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Guide for workspace admins

Set up the workspace, invite people, shape workflows, connect tools and manage the plan.

Owners and admins set NaatOps up for everyone else. Here's a checklist for a new workspace.

Set-up checklist

  1. Time zone. In Settings › Workspace, set the time zone. It decides when sprints start and end and how times read in alerts.
  2. Invite people. Settings › Members › Invite someone. Pick each person's role carefully; see Roles and permissions.
  3. Teams. In Settings › Teams, create teams such as Mobile squad and Payments squad, add people and give them team roles. Teams filter boards and sprints and group the capacity view.
  4. Workflow. In Settings › Workflows, adjust the statuses issues move through (Backlog, Ready, In Progress, In Review, QA, Done by default), their order and, if you want to restrict them, the allowed moves.
  5. Issue types and fields. Rename issue types and add custom fields you need, such as Client ticket or Billable. See Workspace settings.
  6. Import. Bring your Jira backlog in Settings › Import and test cases from Excel in each project's Tests tab. See Import from Jira or CSV.
  7. Repositories. In Settings › Repositories, choose Add repository for each Git repository and paste the webhook details into GitHub, so commits, pull requests and builds show on issues. See Pipelines and code.
  8. Chat alerts. Send issue alerts to Slack, Microsoft Teams or Google Chat from Settings › Chat alerts.
  9. Automation. Add rules from templates in Settings › Automation. See Automation rules.
  10. Plan and billing. Choose a plan and add your GSTIN in Settings › Billing. See Plans, billing and invoices.

Day to day

  • Archive a finished project from the project's ⋯ menu. It leaves the sidebar, boards and reports and stops counting toward your plan. Restore it from Settings › Workspace.
  • Restore a deleted issue from Settings › Workspace › Archived issues.
  • Offboard someone who has left in Settings › Members: remove them and their access and API tokens stop at once. Change a role from the same list. See Roles and permissions.
  • Check the audit log in Settings › Audit log to see sign-ins, failed sign-ins, role changes, billing, settings changes, deleted work and exports. Filter it and download it as CSV for a security review.
  • Export your data from Settings › Workspace when a client or auditor asks for it.
  • Watch your usage in Settings › Billing: users, projects, test cases and API runs this month against the plan.
  • API tokens for scripts and integrations are in each person's Settings › My account. Bots for editor plugins are in Settings › Bots; a bot's key is shown only once.