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Set the rules once, for the whole workspace.

Organise people into teams, control access with members and roles, set your working days and methodology, and keep an audit trail of important changes.

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  • Teams and roles
  • Workspace settings
  • Audit trail
Features

What you can do with Teams, Settings & Governance.

Teams, members and roles, workspace rules, 2FA and an audit trail.

01

Teams

Create teams and see all teams, all people and team analytics.

02

Members & roles

Manage who is in the workspace and what they can do.

03

Working days & capacity

Set your working days and hours, and your resource and capacity rules.

04

Methodology & plan settings

Set up methodology and flow, the plan and Gantt timeline, and milestones and phases.

05

Custom fields & templates

Add custom fields, set up the issue tracker, and manage email templates.

06

Security & audit

Sign in with Google, protect accounts with two-factor authentication, and keep an append-only audit trail.

Why it matters

Control that scales with your projects.

Workspace-wide settings keep projects consistent, and the audit trail shows who changed what.

  • Append-only audit trail
  • Authenticator app two-factor sign-in
  • Custom fields for your own data
  • Email templates you can manage
How it works

Teams, Settings & Governance, step by step.

  1. 1

    Set up your workspace

    Add your general info and working days.

  2. 2

    Add people

    Invite members and assign roles.

  3. 3

    Create teams

    Group people into teams.

  4. 4

    Audit

    Review security and configuration events.

FAQ

Teams, Settings & Governance questions, answered.

Is two-factor sign-in available?

Yes. People can protect their accounts with an authenticator app.

Is there an audit trail?

Yes. Governance keeps an append-only trail of security and configuration events.

Can we add our own fields?

Yes. Custom fields are managed in workspace settings.

More in Momentum

Explore other Momentum modules.

Plans, tasks, issues, time and reports all work from the same project data.

Projects & TemplatesSet up Agile or Waterfall projects with guided setup and reusable templates. Tasks & ViewsWork in List, Board, Gantt, Calendar or Table views, with subtasks and filters. Plan & GanttPhases, milestones, critical path, baselines and rollups on one timeline. Portfolio & ProgramsTrack all projects, programs, budget and actual cost in one place. Goals & OKRsObjectives and key results linked to quarterly delivery. Issues & DefectsLog, triage and resolve issues with table, board and quality views. Time & ResourcesTimesheets, billable hours, capacity planning, approvals and time off. Docs & WhiteboardsProject documents, file uploads and real-time whiteboards. Automation & IntegrationsRules, workflows, intake forms, chat integrations and webhooks. Reports & Earned ValueEarned value, portfolio health, flow, capacity, SLA and a report builder.

See Teams, Settings & Governance in action.

Book a free Momentum demo and we will walk you through teams, settings & governance using scenarios from your business.

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