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Workspaces

Organize your boards and teams

What are Workspaces?

Workspaces are containers that organize related boards and team members. Think of a workspace as a team or department - everyone in the workspace can access the boards within it.

You can create separate workspaces for different teams, clients, or projects. Each workspace has its own members and boards, keeping work organized and access controlled.

Creating a Workspace

  1. Go to your dashboard - Click on the TaskBoard365 logo to return home.
  2. Find "Create Workspace" - Usually in the sidebar or a prominent button.
  3. Enter a workspace name - Choose something descriptive (e.g., "Marketing Team", "Client: Acme Corp").
  4. Add a description (optional) - Explain the workspace's purpose.
  5. Click "Create" - Your new workspace is ready.
  6. Start adding boards - Create boards for your projects within this workspace.

Adding Boards to a Workspace

  1. Navigate to the workspace - Click on the workspace name in the sidebar.
  2. Click "New Board" - Add a new board to this workspace.
  3. Enter board details - Name, color, and optional template.
  4. Board is created in the workspace - All workspace members can access it.
  5. Move existing boards - You can move boards between workspaces from board settings.

Managing Workspace Members

  1. Open workspace settings - Click on the workspace, then "Settings" or the gear icon.
  2. Go to "Members" - View all current workspace members.
  3. Invite new members - Click "Invite" and enter email addresses.
  4. Assign roles - Set each member as Admin, Member, or Viewer.
  5. Change roles - Click on a member's role to change it.
  6. Remove members - Remove access when someone leaves the team.

Workspace Settings

Configure your workspace from the settings panel:

  • General - Update workspace name and description.
  • Members - View, invite, and manage team members.
  • Billing - View subscription status and upgrade options (owner only).
  • Permissions - Configure who can create boards, invite members, etc.
  • Danger Zone - Delete the workspace (owner only).

Renaming a Workspace

  1. Go to workspace settings - Click the gear icon or "Settings".
  2. Find "General" settings - The name field is here.
  3. Update the name - Enter the new workspace name.
  4. Click "Save" - Changes are applied immediately.
  5. Note: Only owners and admins can rename workspaces.

Deleting a Workspace

⚠️ Warning: Deleting a workspace permanently removes all boards, cards, and data within it. This cannot be undone.

  1. Export important data first - Download anything you need to keep.
  2. Go to workspace settings - Navigate to the settings panel.
  3. Find "Danger Zone" - Usually at the bottom of settings.
  4. Click "Delete Workspace" - A confirmation dialog appears.
  5. Type the workspace name - Confirms you understand the action.
  6. Click "Delete Permanently" - The workspace and all its contents are removed.

How to Organize Workspaces

By Team

Marketing Workspace, Engineering Workspace, Sales Workspace

By Client

Acme Corp Workspace, GlobalTech Workspace, StartupXYZ Workspace

By Project

Website Redesign Workspace, Mobile App Workspace, Q1 Campaign Workspace

Personal + Work

Personal Workspace (just you), Company Workspace (full team)

💡 Pro Tips

  • Use clear, descriptive workspace names that everyone understands
  • Keep workspaces focused - too many boards can be overwhelming
  • Use workspaces to separate different clients or projects
  • Invite only the people who need access to each workspace
  • Review workspace membership periodically as teams change
  • Create a personal workspace for your own to-do lists and notes

Related Topics

BoardsTeam CollaborationSharing & Visibility