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.