Workspace setup: the complete guide

This guide collects every workspace setting, its default, its limits and who can change it. Each section links to a short task page.

Where each setting lives #

Workspace, General

Company profile. Manage product settings.

Workspace, Time periods

Periods, business cadence, fiscal year, default filter. Manage time periods.

Workspace, Tags

Workspace tags. Manage tags.

Workspace, Teams

Teams and sub-teams. Manage teams.

Workspace, Members

Members, invitations and roles. Manage members.

Goals, Check-ins

Check-in reminders. Manage product settings.

Goals, Advanced features

Goal feature switches. Manage product settings.

Goals, Terminology

Goal type names. Manage product settings.

AI & agents, Capabilities

AI feature switches. Manage product settings.

Features, Digest & briefs

Daily briefing and weekly digest. Manage product settings.

Each permission belongs to Owners and Admins by default, and a custom role can change that. See Roles & permissions.

Time periods #

• Create: Create a time period. Add Time Period asks for Name, Type (Month, Quarter, Half Year, Year, Custom; Quarter default), Status (Past, Current, Next; Current default), start and end date.
• The + at the end of a type's row adds the next period of that type, with no dialog.
• Edit: hover a badge, click the pencil, change it and click Update Time Period.
• A new period with a name already in use isn't saved, and no error shows. Give each period a unique name.
• Creating a period as Current doesn't change other periods.
• Roll over: Roll over to a new time period. Set as current time period on a badge makes it Current. Other periods of that type become Past if they ended before it starts, otherwise Next.
• What Current drives: What the Current time period does. New goals default to the latest Current period, or the parent's. Check in lists only Current-period goals. Views without a saved filter show Current periods.
• Badges: green Current, blue Next, grey Past. Icons: full circle year, half circle half year, quarter segment quarter, month icon month, empty circle Custom.
• New workspace on calendar quarters: last quarter Past, this quarter Current, next two quarters Next, this year Current, next year Next.
• Multi-year: Plan goals longer than a year. A Custom period takes any start and end, as long as start comes first.
• Deleting a period with goals asks you to move them to another period or delete them. See Time periods.

Check-in reminders #

• Task page: Set up check-in reminders.
• Check-in rhythm turns sends on. Turning it on starts at Mon at 08:30, Pacific time.
• The schedule picks Weekly (any days) or Daily (every N days), Time and Time Zone. It saves when the picker closes.
• Email reminder covers email only. It shows only while the rhythm is on.
• Slack reminder and Teams reminder stay greyed out until that app is connected.
• Every send also adds an in-app notification. It has no switch.
• A scheduled send needs Email reminder or Slack reminder on.
• Turning the rhythm off turns Email reminder off. Turning it back on leaves it off.
• Test Run sends a one-off reminder only to you, on each channel that's on.
• Recipients: active members with goals due on Check in. Members opt out in Notifications.

Terminology and tags #

• Terminology: Rename goals to OKRs, objectives or rocks. Custom Terminology shows Framework, Goal, Metric and Project fields. Framework warns past 12 characters.
• Renaming changes every label and Operator's wording at once. Links don't change.
• Tags: Manage your workspace's tags. New tag adds one; click a name to rename, the dot to recolor, ... then Delete tag to delete.
• Two tags can't share a name, ignoring capitals. Deleting removes the tag from every goal and action, and can't be undone.

Goal and AI features #

• Goal features: Turn on advanced goal features. All start off. Projects is coming soon.
• AI features: Turn AI capabilities on or off. Prompt Recipes starts off.
• Digests: Turn on the daily briefing and weekly digest. Both start off.
• Each switch saves when flipped. If saving fails, an error shows and the switch flips back.

Members and roles #

• Invite: Invite people to your workspace. Invite member, work email, role (Member default; Admin, Observer, Guest), optional team, Invite mode, Add Member.
• Personal and throwaway email domains are refused, and so is someone already in the organization.
• By default, Members can invite only as Members, from Invite team in the main sidebar. Who can invite members on General can limit it to Owners and Admins. Observers and Guests can't invite.
• Invite team takes several emails at once (paste a comma- or line-separated list), and sends them all as Members.
• Provision: Add people before they join. Provision Mode sends no email; status Not invited yet. Pending people can already be picked as goal owners.
• Send invitation on a pending row, or Send invitations (N) for everyone, after a confirmation.
• Roles: Change a member's role. Org Role pill: Org Member, Org Admin, Org Observer, Org Guest. You can't change your own.
• Only the owner sees Org Owner. Choosing it on someone opens Transfer Organization Ownership, and you become an Admin.
• Offboard: Deactivate or reactivate a member. Deactivate user applies at once. Goals stay assigned; meeting capture and connected apps stop.
• The owner can't be deactivated. Nobody can be removed outright.

Teams #

• Create: Create a team. Name up to 100 characters, optional description, owner, optional Parent team, Add Team.
• A new team gets a team view in its members' sidebars. The owner joins as Team Admin.
• Members can create teams from a goal's team picker or the sidebar, without opening Settings.
• Nest: Put a team under another team. Edit team, Parent team, Update Team. Not under itself or its sub-teams.
• Roles: Make someone a Team Admin or team owner. Team Member, Team Admin, Team Owner (via Transfer ownership).
• Deleting a team asks what to do with goals it owns: reassign, make them Company goals, or delete them. Sub-teams become top-level.
• Team Memory holds Strategic focus, How it supports company goals and Out of scope, up to 2,000 characters each.

Company profile #

• Task page: Fill in your company profile.
• At signup Brev reads the company website and fills only empty fields.
• About the company fields take up to 100 characters each. Company description takes up to 2,000.
• Only the owner can change the company name.
• Each field saves on Enter or click-away. Company description saves on click-away, since Enter adds a line.