Workspace Settings

Workspace tabs control how your entire Space operates. This page covers General, Fields, Presets, AI, and Advanced. Most controls are capability-gated rather than strictly Owner/Admin-only — see Settings by Role. For Access (people, role policy, Teams, sharing audit), see Roles & Permissions; for Integrations, see Integrations; for Automations, see Automations.

General#

Identity#

• Cover photo & color: Shown on the Space card and throughout navigation.
• Space name & description: The display name and a short description of what the Space is for.

Display#

• Status icon: Choose how the status indicator appears on items — a status badge or a progress ring/checkbox.

Terminology#

Task types and project types are configured here, in the Terminology group:

1. Open Settings → General → Terminology.
2. Add a type, give it a name (e.g., "Recording", "Editing", "Sound Design"), and choose an icon.
3. Reorder types by dragging; deleting a type reassigns its items to the default type.

Once created, types appear in the create dialog, detail panels, and as filter/group options across all views. See Task Types for usage details. Space-wide terminology (renaming "Projects," "Tasks," etc. to match your industry) is also configured here and reflected instantly across the entire UI.

Fields#

Custom Statuses#

Create workflow stages that match your production process, from Settings → Fields → Workflow.

1. Click Add Status.
2. Enter a name (e.g., "Recording", "Editing", "Quality Check").
3. Choose a color for visual identification.
4. Select a Category:
   • Active: Work is in progress (contributes to "open" item counts).
   • Closed: Work is complete (contributes to "done" item counts).

Drag statuses to reorder them. The order determines column arrangement in Board View, the suggested progression when updating status, and grouping order in List View. Set which status new items receive by default — typically your first "Active" status like "To Do" or "Backlog".

Custom Fields#

Extend Cuevue's data model with fields specific to your workflow, from Settings → Fields. Custom fields appear on Projects, Tasks, and in all views.

Field Types#

Creating Custom Fields#

1. Open Settings → Fields and click Add Field.
2. Choose a field type and enter a name.
3. For Dropdown, Multi-Select, Tags, AI Select, and AI Multi-Select fields, define the available options and optional colors. AI Select and AI Multi-Select can't generate until they have at least one option.
4. For AI fields, write the AI Prompt Template (see AI fields below).
5. Optionally add an AI hint — a short description of what the field means (up to 280 characters). Cue reads it when it answers questions, plans actions, or uses this field as context for another AI field. It's used by Cue only and never shown to reviewers or exported.

AI Fields#

AI Text, AI Select, and AI Multi-Select fields are filled by Cue when someone clicks the generate button on the field, runs Generate for all on its column, or — if you opt in — automatically while the field is empty. Each AI field has:

• AI Prompt Template: The instruction Cue follows. Type @ to insert a field as a {{Field Name}} token; Cue replaces it with that project's value and also passes the field to the model as context. + Add column below the prompt opens the same picker and inserts the token at the cursor. Built-in tokens are {{title}}, {{description}}, {{space_name}}, {{space_description}}, and {{transcript}}. The Space name and Space description (from General) are always given to Cue as context, whether or not the prompt uses their tokens.
• Include transcript: On by default. Sends the project's latest transcript to the model. Turn it off for prompts that only need the project's own fields.
• Fill automatically when empty: Off by default. Cue fills the field for a project while it's still empty — a value that's already set is never overwritten. It runs when:
  • A transcript finishes, if Include transcript is also on. These runs use the Space owner's AI credits.
  • The last blank field the prompt uses gets filled in — from the List, the project panel, or any other view in the Space. Cue waits until every field the prompt uses has a value (the transcript and Space info don't count). This runs from the browser of the person who filled it in and uses their plan's AI credits, the same as clicking generate.

Members and above can generate; Guests can't. For limits and the generation flow, see AI-Assisted Field Generation.

Once created, custom fields appear as columns in List View, on cards in Board View (if enabled), in the item detail panel, as grouping options, and as filter criteria in every view.

Presets#

Manage shared presets and the defaults applied to new items, from Settings → Presets:

• Defaults on create: Pick a default preset for new Projects and a default preset for new Tasks. Manual values you enter always take priority over the preset.
• Preset library: Browse, rename, and delete the shared presets available in this Space.

AI#

Configure Cue's behavior for this Space, from Settings → AI:

• Cue agent: Turn Cue off entirely for the Space — when off, Cue takes no unattended action (scheduled and @Cue-triggered runs are skipped), and it writes no new memories.
• Knowledge: Toggle which sources Cue can read from (transcripts, comments, documents, project metadata, and more), plus Auto-transcribe video uploads — automatically extract and transcribe audio from uploaded video. Off by default; when it is off, start transcription manually instead.
• Actions: Choose who can run actions Cue plans via Cmd+K, and set the undo window — how long an executed action stays undoable from Activity. Preview before running is your own personal setting and applies across every Space.
• Models: Choose the model Cue uses for Ask (answering questions) and for Actions & automations (planning and running actions — scheduled runs always use the fast model).

Advanced#

Owner-only. Archived items, reviewer defaults, and irreversible actions, from Settings → Advanced:

Archived#

• Archived Projects: Restore Projects you've archived from this Space.
• Archived spaces: Restore Spaces you've archived.
• Deleted files: Restore files deleted recently — see the retention window on the page itself.

Review & Sharing#

• Watermark reviewer playback by default: Tile the reviewer's name diagonally over video for new share links. You can override this per link. Studio plan required.

Danger Zone#

• Archive/Unarchive this Space: Hides the Space from navigation but preserves all data; unarchive to restore it. This is the closest thing to "locking" a Space — Cuevue has no separate lock state.
• Delete this Space permanently: Type the Space's name to confirm. Removes all Projects, Tasks, Versions, Comments, and files. Cannot be undone.