This article will help workspace owners to configure and use workspace item removal rules. The user must be an owner of a workspace to configure rules.
Overview
Workspace removal rules allow the workspace owner to configure a set of rules that will remove items from the workspace. This can be useful to help remove items that no longer meet the workspace's criteria, such as items that have been reassigned to other teams or have been resolved.
Configuring Removal Rules
Follow these steps to configure a workspace removal rule:
- In the Work Management Toolbar, click View Applications.
- Click the Workspaces application tile.
- In the Workspaces toolbar, select Workspace.
- In the left navigation menu, click Settings.
- Click New Remove Rule.
- Select the Item Type.
- Click Next.
- Set your Title, Description, and Filters.
- Click Save.
Running Removal Rules
Removal Rules do not run automatically, so you will need to periodically use the Run Rule action in the Rules list page to run the removal rule.