Choosing the right structure early saves significant reorganization later. Here’s the mental model for workspaces and boards in TskVlo.
The Hierarchy
Account
└── Workspace (team, client, or department)
└── Board (project, workflow, or process)
└── Group (sprint, phase, or status column)
└── Item (task, ticket, or deliverable)
└── Subtask (nested as deep as you need)
Subtasks can have subtasks of their own. Add one from a row’s … menu or the quick-add button in Table view, or in the item detail panel. My Tasks shows your subtasks nested under their parent, so deep hierarchies stay readable.
When to Create a New Workspace
Create a workspace for:
- Separate clients — keeps client data fully isolated
- Departments — if Engineering and Marketing don’t need to see each other’s work
- Major product lines — if they have different teams and billing
Do NOT create a workspace for every project — use boards within a workspace instead.
When to Create a New Board
One board = one workflow or project. Create a board for:
- A client project (“Acme Website Redesign”)
- A recurring process (“Content Calendar”)
- A team’s backlog (“Engineering Backlog”)
Keep the number of boards manageable (5–15 per workspace). Too many boards = navigation friction.
Designing Board Groups
Groups are columns in Kanban and sections in Table view. Use them to represent:
| Pattern | Groups |
|---|---|
| Status workflow | Backlog, Ready, In Progress, Review, Done |
| Sprints | Sprint 1, Sprint 2, Sprint 3, Backlog |
| Phases | Discovery, Design, Development, Launch |
| Client | Client A, Client B, Internal |
Pick one pattern per board. Mixing patterns on the same board gets confusing.
Multi-Team Collaboration
If multiple teams collaborate on the same project:
- Create one workspace for the project.
- Create boards by function: “Design”, “Engineering”, “Marketing”.
- Use @mentions and comments to coordinate across boards.
- Use item dependencies to make blocking work explicit.
Moving work between boards
When a task belongs on another team’s board, you can move it there through the TskVlo MCP server — for example by asking your AI assistant. The task moves with all its subtasks. Field values carry over wherever the target board has a field with the same name and type (Status and Tags options are matched by label); values without a match are dropped, and the result tells you how many moved and how many were dropped. The dashboard itself doesn’t have a move-to-board action yet.
For Agencies: Client Workspace Pattern
Workspace: Acme Corp
├── Board: Website Redesign (project)
├── Board: Monthly Retainer (ongoing work)
└── Board: Bug Tracker (support)
Workspace: Beta GmbH
├── Board: Brand Refresh
└── Board: Social Campaign Q3
For Software Teams: Single Workspace Pattern
Workspace: Product Team
├── Board: Engineering Backlog
├── Board: Design System
├── Board: Marketing Site
└── Board: Bug Tracker
Make the Workspace Yours
Workspace owners and admins can open Workspace settings → Branding to upload a logo and set a brand color. The logo appears in the sidebar for everyone in the workspace, and both logo and brand color are used on the public share links of the workspace’s boards — handy when clients look at their project board. See Appearance and Branding.
Keep an Eye on Storage
Every workspace has a storage quota, set by the TskVlo team. Any member can check current usage in Workspace settings → Storage. A warning shows once usage passes 90%; when the quota is exceeded, new file, comment, and Wiki uploads are blocked until space is freed or the quota is raised.
Tips
- Start simple — one workspace, a few boards. Expand only when you hit real friction.
- Archive boards when projects end instead of deleting them. Archived boards retain all data.
- Use board naming conventions: “[Client] [Project]” or “[Team] [Workflow]” for consistency.
