, or open the Spaces page and click New Space.
2
Name and key
Type a name. The Key is the Space's short code; leave it empty and one is made from the name. Two Spaces can't share a key.
3
Look
Pick an icon, an emoji and a colour. You can upload your own logo later in the Space's Settings → Details.
4
Description and project
Add a line about who the Space is for and, if you like, link it to a project.
5
Create
Click Create Space. Its page opens, ready for boards.

Who can: people whose group has the Spaces “Create” permission in Groups & permissions (Admins by default).

The Space page

The top bar shows the Space's icon and name once, with Spaces / KEY under it and a tag for Default, Restricted or your role in it. Below are the tabs:

Space page — Boards tab
D
Delivery
Spaces / DEL · Restricted
BoardsRoadmapView boardsDocsMembersSettings
Boards2New groupImportCreate board
Web site WEB12 open2 h ago
Client Acme ACME5 openYesterday
TabWhat it shows
BoardsOne card with every board in the Space: open tickets (closed ones aren't counted) and last activity. Click a row to open the board. New group, Import and Create board are on the card's header row.
RoadmapThe tickets, epics and milestones of every board in the Space you can open, on one timeline.
View boardsView boards filed in this Space, and New view board.
DocsDocument spaces shown under this Space.
MembersWho has which role. Only shown to people who manage the Space's members.
SettingsDetails, Access, Labels, Fields, Components, Priorities, Templates and Delete Space.

On a phone the tabs scroll sideways and each board row reads “KEY · N open”.

Boards and groups

Create a board in the Space

Click Create board on the Boards tab (or the Space's + in the sidebar). The Board guide walks through the form, including choosing the board key.

Sort boards into groups

1
Add a group
Boards tab → New group. Name it, for example by team or stage.
2
File boards
Drag a board by its handle onto a group. Drag it onto Not in a group to take it out.
3
Change a group
Open the group's ⋯ menu: Rename, Move up, Move down or Remove group. Removing a group keeps its boards in the Space, with no group.

Move a board to another Space

On the Boards tab, open the board row's ⋯ menu and pick a Space under Move to another Space. The board's key and ticket numbers don't change. Its components are taken off tickets (components belong to a Space), and each ticket's History says so.

The Import button opens Import from another tool for this Space. See the Integrations guide.

Icon, colour and logo

1
Open Details
Space → Settings → Details.
2
Pick an icon
Click the Icon tile. Pick an icon and a colour on the Icons tab, or an emoji on the Emoji tab.
3
Or upload a logo
On the Logo tab click Upload logo and choose a square PNG, JPG or WebP picture up to 2 MB.
4
Save
Click Save changes. The icon or logo shows in the sidebar, on the Spaces page, in the page header and in every Space picker.
5
Go back to letters
On the Logo tab click Remove to take the logo off, or choose Use the letter tile to show the Space's first letter again.

A picture over 2 MB says “The logo can be up to 2 MB.” Other file types say “Upload a PNG, JPG or WebP image.” People who can't edit the Space see the Icon tile greyed out.

Space settings

Open the Space and click the Settings tab. Everything here is shared by every board in the Space. People who can edit Spaces, or the Space's admins, can change it; everyone else can look.

Settings tabWhat it does
DetailsName, key, icon or logo, colour, description and project. Save changes saves them.
AccessOpen or Restricted (see Restricted Spaces and roles).
LabelsLabels the label picker suggests on every ticket in the Space, in your order.
FieldsCustom fields every board in the Space gets, in the order you set.
ComponentsParts of what the Space works on, each with an optional lead.
PrioritiesYour own priority names and colours for this Space.
TemplatesBoard setups you can start new boards from.
Delete SpaceDelete this Space (not shown for the default Space).

Labels

1
Add
Type a name in New label and click Add.
2
Order, rename, delete
Use the up and down arrows, rename a label, or delete it.
3
Use
On any ticket in the Space, the label picker suggests these labels. People can still type a label of their own.

Fields

1
Add
Click New field, choose its type and name, and tick Required or On cards if you want.
2
Order
Drag a field by its handle, or use the small up and down arrows. The order sticks for every board in the Space.
3
Where they show
In each board's Board settings → Ticket layout & fields and on its tickets. A field a board defines itself wins over a Space field with the same name.

Components

1
Add
Click Add component, enter a Name, a Description and (optional) a Lead, then Save.
2
Turn them on for a board
On the board: Board settings → Ticket layout & fields → turn on Components.
3
File tickets
In a ticket, pick its components. The card shows two component chips and “+N” for the rest (hover to see them).
4
Filter
In the board's filter bar choose All components → a component. Clear filters shows everything again. Compact cards hides the chips.

Priorities

1
Add
Click Add priority: a Name (for example “Blocker”), a Colour and Counts as (one of the standard five, used for SLA targets and anywhere only those make sense). Save.
2
Order
Use the up and down arrows.
3
Remove
Delete a priority and choose Move its tickets to: every ticket with it moves to that priority.

Other Spaces keep the usual five. Ticket History shows priority names, for example “High → Blocker”.

