Preferences
Select your avatar in the top bar to open the account menu;
Select Preferences.
The page has four sections:
Landing page
Notifications
Locale & formats
Display & accessibility.
Landing page
Choose where you land when you sign in to SPM. The line at the bottom ("On sign-in you'll land on:") shows your current choice.
An SPM page: pick Strategies, Portfolios, Initiatives, Roadmaps, Scenarios or Intake. For Portfolios you can also pick one specific portfolio to land on instead of the list ("Optional: land on a specific portfolio instead of the list. Pick it again to clear.").
Portfolio Agent: open the Portfolio Analyst instead, on a New chat, A bookmark or A dashboard.
Notifications
Open Preferences and select Notifications. Each notification type has a switch for Email, Slack and Teams. If Slack or Teams isn't connected to your WorkBoard account yet, the page tells you, and that channel can't be switched on. Changes on this section save automatically. The types are grouped as follows:
Group | Notification types |
Approvals & intake | Approval requested, Sla nudge, Sla escalation, Intake workflow state sla, Request declined, Request deferred, Request converted, Chain recalled |
Mentions & comments | Mention, Qa message, Owner comment, Funding comment |
Assigned to me | Owner assigned, Program owner assigned, Roster member added, Resource invite |
Status & health | Initiative status changed, Portfolio status changed, Program status changed, Health changed |
Money | Funding status changed, Initiative over budget, Scenario applied |
Structure | Child initiative added, Child initiative removed, Child program added, Child program removed, Initiative reparented |
Records | Decision logged, Decision reverted, Risk raised, Risk severity changed, Portfolio created, Initiative created, Initiative archived, Portfolio archived, Program archived |
Sharing & access | Access request, Access request decided, Object shared |
Signals | Signal tripped, Signal cleared, Signal needs attention |
Pause non-essential notifications silences everything except the notifications other people are waiting on: Approval requested, Intake workflow state sla and Sla escalation. Your per-notification choices are kept, so turning pause off restores them.
Shortcuts (under All notifications):
Turn all on switches on every notification on every channel.
Turn all off (except approvals) switches off everything except approvals.
Locale & formats
Setting | Options |
Money display | $1.24M or $1,240K |
Fiscal labels | FY26 · P9 or 2026 · September |
Week starts on | Monday or Sunday |
Display & accessibility
Setting | Options |
Density | Comfortable or Compact |
Reduce motion | On or off |
High contrast | On or off |
