Contents

Creating a Workspace

What is it?

The Workspace is your top-level view where you can invite others to collaborate on various boards. When adding a new workspace you create a new hub for managing your workflows through designated boards with adjustable permission-levels for all of your workspace members. Creating your workspace as a Team admin is your first step in starting to manage your projects and tasks. Read below to learn how.

Who has access?

How does it work?

  • Workspace admins can add members through the workspace management screen.
  • You can create a new workspaces straight from the admin’s account.
  • Each workspace will be added under the admin’s account and available to all members the admin has added.
  • Each workspace will be billed individually according to its team members

How to create a new workspace

✔️ Web/ Windows/ Mac

  1. Click on “Add workspace” from the bottom of the left side menu.
  2. Name your workspace.
  3. Add your teammates email separated by commas or spaces or press “Skip for now”.
  4. Name your first board.
  5. Choose a template or press “Create a blank board” on the top right.

✔️ iOS/ Android

  1. From the home view press the + under “Workspace”.
  2. Name your workspace.
  3. Add your teammates by sharing a link\ adding your contacts or press “Skip” on the top right.
  4. Press the + under the workspace you created to add your first board.
  5. Press create a board.
  6. Name your first board.

How to add an additional workspace

✔️ Web/ Windows/ Mac

  1. Open settings by clicking the settings icon or profile image on the top left next to your name.
  2. Under “workspace” section press “Create a new workspace”.

Note: At this time, adding an additional workspace can be done from the web app only.

Note: If you’re looking to manage different teams through separate billing plans, you may create multiple workspaces as needed. For adding more spaces for different projects or workflows, we recommend adding new boards instead.

How to add workspace members

✔️ Web/ Windows/ Mac/ iOS/ Android

See instructions here.

How to rename a workspace

✔️ Web/ Windows/ Mac

  1. Open settings by clicking the settings icon or profile image on the top left next to your name.
  2. Open “Manage workspace”.
  3. Press the 3 dots menu on the right.
  4. Select “Rename workspace” and edit and save.

Note: At this time, the manage workspace menu is available from the web app only. You can also open this menu from the left panel from the 3 dots next to the workspace title -> “Manage workspace”.

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