Templates

1
Save a template
Templates → Save a template. Give it a Name, choose Copy: One board's setup (pick the Board to copy) or This whole Space. Tick Default for new boards if every new board in this Space should start from it. Click Save template. On a board, Board settings → Save as template does the same.
2
Start a board from it
In Create board, pick it under Start from. With a default template, new boards in the Space start from it.
3
Apply to a board you have
Click Apply on a template and pick the Board to set up. It adds what the board doesn't have yet; nothing already there is removed.

A template copies columns, Definition of Done, ticket layout, fields, labels, automations and workflow rules. Anything that couldn't be set up is listed when it finishes.

Restricted Spaces and roles

By default a Space is Open: everyone in the company opens its boards by the usual board rules (public and private boards). A Restricted Space lets only the people, groups and guests on its Members tab open its boards, even public ones. Premium and up

1
Restrict it
Space → Settings → Access → choose Restricted and confirm Restrict Space. If you aren't the account owner, you're added as its Admin so you don't lock yourself out.
2
Add people
Members tab → People: Add a person…, pick their Role and click Add.
3
Add groups
Members tab → Groups: Add a group…, pick a role and click Add. Everyone in that company group gets the role.
4
Change or remove
Change a role in its dropdown, or click Remove. They lose access unless a group still gives it.
RoleWhat they can do
AdminOpens every board in the Space and manages its settings, columns, workflow rules, forms, e-mail settings and members.
MemberWorks on tickets and sprints in the boards they can open and drags on the roadmap. Columns, rules and settings are for Space Admins (“Only a Space Admin can do this”).
ViewerReads boards and tickets but changes nothing (“Your role in this Space is view-only”). Edit buttons are hidden.
  • The account owner always has full access and can't be added as a member.
  • If someone has a role of their own and another through a group, the higher one counts.
  • A role never gives more than the person's company group allows in Groups & permissions.
  • The default Space (General) always stays open.
  • On a lower plan, a restricted Space stays restricted and its members can't be changed; the account owner can switch it back to Open.

Guests

Guests are people outside your company who work in one restricted Space. They sign in to the client portal, see only this Space's boards (no home, invoices, vault, contracts or files) and don't use a seat.

1
Invite
Space → Members → Guests: enter their full name and e-mail, tick Can edit tickets if they should work on tickets, and click Invite. They get the usual portal invite e-mail.
2
Let them edit later
Switch a guest between Can edit and View only at any time.
3
Add them to a ticket
Anyone who may edit a ticket can add a guest as a helper (Helpers → Add helper). Their name shows on the card.
4
Remove
Click Remove guest. They lose every board in the Space at once.

Guests can't track time, can't be a ticket's main owner, and never see your team's e-mail addresses. Workflow rules apply to their moves. They don't show in your Clients list or invoice client pickers.

View boards

A view board shows tickets from many boards that match a filter, in lanes by what their column means (To do, In progress, Done and so on). Use it for “everything due this week” or “QA queue across all client boards”.

1
Start one
Open a Space → View boards tab → New view board (or the View boards list on the Spaces page).
2
Name and place
Give it a Name, a Description, and the Space it is filed in (or Not in a Space).
3
Who sees it
Only me, Everyone in the Space, or Everyone in the company (needs the “Share saved views” permission).
4
Look in
Pick Spaces and Boards to search, or leave both empty to look at every board you can open.
5
Build the filter
Choose All of these, Any of these or None of these, then + Condition, for example Assignee is Me (whoever is looking) and Priority is High. + Group nests conditions. The Text tab shows the same filter as a search query you can edit.
6
Lanes and cards
Pick Swimlanes, how many days closed tickets stay (Hide closed tickets after), and what Cards show. Preview counts the matching tickets. Click Create.
  • Drag a card to another lane to move it on its own board. If that board has more than one matching column, you're asked which column. Workflow rules apply.
  • Dragging up and down inside a lane does nothing: a view board has no order of its own.
  • Switch between Lanes and Roadmap at the top. Edit changes the filter; Refresh reloads it; Share makes a read-only link.
  • Sharing shares the filter, never more: each person only sees tickets on boards they can open, with no hint of the others.

Space roadmap

Open a Space → Roadmap tab to see the tickets, epics and milestones of every board in the Space you can open, on one timeline. It works like a board's roadmap: zoom, drag bars to change dates, draw “blocks” links and check clashes. See Roadmap in the Board guide.

Docs in a Space

1
Open Documents
Sidebar → Documents, and open the document space you want.
2
Show it under a Space
Click Space settings in the Documents sidebar and pick a Space under Show under Space. Save.
3
Find it
The Space's Docs tab now lists it.

Who can read a document doesn't change: document access still decides.

Delete a Space

1
Open it
Space → Settings → Delete Space.
2
Confirm
Click Delete Space and confirm.

Its boards and document spaces move back to the default Space (General); nothing on them is lost. The default Space can't be deleted.

One place per team or client

Group boards into Spaces, share their settings and give each person the right role.