Glossary
This glossary defines the key terms and concepts used throughout SetGet. Terms are listed in alphabetical order. If you encounter an unfamiliar term while using SetGet or reading the documentation, check here first.
Activity
A record of a change made to a work item. Activities are logged automatically whenever a property is updated, a comment is added, or a related entity changes. The activity log provides a chronological history of everything that has happened to an item.
Admin
A workspace role with full management permissions. Admins can manage members, configure settings, create projects, manage billing, and access all workspace data. See also: Member, Viewer, Guest.
AI action
A structured proposal generated by SetGet AI to create, update, or modify workspace data. AI actions require explicit user confirmation before they are executed. See AI Actions.
AI credit
A unit of consumption for SetGet AI interactions on cloud-hosted instances. Each AI interaction consumes one or more credits depending on complexity. See AI Credits.
AI thread
A conversation session with SetGet AI. Threads maintain context across multiple messages, allowing follow-up questions and iterative requests. See AI Chat.
Approval gate
A point in a workflow where a designated approver must review and approve before the process continues. Approval gates introduce human decision points into automated workflows. See Workflows.
Assignee
The workspace member responsible for a work item. An item can have one or more assignees. Assignees receive notifications when the item is updated.
Automation
A rule that automatically performs actions when specific conditions are met. Automations follow a trigger-condition-action model. See Automations.
Backlog
A default work item state representing items that have been identified but not yet scheduled or started. Items in the backlog are waiting to be prioritized and assigned to a cycle or member.
Board view
A visual layout that displays work items as cards organized into columns. Columns can represent states, priorities, assignees, labels, or other properties. Also known as Kanban view.
Calendar view
A layout that displays work items on a calendar based on their due dates or date ranges. Useful for understanding workload distribution over time.
Channel
A chat space where workspace members can communicate in real time. Channels can be public (accessible to all members) or private (restricted to invited members). See Chat.
Command palette
A keyboard-driven search and action interface opened with Ctrl+K / Cmd+K. The command palette allows quick navigation to any project, item, page, or action by typing keywords.
Cycle
A time-boxed iteration (commonly called a sprint) during which the team commits to completing a set of work items. Cycles have a start date, end date, and associated items. They help measure velocity and maintain delivery rhythm.
Dashboard
A customizable view that displays charts, metrics, and summaries of workspace or project data. Dashboards help stakeholders monitor progress and identify trends at a glance.
Due date
The target completion date for a work item. Items with due dates can appear in calendar view and trigger automations when the date approaches or passes.
Epic
A large body of work that can be broken down into smaller work items. In SetGet, epics are represented as a work item type or grouping mechanism for organizing related items under a common theme.
Estimate
A measure of the effort required to complete a work item. SetGet supports multiple estimation systems: points (Fibonacci or linear), time-based, and t-shirt sizes (S, M, L, XL).
Favorite
A pinned item in the sidebar for quick access. You can favorite projects, views, pages, cycles, and modules. Favorites are personal to your account.
Filter
A condition applied to a work item list or view to show only items matching specific criteria (e.g., state, priority, assignee, label, date range). Filters can be combined and saved as views.
Gantt view
A timeline visualization that shows work items as horizontal bars along a time axis. Gantt view is useful for understanding scheduling, dependencies, and project timelines.
Guest
A workspace role with limited access. Guests can only access specific projects they have been invited to. They cannot see workspace-wide data or settings.
Inbox
The notification center in SetGet where all your notifications are collected. The inbox shows alerts for assignments, mentions, state changes, comments, and other events related to items you follow.
Initiative
A strategic objective that groups multiple epics or modules. Initiatives represent high-level organizational goals that span multiple projects and timeframes.
Intake
A queue where incoming requests are collected before being triaged and converted into work items. Intake helps teams manage external requests without cluttering active project backlogs.
Integration
A connection between SetGet and an external service (e.g., GitHub, Slack, or a webhook endpoint). Integrations enable data synchronization, notifications, and automated workflows across tools.
Label
A categorization tag attached to work items. Labels help classify items by type (Bug, Feature, Improvement), area (Frontend, Backend, API), or any custom category defined by the team.
List view
A layout that displays work items as rows in a clean, scannable list. Each row shows key properties like state, priority, assignee, and dates.
Member
A workspace role with standard permissions. Members can view and manage work items in projects they belong to, participate in chat, and access views and pages. Members cannot manage workspace settings or billing.
MFA (Multi-Factor Authentication)
A security feature that requires a second verification step (such as a time-based code from an authenticator app) in addition to a password when signing in. See Security.
Milestone
A significant checkpoint or deliverable within a project. Milestones mark important dates or achievements that the team is working toward.
Module
A feature-based grouping of work items. Modules let you track progress on a specific feature or initiative regardless of which cycle the items belong to. Unlike cycles (time-based), modules are scope-based.
Notification
An alert that informs you about activity relevant to your work. Notifications can be delivered in-app (inbox), via email, as browser notifications, or as mobile push notifications.
Page
A rich-text document within SetGet. Pages support headings, lists, tables, code blocks, images, embeds, and more. Pages can be organized hierarchically to form a wiki or knowledge base. See Pages.
Priority
The urgency level of a work item. SetGet uses five priority levels: None, Low, Medium, High, and Urgent. Priority helps teams focus on the most important items first.
Project
A container for related work within a workspace. Each project has its own work items, states, labels, cycles, modules, views, and pages. Projects are identified by a short code (e.g., WEB, API). See Projects.
