Settings pack in Leanbase
A Settings Pack bundles key settings like task types, custom fields, statuses, labels, and automation to streamline workflows. It ensures consistency and simplifies customization across projects.
Apply settings pack to board
To apply a Settings Pack to a board:
Go to the board where you want to apply the pack.
Open the Settings menu.
Choose the desired Settings pack from the list.
Select Apply to current board.
Unapply settings pack from board
If you need to remove a Settings Pack from a board:
Go to the board where you want to apply the pack.
Open the Settings menu.
Select the Settings pack.
Click on Remove from this board.
#Manage settings pack
To manage your Settings Packs:
Navigate to the Workspace settings section.
View the list of existing Settings packs.
Click on three-dot menu next to a Settings pack. You can perform the following actions:
Edit: Update the configurations of a pack as needed.
Assign: Assign the pack to a board by selecting an existing board from the list.
Delete: Remove a pack permanently.
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