Data classification

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

You will find the classification settings in the Data classification section of your Company settings.

Setting up classification labels

Navigate to the Data classification area of your Company settings. Click Set up classification to activate classification labels for your Enterprise organization.

Setting up classification labels

Adding new 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 Data classification settings, you will see four labels already created, which you can customize. You can also create new labels to suit your organization’s needs.

To create a new classification:

1. Click the Edit classification levels button 
2. Click Add level
3. Set the classification Level, add a Name, add a Description, and change the Badge color 
4. If you would like to add a reference for board users, add a Link to guidelines
5. You can see what your label will look like under Preview
6. When you're finished editing, click Done
7. You can also click the move up (Ʌ) or move down (V) arrows to reorder your classification labels
8. Click Publish to finalize the changes
   Adding a new data classification label

Customizing classification drafts

When you create or edit a classification label, your changes are saved as a draft and are not published until you click the Publish button. This means that you can exit the classification configuration and come back to it at any time.

To edit a classification without a draft saved:

1. Click the Edit classification levels button
2. Click the Edit pencil icon
3. Make your changes and click Done
4. Click Publish to finalize the changes
   Editing a data classification label

To edit a classification with a draft saved:

1. From the Data classification panel, click Resume configuration
2. Follow steps 2-4 aboveResuming data classification edits

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

Please note:

• 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.

• Labels are currently not displayed in presentation mode, in Smart meetings mode, and on mobile.

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