TABLE OF CONTENTS


A workspace can be a company, project, or class—a group of people working together toward a shared goal.


Workspaces Page

Click on  icon on top of the sidebar to open the workspaces page.

On the Workspace page, you can see all your existing workspaces with details including the workspace type (Organization, Course, Project, or Personal), your role in that workspace, and the number of members, tasks and assessments in it. 



On the grey header in the workspaces page, you can create a new workspace, adjust the view as Tiles or List, and search among multiple workspaces by their name.


Clicking on  ⋮  icon for each workspace to:

  • View workspace info
  • Create a workspace-wide group chat 

  • Edit workspace settings 

  • Invite new people 

  • Archive the workspace 

  • Leave the workspace

  • And more...

         


Editing, inviting, archiving, and creating workspace group chat are only available for the owner and admins of the workspace.

New Workspace

Here’s a quick guide for how to create a new workspace:

  1. Open Workspaces page – On the left side-bar, click on the workspaces icon to open the workspaces page.

  2. Click the “+” button – found on the top-right corner of the workspaces page.

  3. Enter Workspace Details – Add a name, description, initials for your workspace, and specify its type from list.

  4. Adjust Settings – Set visibility and access preferences for members (e.g., whether members can access everyone’s work or only their own).

  5. Choose a plan – You can upgrade or change your plan anytime to match your needs.


    For a more detailed guide on creating a new workspace, see Creating a New Workspace .

Workspace Message

Admins or Owners can create a group message including all the workspace members. To do so:

  • Click ⋮  icon for the workspace, either on sidebar or in Workspaces page,
  • Click Group chat 

Archive a Workspace

When you archive a workspace, it becomes inaccessible to everyone except you and the admin?.

To archive a workspace:

  1. Open the Workspaces page.

  2. Click the icon next to the workspace you want to archive.

  3. Select Archive from the list and confirm.

You’ll still have access to the archived workspace, which you can find under the Archived tab at the top of the Workspaces page.


Restore an Archived Workspace

  1. Open the Workspaces page
  2. Click on the Archived tab
  3. Click on the ⋮  icon for the workspace you want to restore
  4. Click on restore


Permanently Delete a Workspace

To permanently delete a workspace and all its data, you need to first archive it and then remove it from the archived tab.

  1. Open the Workspaces page,
  2. Click on the ⋮  icon for the workspace you want to archive,
  3. Select archive from the list and confirm,
  4. Click on the Archived tab
  5. Click on the ⋮  icon for the workspace you want to remove
  6. Click on Remove to permanently delete the workspace

Workspaces Sidebar

The Workspaces sidebar lets you view, select and easily switch between different workspaces.


Click on  ⋮ in front of each workspace to:

  • View workspace info
  • Create a group chat for all workspace members 

  • Edit workspace settings (available for owner/admin)

  • Invite new people (available for owner/admin)

  • Archive the workspace (available for owner/admin)

  • Leave the workspace

  • And more...

Click onicon at the bottom left to collapse the bar and have more space for your workspace.

Click on on top will open the workspaces page.

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Workspace Information

The Workspace Information provides key details about your workspace, including its basic information, purpose, and settings.


To access Workspace Information panel, click the icon on top-right of the workspace.


The information include:

  • Name: The name of your workspace.

  • Owners: All workspace owners who have full access to manage workspace.

  • LTI ID: A unique identifier automatically generated for your workspace.

  • Type: The workspace category (e.g., Organization, Project, Course).

  • Description: A short overview of what your workspace or organization does.
  • Mission: A statement that explains the main goal or purpose of your team.
  • Vision: The long-term aspiration or desired impact of your organization.
  • Workspace Settings: The key configuration settings currently active in your workspace:


These details are initially defined by the workspace owner during creation. However, owners and admins can modify them later to better align with the workspace’s evolving needs.


Understand and Adjust Workspace Settings


Workspace settings determine what members can view, create, and assign within a workspace. Adjust these options to manage privacy, collaboration, and visibility across teams. Because they significantly impact how your workspace operates, owners and admins should configure them carefully.


1. Members can access:

  • Their own work only: Users can view and manage only the objectives, tasks, and assessments they are assigned to or responsible for reviewing.
  • Everyone’s work: Members can access other members' objectives, tasks, and assessments and collaborate on all workspace activities.


Notes: 
1. If members' access is set to "Everyone's work," they can collaborate on all workspace activities, even for tasks they are not assigned to (e.g. submit progress reports or mark tasks/Key Results as done for others)

2. If members’ access is set to "Their Own Work Only," you can still grant access to specific assessment reports in the Assessment Settings, or to individual OKRs through their Org Chart position settings.


2. Teams can be created by:

  • Owner/Admin: Only workspace owners or admins can create new teams. (Read more: Workspace Roles).
  • Everyone: Any member can create a team. (This setting will disable the Team Formation Assistant)


Note: If teams creation is open to everyone, the Team Formation Assistant becomes disabled to avoid any conflict.


3. Members can assign tasks/subtasks to:

  • Everyone in the workspace: Members can assign tasks to anyone in workspace, regardless of team affiliation.
  • Themselves and their teammates: Members can only assign tasks to themselves or their teammates.


4. Workspace members:

  • Can see other teams: Members can view all existing teams, their members, and Team profile. Therefore, they can also send request to join teams.
  • Cannot see other members and teams: Members only see the work assigned to themselves or their team(s)



Use CaseRecommended SettingsDescription
Open CollaborationMembers can access: Everyone’s work
Teams can be created by: Everyone
Members can assign tasks to: Everyone in the workspace
Workspace members: Can see other teams
Ideal for dynamic teams, startups, and organizations that value transparency and shared ownership.
Controlled StructureMembers can access: Everyone’s work
Teams can be created by: Owner/Admin
Members can assign tasks to: Themselves and their teammates
Workspace members: Can see other teams
Suitable for organizations that want collaboration while maintaining structured management and controlled team creation.
Private or Sensitive WorkMembers can access: Their own work only
Teams can be created by: Owner/Admin
Members can assign tasks to: Themselves and their teammates
Workspace members: Cannot see other members and teams
Recommended for workspaces dealing with confidential data or when teams should operate independently.


Related Article: General Tools & Settings (Header)

Related Article: People

Related Article: Tasks

Related Article: Assessments

Related Article: Objectives & Key Results