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How to Create a Workspace

Who can create a Workspace?

An Admin can create a workspace and assign owners who can manage it, including owners, accessing and adding teams, and moving teams to another workspace. A Workspace owner can create teams, set up workflows, and manage internal flow elements (stages) by adding, deleting, or renaming them. They can also modify workflows as needed.

To create a new workspace, please follow these steps:

  • Click the Workspace icon on the left side of the application to access the Workspace common page:

  • Click Add Workspace, and a dialog box will appear:

  • When setting up a new Workspace, you can assign it a unique name. At the same time, you can also add Workspace owners by selecting users from the Owners dropdown, which lists all users in the organization.

  • Ensure all required details are provided, add owners if needed, and click Save at the bottom right of the Workspace Settings page to complete the setup.
  • 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, shown below:

Locating a Workspace:

  • You can find your created workspace or any workspace you are part of using the context-based search bar, which also allows you to locate tasks within teams under that workspace, search bar has been highlighted below:

  • After finding the workspace, you can mark it as a Favorite for quick access. Just hover over the workspace icon on the left, and your favorite workspaces will appear. Click any workspace from the list to open it.

  • 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:

Workspace common page

Click the Workspace icon on the left panel to open the Workspace Common Page. This page shows a list of all the workspaces you’re part of, making it easy to access and manage them from one place.

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