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Glossary

Plain-language meanings of the words used in IdeaLine.

1 min read
TermMeaning
WorkspaceYour team’s space in IdeaLine, with its own people, settings and data.
ProjectA unit of work with a title, status and usually a due date. Shows on the Calendar and Board.
IdeaA thought that is not a project yet. Lives on the IdeaLine tab and moves through five stages.
StatusWhere a project is in your workflow, such as Backlog or Done.
TypeThe kind of work, such as Campaign or Email.
LabelA colored tag on a project.
SubtaskA smaller step inside a project.
TemplateA saved starting point for new projects.
RepositoryLinks to files that stay in your cloud storage.
ContactA client, department, partner, agency or stakeholder you tag on projects. Not a person with an account.
Brand kitOne brand’s colors, logos, fonts and voice notes.
SeatA place for one person with an account. Contacts do not use seats.
RoleWhat a person can do: Owner, Admin, Editor, Contributor, Member or Visitor.
Permission levelFull, Standard or View only. Can only reduce a role.
ViewWhich sections of IdeaLine a person sees.
Read-only linkA private address that shows one project to anyone who has it.
Calendar linkA private address that your own calendar app subscribes to.
Two-step sign-inA 6-digit code from an authenticator app, added to your password.
Recovery codeA one-time code for signing in if you lose your phone.
WebhookA web address IdeaLine posts alerts to.
History windowHow far back the Dashboard and Activity look.

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