Admin & Trust
Administration, security, and governance.
Assign Teams to a Board
Add, remove, and drag-to-reorder which teams appear on a board from the Teams section of Board Settings.
Board Security and Deleting a Board
Restrict a board to invited members, control whether members can invite others, and delete a board — which happens immediately, with no confirmation step.
Change or Upgrade Your Plan
Pick a new plan, choose Monthly or Yearly billing, apply a promo code, and see the prorated total due today before confirming.
Configure a Board's Display and Cadence
Set a board's name and iteration cadence, how many past iterations it shows, and which layers — tasks, projects, operations, metrics — appear on it.
Configure the Execution Hierarchy
Drag each connected provider's issue types between levels to define your organization's project hierarchy — new types start in the fixed Tasks level.
Connect a Provider for Your Organization
Turn on any of your personally linked GitHub or Jira accounts for organization-wide use from the Connections screen.
Connect a Team to Azure DevOps
Team Settings has Azure DevOps Project and Team ID fields, but there's no way to link an Azure account today, so this screen isn't reachable in practice.
Connect a Team to GitHub
Pick a GitHub project and repository, map its Iteration, Status, and Estimate fields, and link the repositories a team works in.
Connect a Team to Jira
Name a team, pick a connected Jira organization, then choose its Project and Board to tie the team's work to Jira.
Create a New Organization or Board
Both start blank with no name prompt — a new organization gets an auto-generated name, while a new board drops you straight into its settings to name it.
Invite a Team Member
Send an invitation email with a seat type of Contributor or Leader, or generate a shareable invite link instead.
Manage a Member's Seat Type and Access
Change an active member's seat type between Contributor and Leader, and grant or remove their access to individual boards.
Manage Your Organization's Profile
Change your organization's name and logo directly, verify a code by email to change the billing email, or delete the organization entirely.
Find the Organization Menu
Organization administration lives behind a small menu icon next to your org's row in the switcher, opening six cards: Settings, Connections, Members, Teams, Boards, and Execution Hierarchy.
Set a Team's Capacity and Workflow Preferences
Set a team's default issue type, per-member point cap, lead time target, and member allocation percentages in its Preferences section.
Understand Your Organization's Subscription
The Subscription section on your organization's Settings page shows your plan and usage across seven modules, from seats to AI credits.
View Billing History and Invoices
The Billing History screen shows your upcoming invoice, payment method, past invoices with line items, and every billing period.