How-To Guides
5 min read

Structuring Workspaces and Boards

Design a workspace and board hierarchy that keeps your teams organized, data isolated, and navigation fast.

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:

PatternGroups
Status workflowBacklog, Ready, In Progress, Review, Done
SprintsSprint 1, Sprint 2, Sprint 3, Backlog
PhasesDiscovery, Design, Development, Launch
ClientClient 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:

  1. Create one workspace for the project.
  2. Create boards by function: “Design”, “Engineering”, “Marketing”.
  3. Use @mentions and comments to coordinate across boards.
  4. 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.