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, as shown below in the image:
- You can also add owners to the workspace by selecting organization members from the owners dropdown menu, as shown below in the image:
- 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.
