Site Settings

Site settings control workspace-wide configuration. Most options are only visible to Owners and Admins — regular users see a subset (mainly their own profile and the workspace info).

Open settings from the gear icon in the sidebar, or use the Command Palette and type settings.

Looking for deployment docs?

For server installation, upgrades, and production setup, see the Admin Guide.

Site

Health

Real-time status of the services Truetask depends on:

• Database — the PocketBase connection
• API — the FastAPI service
• MCP — the MCP server (if enabled)

Use this page to diagnose connectivity issues or verify everything is up after an update.

License

View and manage your license — type, expiry, update window, and more. See License for the full guide.

Updates

Shows the currently installed version and links to the upgrade documentation.

General

Identity

Workspace branding:

• Workspace Name — shown in the sidebar header and browser title
• Logo — upload a custom logo to replace the Truetask default

Regional

• Week Start — first day of the week (Monday or Sunday) for calendar views
• Date Format — how dates are shown across the app
• Time Format — 12-hour or 24-hour

Board Templates

Manage reusable board templates. Save any board as a template and let users create new boards from it. See Boards → Templates for the user-facing side.

Members and Teams

User Directory

View and manage every user in the workspace:

• Search by name or email
• Filter by role or authentication source (local, LDAP, OAuth)
• Change roles — Owner, Admin, Lead, User, or Guest
• Enable / disable accounts — disabled users can't sign in, but their data is preserved
• Invite new users by email

Groups

User groups let you assign and mention many users at once:

• Create a group with a name and a list of members
• Assign a group to a task — every member becomes an assignee
• @mention a group in a comment — every member is notified
• Edit or delete groups any time

Audit and Security

Audit Log

An append-only log of every action in the system:

• Filter by user, board, entity type, action, or date range
• Chain integrity — each entry links to the previous via SHA-256, so tampering is detectable
• Verify chain integrity with one click
• Export as HTML with SOC 2 Type II and ISO 27001 Annex A mapping

Active Sessions

All active sessions across the workspace:

• Browser and IP for each session
• Last activity timestamp
• Revoke any session to force sign-out

Integrations

AI

Configure AI features workspace-wide:

• Enable / disable AI globally
• Endpoint — URL of your AI model (OpenAI, Anthropic, Ollama, LM Studio, or any compatible endpoint)
• API Key — stored encrypted
• Model — which model to use

AI requests go directly from your Truetask instance to the configured endpoint. No data passes through Truetask's servers or any third party.

API Tokens

Create and manage tokens for programmatic access. See API & Webhooks.

Webhooks

Event-driven integrations over HTTP. See API & Webhooks.

Git

Connect GitHub or GitLab to reference pull requests and issues directly in tasks. When configured, pasting a GitHub PR or GitLab MR URL into a description or comment creates a live-linked reference with status and metadata.

Server

Most of these are configured during installation. See the Admin Guide for deployment-focused docs.

SMTP

Outgoing email for notifications, password resets, and board invitations:

• Host, port, username, password — your mail server credentials
• Sender name and address — the "from" field on outgoing emails
• TLS — enable or disable transport encryption
• Test connection — verify the settings before saving

Without SMTP configured, email notifications won't work and users can't reset their own passwords.

OAuth2

Configure external identity providers for single sign-on:

• Google Workspace, Azure AD, Okta, GitHub, GitLab, or any custom OIDC provider
• Each provider needs a client ID, client secret, and redirect URL
• Configured providers appear as SSO buttons on the login page

Active Directory (LDAP)

Sync users from Active Directory or any LDAP-compatible directory:

• Server — host, port, base DN, bind credentials
• OU filtering — sync users from specific organizational units only
• Sync interval — automatic sync every 1-24 hours
• Hybrid auth — LDAP authentication with local password fallback
• Manual sync — trigger an immediate sync

Backups

Automated backup management:

• Schedule — set backup frequency (for example, daily at 4:00 AM)
• Retention — how many backups to keep (e.g. last 7 daily backups)
• Manual backup — run a backup right now
• Restore — restore from a previous backup point

S3 Storage

S3-compatible object storage for file attachments and backups:

• Works with AWS S3, MinIO, Backblaze B2, and any S3-compatible service
• Enter bucket name, region, access key, and secret key
• Test connection before saving

Data Retention

Automatic cleanup schedules for operational data:

Data	Default	Configurable
Audit logs	Keep all	Days to retain
Notifications	Keep all	Days to retain
Sessions	Keep all	Days to retain
Webhook logs	Keep all	Days to retain
Error logs	Keep all	Days to retain

Retention runs automatically. Data older than the configured period is permanently deleted.

Workspace Export

Export everything in the workspace as a portable JSON file:

• Includes all boards, tasks, lists, tags, members, custom fields, and automations
• Use for migration, backup, or auditing

Very large workspaces can take a few minutes to export.