Guides

Configuration Guide

Advanced configuration options for ACME Company including workflows, automation, notifications, and performance optimization.

Fine-tune ACME Company to match your team's specific needs and workflows. This guide covers advanced settings, automation, and optimization techniques.

Workflow Configuration

Custom workflow design

Design workflows that match your team's processes:

# Marketing Campaign Workflow
name: "Marketing Campaign"
stages:
  - name: "Ideation"
    color: "#e2e8f0"
    auto_assign: "marketing-lead"
    
  - name: "Planning" 
    color: "#fef3c7"
    required_fields: ["target_audience", "budget"]
    
  - name: "Content Creation"
    color: "#dbeafe"
    parallel_tasks: true
    
  - name: "Review & Approval"
    color: "#fed7aa"
    approval_required: true
    approvers: ["marketing-director", "legal-team"]
    
  - name: "Launch"
    color: "#dcfce7"
    notifications: ["slack", "email"]
    
  - name: "Analysis"
    color: "#f3e8ff"
    auto_create_followup: true

# Software Development Workflow  
name: "Feature Development"
stages:
  - name: "Backlog"
    color: "#f1f5f9"
    
  - name: "In Progress"
    color: "#dbeafe"
    wip_limit: 3
    time_tracking: true
    
  - name: "Code Review"
    color: "#fed7aa"
    github_integration: true
    required_reviewers: 2
    
  - name: "Testing"
    color: "#fde68a"
    automated_tests: true
    
  - name: "Deployed"
    color: "#dcfce7"
    auto_close_linked_issues: true

# Customer Support Workflow
name: "Support Ticket"
stages:
  - name: "New"
    color: "#fee2e2"
    auto_assign: "next_available"
    sla_timer: 24  # hours
    
  - name: "In Progress"
    color: "#fef3c7"
    customer_notifications: true
    
  - name: "Waiting for Customer"
    color: "#e0e7ff"
    pause_sla: true
    auto_reminder: 72  # hours
    
  - name: "Resolved"
    color: "#dcfce7"
    customer_survey: true
    
  - name: "Closed"
    color: "#f1f5f9"
    auto_archive: 30  # days

Workflow rules and automation

Set up rules to automate repetitive tasks:

Round-robin assignment:

// Automatically assign new tasks to team members in rotation
{
  "trigger": "task_created",
  "conditions": {
    "project_id": "support_project",
    "task_type": "support_ticket"
  },
  "action": {
    "assign_to": "round_robin",
    "team": ["john@company.com", "sarah@company.com", "mike@company.com"]
  }
}

Skill-based assignment:

// Assign based on task labels or types
{
  "trigger": "task_created", 
  "conditions": {
    "labels": ["javascript", "frontend"]
  },
  "action": {
    "assign_to": "user_with_skills",
    "required_skills": ["javascript", "react"]
  }
}

Workload balancing:

// Assign to team member with lowest current workload
{
  "trigger": "task_created",
  "action": {
    "assign_to": "least_busy",
    "team": "frontend_developers",
    "max_concurrent_tasks": 5
  }
}

Notification Management

Notification preferences

Configure when and how your team receives updates:

{
  "personal_preferences": {
    "immediate_notifications": [
      "assigned_to_me",
      "mentioned_in_comments", 
      "high_priority_updates"
    ],
    "digest_notifications": {
      "frequency": "daily",
      "time": "09:00",
      "include": ["project_summaries", "deadline_reminders"]
    },
    "channels": {
      "slack": {
        "enabled": true,
        "do_not_disturb": {
          "weekdays": "18:00-09:00",
          "weekends": "all_day"
        }
      },
      "email": {
        "enabled": true,
        "digest_only": true
      },
      "browser": {
        "enabled": true,
        "sound": false
      }
    }
  }
}

{
  "team_defaults": {
    "new_member_notifications": [
      "task_assignments",
      "project_updates",
      "deadline_reminders"
    ],
    "notification_schedule": {
      "business_hours": "09:00-17:00",
      "timezone": "America/New_York",
      "urgent_override": true
    },
    "digest_settings": {
      "weekly_summary": {
        "enabled": true,
        "day": "monday",
        "time": "09:00"
      }
    }
  }
}

{
  "project_overrides": {
    "urgent_projects": {
      "immediate_notifications": "all_updates",
      "channels": ["slack", "email", "sms"],
      "bypass_do_not_disturb": true
    },
    "low_priority_projects": {
      "digest_only": true,
      "frequency": "weekly"
    },
    "client_projects": {
      "external_notifications": {
        "enabled": true,
        "template": "client_friendly",
        "recipients": ["client@company.com"]
      }
    }
  }
}

Smart notification filtering

Reduce notification fatigue with intelligent filtering:

Priority-based filtering:

High priority: Immediate notifications for urgent tasks
Medium priority: Included in daily digest
Low priority: Weekly digest only

Role-based notifications:

Project managers: All project activity
Team members: Assigned tasks and mentions only
Stakeholders: Milestone and deadline updates only

Context-aware timing:

Active hours: Real-time notifications during work hours
Off hours: Batch in next-day digest (unless urgent)
Focus time: Pause notifications during scheduled focus blocks

Integration Configuration

Advanced integration settings

Branch protection integration:

# .github/workflows/yourapp-integration.yml
name: YourApp Integration
on:
  pull_request:
    types: [opened, synchronize, closed]
  issues:
    types: [opened, closed]

jobs:
  sync-with-yourapp:
    runs-on: ubuntu-latest
    steps:
      - name: Sync PR with task
        uses: yourapp/github-sync@v2
        with:
          api-key: ${{ secrets.YOURAPP_API_KEY }}
          workspace-id: ${{ secrets.WORKSPACE_ID }}
          auto-create-tasks: true
          link-prs-to-tasks: true
          update-status-on-merge: true

Custom field mapping:

// Map GitHub labels to YourApp task properties
{
  "field_mapping": {
    "github_labels": {
      "bug": { "task_type": "bug", "priority": "high" },
      "feature": { "task_type": "feature", "priority": "medium" },
      "documentation": { "task_type": "docs", "priority": "low" }
    },
    "pr_status": {
      "draft": "in_progress",
      "ready_for_review": "review",
      "merged": "completed"
    }
  }
}

Performance Optimization

Workspace performance

Large team optimization:

{
  "database_optimization": {
    "indexing": {
      "custom_indexes": true,
      "query_optimization": "automatic"
    },
    "data_retention": {
      "completed_tasks": "1_year", 
      "archived_projects": "3_years",
      "activity_logs": "2_years"
    },
    "cleanup_schedule": {
      "frequency": "weekly",
      "low_impact_hours": "02:00-04:00"
    }
  }
}

{
  "caching": {
    "browser_cache": {
      "static_assets": "7_days",
      "api_responses": "5_minutes",
      "user_preferences": "1_hour"
    },
    "server_cache": {
      "project_data": "15_minutes",
      "user_permissions": "30_minutes",
      "integration_data": "10_minutes"
    }
  }
}

{
  "network": {
    "cdn_optimization": {
      "enabled": true,
      "regions": ["us-east", "us-west", "europe", "asia"]
    },
    "compression": {
      "api_responses": "gzip",
      "static_files": "brotli"
    },
    "prefetching": {
      "enabled": true,
      "aggressive_mode": false
    }
  }
}

Browser optimization

Client-side performance:

Enable offline mode for core functionality
Configure progressive loading for large projects
Set up background sync for mobile users
Optimize image loading with lazy loading and WebP format

Enable "Performance Mode" in user settings for slower connections or older devices. This reduces animations and loads content progressively.

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