Workspaces

Workspaces are team environments to organise work and limit views to authorised users.

By default, a new user cannot see workspaces created by other users. Any user can create a workspace but must invite other users into the workspace before work can be shared.

Home Screen for a new user

Create New Workspace

To create a new workspace, click on “Workspaces” in the left-hand menu, which shows the Workspace List. Only workspaces that the user is a member of can be seen. Click on the “Create” button in the top Nav bar. (The location of the “Create” button is consistent for all list views.)

Workspace List

Enter a name and description. The workspace must first be saved before members can be invited.

Workspace Form

Edit a Workspace

To edit a squad, from the list view you can either click on the name link or click on the “Edit” action.

Edit Workspace

Invite Members

The user who created the workspace is automatically added as a member. To invite additional members, click on the “Invite Members” action in the top-right position.

Invite Members