What is a Workspace?
Workspaces provide isolated environments for organizing projects, teams, and work within your organization. Each workspace can have its own projects, members, and settings, allowing for better separation of concerns and focused collaboration.
Think of workspaces as separate containers within your organization - each one can hold different projects and team members, with its own access controls and configuration.
Workspace List
The workspace list displays all workspaces you have access to. From here you can:
- View all available workspaces with name, description, and member count
- See the number of projects in each workspace
- Quickly switch between different workspaces
- Search for specific workspaces
- Create new workspaces (if you have permission)
Workspace list showing all available workspaces
Creating a Workspace
To create a new workspace, follow these steps:
Go to Workspace List
Navigate to the Workspace section from the sidebar or header
Click "Create Workspace"
Click the button to open the workspace creation form
Enter Workspace Details
Fill in the workspace name, description, and optional icon/color
Set Privacy Level
Choose Public (visible to all org members) or Private (invite only)
Add Initial Members
Invite team members who should have access to this workspace
Click Create
Save the workspace and start adding projects
Workspace creation form
Workspace Roles
Each workspace member is assigned a role that determines their permissions:
| Role | Permissions |
|---|---|
| Owner | Full control over workspace including deletion, all admin capabilities |
| Admin | Manage members and settings, create and delete projects |
| Member | Work on projects, create tasks, collaborate with team |
| Viewer | Read-only access to workspace content |
Managing Members
Control who has access to your workspace and what they can do:
Adding Members
- Open the workspace and go to Members tab
- Click "Add Member"
- Search for the user by name or email
- Select their role
- Confirm to add them
Editing Member Roles
- Click on the member in the Members tab
- Select a new role from the dropdown
- Save changes
Removing Members
- Click on the member
- Click "Remove" or the remove icon
- Confirm removal
Workspace Dashboard
When you open a workspace, you'll see the workspace dashboard with an overview of all content and activity.
Dashboard Tabs
- Projects tab - all workspace projects
- Members tab - workspace members
- Settings tab - workspace configuration
- Activity tab - recent activity feed
Quick Actions
- Navigate to projects within workspace
- Add new projects
- Manage members
- Configure settings
Workspace Projects
View and manage all projects within a workspace.
Isolated Projects
Projects belong to and are contained within the workspace
Workspace-Level Permissions
Project permissions inherit from workspace settings
Cross-Project Visibility
See related projects within the same workspace
Project Templates
Use workspace-specific project templates
Adding a Project
- Open the workspace
- Go to Projects tab
- Click "Add Project"
- Project automatically belongs to workspace
- Click project to open
Workspace Settings
Configure workspace options, update information, and manage preferences.
Settings Options
- Edit workspace name and description
- Change icon and color
- Update privacy level
- Configure defaults
- Archive or delete workspace
Open Workspace
Navigate to the workspace you want to configure
Go to Settings Tab
Click on the Settings tab in workspace view
Edit Settings
Modify workspace name, description, icon, or privacy
Save Changes
Click Save to apply your changes
Switching Workspaces
Quickly move between workspaces to access different projects and contexts.
Quick Switcher
Use the workspace dropdown in the header for fast switching
Recent Workspaces
Recently accessed workspaces appear at the top
Search Workspaces
Search for workspaces by name
Default Workspace
Set a default workspace that opens on login
How to Switch
- Click workspace name in header
- View workspace dropdown
- Select workspace to switch
- Context changes to selected workspace
- Projects and data update accordingly
Workspace vs Organization
| Aspect | Organization | Workspace |
|---|---|---|
| Scope | Entire company | Subset of work |
| Members | All employees | Selected members |
| Projects | All projects | Workspace projects only |
| Settings | Global settings | Workspace-specific settings |
| Billing | Organization level | N/A |
Common Use Cases
Department Workspaces
- Engineering workspace
- Marketing workspace
- Sales workspace
- HR workspace
Project-Based
- Client A workspace
- Product Launch workspace
- Annual Event workspace
- Research workspace
Team Workspaces
- Frontend team workspace
- Backend team workspace
- Design team workspace
- QA team workspace
Best Practices
Create Workspaces for Logical Groupings
Group related projects and teams together
Use Clear Naming Conventions
Make workspace names descriptive and consistent
Set Appropriate Privacy Levels
Use private workspaces for sensitive projects
Review Membership Regularly
Remove inactive members and update roles as needed
Archive Completed Workspaces
Keep your workspace list organized by archiving old workspaces