Who can create a Workspace?
An Admin can create a workspace and assign owners who can manage it, including editing members, accessing and adding teams, and moving teams to different workspaces.
To create a new workspace, please follow these steps:
- Click the “Add Workspace” button, and a dialog box will appear for you to enter the necessary information about the workspace.
- When creating a new workspace, you can assign a unique name to it, shown below:
To complete the process of creating the workspace, ensure that all required information has been provided, then click the “save” button, located at the bottom right side of the page.
Upon saving your changes, a new workspace will be created and a notification will appear in the top right corner of the screen to confirm that the workspace has been successfully created along with the default team/project:
- The default team will be added under the Teams panel within the same Workspace settings panel.
- You can find the created workspace by using the search bar as shown below in the image:
- After locating the workspace, you can bookmark it using the icon on the right side of the page.
- You can access the help section of the workspace and learn more by clicking the help icon located on the right side of the workspace settings page.
- Any newly created team within the Workspace will also be listed under the same panel and shown below in the image:
- Upon hovering over the Workspace, you’ll notice a plus icon below it, shown below in the image: Clicking on this plus icon will enable you to observe all the recently added teams, shown in the below image:
- When you click the minus sign, the Workspace will return to its regular state, and the teams will be concealed.
- The edit icon will also become visible upon hovering, allowing you to access the workspace’s edit settings (sidebar).
- You also get the choice to reorganize the Workspaces by utilizing drag and drop, aligning with your personal preference. The drag and drop icon will also become accessible when hovering.
To add owners to a workspace:
- Click the Workflow settings icon to open the details page.
- Click the owners field and select from the dropdown menu.