How do I create a workspace?
Create a workspace from the Workspaces app. A five-step wizard walks you through the setup, and the workspace is ready to use as soon as you finish.
- Identity — the workspace's name, logo, tagline and accent colour.
- Organization — its type, size, country and contact details.
- Apps — which optional apps it starts with. The type you chose suggests a starting set (a shop starts with inventory and finance), and you can change the apps later from workspace settings.
- Team — invite your first people and choose a role for each. They join when they accept the invitation.
- Review — check everything, then create the workspace.
Every workspace starts with the core apps — projects, tasks, notes, files and a calendar — and a team group chat is created with it automatically. The chat's membership stays in sync with the team; guests are not in it.
Your company's public page starts as an unpublished draft. Publish it when you're ready for customers to find you in the Business Hub.
A workspace is not a Marketplace storefront. To sell products with a cart and card checkout, open a storefront — many businesses run both.
You are the workspace's owner. Only the owner can delete it, and you can transfer ownership to another member later.