Relation
A link between two work items that describes their dependency. Relation types include "blocks," "is blocked by," "relates to," and "duplicates."
Spreadsheet view
A grid layout that displays work items as rows with editable columns. Spreadsheet view supports inline editing and is useful for bulk data entry and updates.
SSO (Single Sign-On)
An authentication method that lets users sign in to SetGet using credentials from an external identity provider (e.g., Google, GitHub, SAML). SSO simplifies access management for organizations.
State
A workflow stage that a work item can be in. Common states include Backlog, Todo, In Progress, In Review, Done, and Cancelled. Each project defines its own set of states. States can be grouped into categories: backlog, unstarted, started, completed, and cancelled.
Sub-issue
A work item that is a child of another work item (the parent). Sub-issues break down larger items into smaller, manageable tasks. They inherit the parent's project but can have their own state, assignee, and priority.
Teamspace
A grouping of workspace members that provides an organizational layer between the workspace and projects. Teamspaces help large organizations organize people by department, team, or function.
Template (automation)
A pre-built automation configuration that can be applied to a project and customized. Templates cover common workflow patterns like auto-assignment, escalation, and notifications. See Automation Templates.
Template (work item)
A reusable work item configuration with pre-filled properties (title pattern, labels, default assignee, description template). Work item templates speed up the creation of recurring item types.
View
A saved filter configuration that defines which work items are displayed and how. Views can filter by state, priority, assignee, label, date, and more. Views can be personal or shared with the team. See Views.
Viewer
A workspace role with read-only access. Viewers can see work items, pages, and project data but cannot make changes. Useful for stakeholders who need visibility without edit permissions.
Webhook
An HTTP callback that sends data to an external URL when a specific event occurs in SetGet. Webhooks enable custom integrations with services that SetGet does not directly integrate with.
Wiki
A structured collection of pages organized in a hierarchy. The wiki provides a knowledge base for the workspace or project, accessible from the sidebar. See Pages.
Work item
The fundamental unit of work in SetGet. A work item represents a task, bug, feature request, improvement, or any other piece of work to be tracked. Each work item has a unique ID (e.g., WEB-42) and carries properties like state, priority, assignee, labels, estimates, and dates. See Work Items.
Workflow
A multi-step process with defined stages and optional approval gates. Workflows model processes like release approvals, design reviews, and content publishing that require human decisions at certain points. See Workflows.
Workspace
The top-level organizational unit in SetGet. A workspace contains projects, members, teamspaces, chat channels, dashboards, analytics, and settings. Most organizations have a single workspace. See Workspaces.
Workspace settings
The configuration panel for a workspace, accessible to admins. Workspace settings include member management, authentication configuration, billing, integrations, API keys, and feature toggles. See Admin Settings.
Quick reference table
For a compact view, here are all terms with one-line definitions:
| Term | Definition |
|---|---|
| Activity | A logged change to a work item |
| Admin | Workspace role with full management access |
| AI action | A proposed workspace change from SetGet AI |
| AI credit | Unit of AI usage on cloud plans |
| AI thread | A conversation session with SetGet AI |
| Approval gate | A workflow stage requiring human approval |
| Assignee | The member responsible for a work item |
| Automation | A rule that performs actions on events |
| Backlog | Default state for unscheduled work items |
| Board view | Kanban-style card columns layout |
| Calendar view | Date-based work item display |
| Channel | A chat space for team communication |
| Command palette | Keyboard-driven search and action interface |
| Cycle | A time-boxed sprint iteration |
| Dashboard | Customizable metrics and charts view |
| Due date | Target completion date for a work item |
| Epic | A large work grouping broken into smaller items |
| Estimate | Effort measure for a work item |
| Favorite | A pinned sidebar item for quick access |
| Filter | A condition to narrow displayed items |
| Gantt view | Timeline bar chart visualization |
| Guest | Limited-access workspace role |
| Inbox | Notification center in SetGet |
| Initiative | A strategic objective spanning projects |
| Intake | Queue for incoming external requests |
| Integration | Connection to an external service |
| Label | A categorization tag for work items |
| List view | Scannable row-based item layout |
| Member | Standard workspace role with edit access |
| MFA | Multi-factor authentication |
| Milestone | A significant project checkpoint |
| Module | Feature-based work item grouping |
| Notification | An alert about workspace activity |
| Page | A rich-text document in SetGet |
| Priority | Urgency level (None to Urgent) |
| Project | Container for related work items |
| Relation | A dependency link between items |
| Spreadsheet view | Editable grid layout for work items |
| SSO | Single sign-on authentication |
| State | Workflow stage of a work item |
| Sub-issue | A child work item under a parent |
| Teamspace | Organizational grouping of members |
| View | A saved filter configuration |
| Viewer | Read-only workspace role |
| Webhook | HTTP callback for external integrations |
| Wiki | Hierarchical page collection |
| Work item | The fundamental unit of tracked work |
| Workflow | Multi-step process with approval gates |
| Workspace | Top-level organizational unit |
| Workspace settings | Admin configuration panel |
TIP
If a term you are looking for is not listed here, try searching the documentation or check the Get Help page for ways to reach the support team.
Related pages
- Core Concepts — Detailed explanation of how concepts relate to each other
- Get Help — Support channels and resources
- Keyboard Shortcuts — Quick reference for all shortcuts
- Introduction — Getting started with SetGet