Board 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
Configuring board classification
Set up by: Company Admins
You will find the Board classification settings in the Security tab of your Company settings. Enable the toggle to activate the board classification on your Enterprise organization.
Board classification settings on Enterprise plan
Company Admins can enable and configure up to 9 different labels and set one of them as default for all new boards in the organization. By default, you will see 4 labels which you can customize. To change a label, click the three dots and select Edit. Modify the label name, color, and description and click Save. In the editing mode, you can see the label preview.
Editing a label
To delete a label, click the three dots and select the corresponding option. 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 guideline URL setting
Please note:
- Board classification is an internal suggestion and has no impact on the board sharing settings. This means boards can be shared beyond their classification.
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Boards that were created before the feature was enabled will be marked as not classified.
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Duplicating a board will copy the current data classification label on the new board copy.
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Labels are currently not displayed in presentation mode, in Smart meetings mode, and on mobile.
Adding the default label on Company level
Choose the default classification label for newly created boards - every new board that gets created in the Enterprise organization will be assigned the default label.
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.
Board 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 board classification is enabled in your Company settings, users can see and change the board labels. The data classification label is visible in the top left corner of the board. When hovering over the icon, 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 icon 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 board classification label on the board with the updated user interface
Board 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