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What is a Workspace?

A workspace is a container for related projects. Think of it as a folder for a team, department, or initiative. Each workspace can hold multiple projects and has its own set of members and permissions.

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Creating a Workspace

1

Open the Sidebar

Click the + button next to Workspaces in the left sidebar.
2

Name Your Workspace

Enter a name (e.g., “Engineering”, “Marketing Q1”, “Product Roadmap”). Optionally add a description and choose a color.
3

Set Visibility

Choose who can access this workspace:
  • Open — All organization members can see and join
  • Closed — Only invited members can access
4

Invite Members

Add team members to the workspace. You can set workspace-level roles (Admin or Member).

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Managing Workspaces

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Workspace Settings

Click the gear icon next to the workspace name to access settings:
  • General — Name, description, color, and icon
  • Members — Add or remove members, change roles
  • Permissions — Control who can create projects, invite members, or delete items
  • Notifications — Default notification preferences for all projects in this workspace

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Reordering Workspaces

Drag and drop workspaces in the sidebar to reorder them. Your custom order is saved per user — it does not affect other team members.
Use the Collapse All button at the top of the sidebar to minimize all workspaces and focus on the one you need.

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Archiving a Workspace

If a workspace is no longer active, you can archive it instead of deleting it. Archived workspaces are hidden from the sidebar but can be restored at any time from Settings > Archived Workspaces.
Deleting a workspace permanently removes all its projects, boards, and items. This action cannot be undone. Archive instead if you may need the data later.

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Workspace Templates

You can save any workspace as a template to reuse its structure (projects, boards, columns, and groups) without copying the actual items. Go to Workspace Settings > Save as Template.

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Best Practices

  • One workspace per team — Engineering, Design, Marketing, Sales
  • Use colors to visually distinguish workspaces in the sidebar
  • Keep it flat — Avoid deeply nested structures. Use groups within boards for sub-categories
  • Archive regularly — Move completed initiative workspaces to the archive to keep the sidebar clean