Settings Reference — Configure Everything

A complete reference for every settings section in Lifecycle. Use this to find any configuration option quickly.

Settings are accessible from the gear icon in the sidebar. Some sections are visible only to Org Admins.

Profile Settings

Settings → Profile

Personal settings for your own account. Visible and editable by every user.

Setting Description
Name Your display name across the organization
Email Your login email. Changing it requires email verification.
Avatar Upload a profile photo or remove the current one. Accepts JPG, PNG, GIF.
Password Change your current password. Requires entering your existing password.

Organization Settings

Settings → Organization — Org Admin only

General

Setting Description
Organization name The name displayed throughout the app and in emails
Logo Upload or remove your org logo (appears in the sidebar and emails)
Website URL Your company's website
Industry Used for onboarding context
Company size Used for onboarding context
Billing email Where invoices and billing notifications are sent
Timezone Default timezone for sprint dates and scheduling
Address Billing address for invoices

Customer Portal

Setting Description
Customer signup enabled Toggle on to activate the public join page at /{org-slug}/join. Toggle off to deactivate it and prevent new customer registrations.

Team Settings

Settings → Team — Org Admin only

Three tabs: Active, Inactive, and Customers.

Active Members Tab

Lists all active team members. For each member, you can:

  • Change their organization role
  • Configure board access (which boards they're on, their role per board)
  • Set weekly hours for capacity planning
  • Set job title
  • Assign to teams
  • Deactivate the account (moves them to the Inactive tab)
  • Trigger a password reset
  • Remove the member permanently

Inactive Members Tab

Lists deactivated members. Their access is suspended but all history is preserved. Reactivate from here to restore access.

Customers Tab

Lists all registered customer portal users. You can remove customer accounts to revoke portal access.

See also: Team Management guide for full detail on inviting, configuring, and organizing team members.

Board Settings

Settings → Board → {board name} — Board Admin or Org Admin only

Board settings are organized into tabs. Each tab controls a different aspect of the board.

Views Tab

Manage the views available on this board.

  • Create a view — New view with a name, display mode (flat or hierarchy), grouping, filters, and column configuration
  • Edit a view — Update name, grouping, filters, default sort, visible columns
  • Set as default — The default view is what members see when opening the board for the first time
  • Reorder views — Drag to change the order views appear in the sidebar
  • View groups — Organize views into named groups (e.g., "Sprint Views," "Planning Views") for larger boards with many views
  • Archive a view — Remove a view from the sidebar without deleting it

Levels Tab

Configure the work item hierarchy for this board.

  • Enable/disable levels — Toggle Stories, Tasks, and Sub-tasks on or off based on how your team works
  • Custom item labels — Rename levels for your team's language (e.g., rename "Story" to "Feature," "Task" to "Ticket," "Sub-task" to "Chore")

Pipeline Tab

Configure deployment stages for this board. Available on R&D boards only.

  • Enable/disable stages — Toggle Predev, Dev, and Production on or off
  • Reorder stages — Change the order stages appear in
  • Custom stage names — Rename stages to match your team's terminology

Statuses Tab

Configure which statuses are active on this board and how they appear.

  • Enable/disable statuses — Each status can be toggled on or off per board. Disabled statuses cannot be assigned to items.
  • Reorder within groups — Drag statuses within their group to change display order
  • Customize colors — Change the color of any status label

Status groups available: Development, Deployment, QA, Blocked, Terminal.

Tip: Disable statuses your team doesn't use. A board with 8 active statuses is easier to navigate than one with all 23 enabled.

Fields Tab

Manage custom fields on this board.

  • Create a field — Name, type (text, number, select, multi-select, tags, url, date), and applicability (which levels it applies to)
  • Edit a field — Change name, options (for select/tags types), default value
  • Add options — For select and tags fields, add new options, change option colors
  • Set applicability — Control whether a field appears on Stories, Tasks, Sub-tasks, or any combination
  • Toggle grouping — Mark a field as "can be used for grouping" to make it available as a group-by option in views

See also: Custom Fields guide for full detail on field types, options, and grouping.

Defaults Tab

Set default field values for new items at each level.

When a new Story, Task, or Sub-task is created, it automatically receives these values. This reduces manual entry for fields that are almost always the same.

Example defaults:

  • New Tasks → Priority: Mid, Stage: Predev, Estimated Hours: 2
  • New Stories → Epic: (empty), Priority: Mid

Defaults can be overridden at creation time.

Members Tab

Manage who has access to this board.

  • Add a member — Search and add any Org User to the board
  • Set board role — Admin, Member, Contributor, or Viewer
  • Remove from board — Revoke board access without affecting org membership

Org Admins always have board access and don't appear in this list (their access is implicit).

Automations Tab

Configure automation rules for this board.

Each automation has:

  • Trigger — The event that starts the automation (status change, field change, item created, sprint started/ended, etc.)
  • Conditions — Optional filters (only trigger when priority is Urgent, only for Tasks, etc.)
  • Actions — What happens (assign to user, change status, send notification, create item, etc.)

Automations run in real time when the trigger condition is met.

See also: Automations guide for trigger types, action types, and examples.

Import Tab

Manage CSV/Excel imports for this board.

  • Upload file — Start a new import
  • Download template — Get a pre-formatted CSV template for this board
  • View history — See past imports with status and error details
  • Resume — Continue an interrupted import

See also: Importing Data guide for the full import workflow.

Projects Tab

Link code projects to this board. Each project can have:

  • Name and description
  • Team assignment
  • GitHub integration — Link to a GitHub repository for PR tracking

AI Agent Tab

Configure the AI Agent for this board.

  • Custom prompt — Override the default AI generation prompt with instructions tailored to your team's conventions
  • Reset to default — Restore the default prompt at any time

See also: AI Agent guide for how the AI Agent works and prompt customization tips.

Custom Fields Settings

Settings → Fields — Org Admin only

Organization-wide field management. Fields created here are available on all boards (subject to per-board configuration).

  • Create field — Name, type, options, and default applicability
  • Edit field — Update name, add/remove options, change option labels and colors
  • Delete field — Permanently removes the field and its values from all items (confirmation required)
  • Set applicability — Which item levels the field applies to by default
  • Toggle grouping — Whether the field can be used as a group-by option

Tip: Spend 30 minutes configuring your board settings when you first create it — the right statuses, fields, and defaults will save hours of manual work later. Everything can be changed after the fact, so don't overthink the initial setup. Start, ship, iterate.

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