Create a workspace

Workspaces keep companies and clients separate. Learn to create, switch, update and delete them.

A workspace holds projects, members and activity for one team or client.

# Create a workspace

1. Open the dashboard.
2. Select Create workspace.
3. Enter a name such as Acme Corporation.
4. Start adding projects.

Free plans include 2 workspaces. Pro includes 2, Max is unlimited.

# Switch workspaces

Use the workspace switcher in the dashboard header. Switching is instant with no page reload.

# Update a workspace

Open workspace settings to rename it. Changes apply immediately for all members.

# Delete a workspace

Only delete when you are sure. Deleting removes projects, tasks and activity inside it. Export first if you need a record.

# Best practices

• One workspace per company or client.
• Never mix two clients in one workspace.
• Keep project names consistent across workspaces.