Understand personal and team work, list and board views, and relationship choices before setup.
Personal work or team work?#
A personal task workflow keeps records within its explicit personal-access rules. A shared team workflow makes the permitted work available to its members. A workspace manager does not automatically acquire access to another person’s private personal tasks.
| Choice | When it fits | What it changes |
|---|---|---|
| Personal | Work you manage privately. | Uses the selected personal visibility rules; do not use it to share a team queue implicitly. |
| Team | Work that colleagues need to coordinate. | Uses shared membership, assignment and editing permissions. Review who can see and change records. |
| List | A compact ordered view of work. | Emphasises individual tasks, due dates and completion. |
| Board | A visual flow through statuses. | Groups work by stage; it does not change the underlying privacy or ownership. |
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.