Workspace settings
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Everything on this page is an admin setting. Most of them you touch once, in the first week, and then never think about again — which is exactly why they are worth ten minutes now.
Modules
Section titled “Modules”dotby ships more surfaces than most teams want. Switch off the ones you do not use and the app gets smaller.
| Module | What it turns off |
|---|---|
| Chats | Workspace channels and DMs |
| Project chats | The chat tab inside a project |
| Wiki | Workspace-wide pages |
| Project pages | The doc tree inside a project |
| Whiteboards | The canvas |
| Schema designer (ERD) | Database diagrams |
| Office preview | Inline Word / Excel / PowerPoint rendering |
| Initiatives | The layer above projects |
Turning a module off hides it for everyone, admins included — the sidebar tile, the command palette entries, the tabs, the menus. It is concealment, not a disabled button, so nobody discovers a feature they cannot use.
Turn it back on and everything that was there is still there. Nothing is deleted.
Workspace timezone
Section titled “Workspace timezone”Set this once, on day one.
Every daily chart in dotby — burn-ups, snapshots, the day ledger — closes its day at midnight in your workspace timezone, not on a server clock in another hemisphere. A team in São Paulo should not have their Tuesday end at 9 p.m.
You can change it later. Recorded history stays exactly where it was; only future days use the new boundary.
Archive instead of delete
Section titled “Archive instead of delete”Archiving is dotby’s answer to “the board is cluttered but I do not want to lose anything”.
Auto-archive files old finished work away on a schedule, and it takes two separate periods:
| Setting | Applies to |
|---|---|
| Completed after | Tasks in a Completed status |
| Canceled after | Tasks in a Canceled status |
They are separate on purpose. “Done nine months ago” and “dropped nine months ago” do not age the same way, and a single setting forces a compromise that is wrong for one of them.
Archived tasks are never gone. Every project has one archive, newest first, and one click brings a task back to its original column.
Trash and restore
Section titled “Trash and restore”Deletion is reversible everywhere it matters.
| Deleted | Recoverable for |
|---|---|
| A project | 7 days |
| A whole workspace | 30 days |
Deleting a workspace also pauses billing automatically for those 30 days. If you change your mind, one click brings everything back — projects, history, and the subscription.
Feature defaults for new projects
Section titled “Feature defaults for new projects”Projects carry their own toggles — which properties and tabs that project uses. Setting sensible defaults means project number nine is born configured the way your team works, instead of being configured by whoever happened to create it.
Hand over the workspace
Section titled “Hand over the workspace”Leaving the company, or handing a client their own workspace?
Transfer ownership moves the whole workspace to a teammate in two clicks. Projects, history, members, and billing stay intact. Nothing is exported and re-imported, and no links break.
Project leads transfer the same way, at project level.
The audit log
Section titled “The audit log”Every meaningful change is written down — who did it, when, and what changed. Role changes, permission grants, deletions, plan changes.
Reading the audit log requires either an admin, or a manager who has been
granted the audit.view capability. See Roles and
permissions.
Status set defaults
Section titled “Status set defaults”Mark one status set as the workspace default and every new project starts with your team’s real workflow instead of the generic five columns.
- Roles and permissions — who can do what.
- Plans and billing — seats and limits.
- Statuses and workflow — workflow defaults.