How to Create Your First Workspace

A workspace is where your team lives—members, roles, boards, tasks, automations, and integrations all sit under one workspace.

Step-by-step

1. Create the workspace from your dashboard and choose a name and slug.
2. Open Settings in the sidebar: Sidebar → Settings (/workspaces/:id/settings).
3. Enable features under Settings → Features (for example: Canvas, Tasks, Assignments, Automations, Bot, Payroll).
4. Invite your team from Sidebar → Members (/workspaces/:id/members).
5. Create your first board from the Boards list in the sidebar (collapsible), then open it at /workspaces/:id/boards/:bid.

Where everything is in the sidebar

• Canvas: /workspaces/:id/canvas
• Tasks: /workspaces/:id/tasks
• Assignments: /workspaces/:id/assignments
• Automations: /workspaces/:id/automations
• Bot: /workspaces/:id/bot
• Teams: /workspaces/:id/teams
• Members: /workspaces/:id/members
• Roles: /workspaces/:id/roles
• Settings: /workspaces/:id/settings

Troubleshooting

Some pages are missing from the sidebar

That usually means the feature is disabled. Go to Sidebar → Settings and enable it under Features.

Related articles

• Workspace Roles & Permissions
• Inviting Members
• Boards Explained