Workspace Settings
Workspace settings control how your entire Space operates. These settings are managed by Owners and Admins and affect all members of the Space.
General Settings
Space Name & Branding
- Space Name: The display name shown in the Spaces list and navigation.
- Primary Color: Choose a color for your Space’s identity. This color appears on icons, status dots, and highlights throughout the dashboard.
Terminology
Customize the names of core entities to match your industry:
| Default Term | Example Alternatives |
|---|---|
| Projects | Episodes, Scenes, Features |
| Tasks | Segments, Shots, Steps |
| Subtasks | Steps, Milestones, Scenes |
Changes to terminology are reflected instantly across the entire UI, including navigation, buttons, and help text within the app.
Task Types
Define the kinds of work your team performs. Task types let you categorize tasks beyond status and priority — useful when your Space includes different disciplines or departments.
Creating Task Types
- Navigate to Space Settings → Task Types.
- Click Add Type.
- Enter a name (e.g., “Recording”, “Editing”, “Sound Design”, “Marketing”).
- Choose an icon for visual identification.
Managing Task Types
- Reorder: Drag types to control their order in dropdowns and filters.
- Default Type: Set which type is automatically applied to new tasks.
- Edit or Delete: Rename or remove types as your workflow evolves.
[!NOTE] Deleting a task type does not delete the tasks assigned to it. Those tasks will revert to the default type.
Once created, task types appear in the create dialog, detail panels, and as filter/group options across all views. See Task Types for usage details.
Custom Statuses
Create workflow statuses that match your production process. Unlike the default statuses, custom statuses let you define exactly how work flows through your pipeline.
Creating Statuses
- Navigate to Space Settings → Statuses.
- Click Add Status.
- Enter a name (e.g., “Recording”, “Editing”, “Quality Check”).
- Choose a color for visual identification.
- Select a Category:
- Active: Work is in progress (contributes to “open” item counts).
- Closed: Work is complete (contributes to “done” item counts).
Status Order
Drag statuses to reorder them. The order determines:
- Column arrangement in Board View.
- Suggested progression when updating status.
- Grouping order in List View.
Default Status
Set which status new items receive when created. Typically this is your first “Active” status like “To Do” or “Backlog”.
[!TIP] Use clear, action-oriented names for statuses. “In Review” is more informative than “Phase 3”.
Custom Fields
Extend Cuevue’s data model with fields specific to your workflow. Custom fields appear on Projects, Tasks, and in all views.
Field Types
| Type | Description | Example Use |
|---|---|---|
| Text | Single line of text | Guest Name, Episode Number |
| Number | Numeric values | BPM, Word Count, Budget |
| Date | Date picker | Interview Date, Recording Date |
| Select | Single choice from options | Priority (High/Medium/Low), Client |
| Multi-select | Multiple choices | Tags, Categories, Platforms |
| Checkbox | True/false toggle | Requires Approval, Has Sponsor |
Creating Custom Fields
- Navigate to Space Settings → Custom Fields.
- Click Add Field.
- Choose a field type and enter a name.
- For Select/Multi-select fields, define the available options and optional colors.
- Choose visibility: show in all views or specific views only.
Using Custom Fields
Once created, custom fields appear:
- As columns in List View.
- On cards in Board View (if enabled in card settings).
- In the item detail panel.
- As grouping options in Board and Timeline views.
- As filter criteria in all views.
Field Options (Select Types)
For Select and Multi-select fields, you can:
- Define option labels (“High”, “Medium”, “Low”).
- Assign colors to options for visual distinction.
- Reorder options to control dropdown order.
[!NOTE] Deleting a custom field removes it from all items. The data cannot be recovered. Consider renaming or hiding fields instead of deleting them.
Password Protection
Add security gates to Public Review Links.
Space-Level Password
- Navigate to Space Settings → Security.
- Toggle Require Password for Public Links.
- Enter a password that reviewers will need to access shared content.
When enabled, anyone opening any public review link for that Space must enter the Space password first.
Link-Level Password (Per Link)
From the Review header, open the Share Settings menu and set password protection for the current link only.
[!IMPORTANT] Space-level and link-level passwords can be used together. If both are enabled, reviewers must pass both gates.
Danger Zone
Locking a Space
Lock a Space to prevent any new projects, versions, or edits. Use this when:
- A season is wrapped and you want a read-only archive.
- You’re preserving a historical record for auditing.
Locked Spaces can still be viewed and searched, but no modifications are allowed.
Deleting a Space
Permanently delete a Space and all its contents. This action:
- Removes all Projects, Tasks, Versions, Comments, and Docs.
- Cannot be undone.
- Requires confirmation and re-authentication.
Only the Space Owner can delete a Space.
[!CAUTION] Before deleting a Space, consider exporting your data using the Export features to preserve a record of your work.