Data classification allows Enterprise Plan users to assign labels to their boards to specify the board content sensitivity level.
Available for: Enterprise Plan
Available on: desktop, tablet
Who can do it: Company Admins
Data classification settings
You will find the classification settings in the Data classification section of your Company settings.
Click Set up classification to activate classification labels for your Enterprise organization.
Setting up classification labels
Customizing classification labels
Company Admins can create and customize up to 30 different labels, and set a Default classification label for all new boards in the organization.
Within the Classification settings you will see 4 labels already created, which you can customize.
- To create a new classification, click + Add level. To modify a label, click the three dots (...) and select Edit
- Set the classification Level, add a Name, add a Description, and change the Badge color
- If you would like to add a reference for board users, add a Link to guidelines
- You can see what your label will look like under Preview
- When you're finished editing, click Done
- You can also click the up or down arrows to reorder your classification labels
- Click Publish to finalize the changes
Editing a label
To delete a label, click the trash icon. Note that you cannot delete the default label.
Deleting a label
You can also add a link to your company's classification guidelines where collaborators can learn more about the existing data classification policies.
Classification guidelines link
- Data classification is an internal suggestion and has no impact on the board sharing settings. This means boards can be shared beyond their classification.
Boards that were created before the feature was enabled will be marked as not classified.
Duplicating a board will copy the current data classification label on the new board copy.
Adding the default label on Company level
Choose a default classification label for newly created boards - every new board that gets created in the Enterprise organization will be assigned the default label.
To set up a default label for your organization, tick the Default classification label box.
Setting up the default classification label
Adding the default label on Team level
Set up by: Company Admins, Team Admins
Company and Team Admins can enable the Override default label and set a default label at the team level: every new board that gets created in the team will be assigned with this new default label overriding the default label set on the Company level. To enable this setting, navigate to Team settings > Permissions and scroll down.
Note that you can set the team override label only if the data classification setting is enabled at the Company level. For newly created teams, this setting is disabled if you choose the default settings when creating a team.
Data classification setting on the Team level
Adding classification labels to boards
Set up by: board owners, board co-owners, editors who are members of the team, Company Admins with Content Admins permissions
If data classification is enabled in your Company settings, users can see and change the board labels. The data classification label appears as a badge next to the board name. When hovering over the badge, collaborators can see a tooltip with the label name and description.
The board owner, board co-owners, editors who are members of the team, and Company Admins with Content Admins permissions can update the classification label either by clicking the classification badge or from the board details. Select a label and click Update. If the Company Admin added a link to guidelines in the settings, the user can follow the link on the pop-up to get more details.
Changing the data classification label on the board
Data classification filter on the dashboard
Users on Enterprise plan with enabled data classification can filter their boards by labels on the dashboard. Any classification is selected by default.
Board classification filter on the dashboard