Overview
Workspaces are isolated environments for your roadmaps. Each workspace contains its own items, products, strategic priorities, and settings.
When to Create Workspaces
Create separate workspaces for:Creating a Workspace
1
Open Workspace Selector
Click on your current workspace name in the sidebar header.
2
Click New Workspace
Select + New Workspace from the dropdown.
3
Enter Details
Provide a name and optional description for your workspace.
4
Create
Click Create Workspace to finish.
Workspace Settings
Configure your workspace:Accessing Settings
- Click the gear icon in the sidebar
- Select Workspace Settings
- Modify and save changes
Workspace Contents
Each workspace has its own:- Items: Initiatives, Epics, Stories, Tasks, Bugs
- Products & Product Areas: Organizational structure
- Strategic Priorities & Goals: Strategy alignment
- Saved Views: Filter configurations
- Settings: Workspace-specific configuration
Data does not automatically share between workspaces. Each workspace is independent.
Demo Data
Start with sample data to explore features:1
Create New Workspace
Or open an empty workspace.
2
Generate Demo Data
Click Generate Demo Data in settings or the empty state prompt.
3
Explore
Browse the pre-populated roadmap to learn the features.
Deleting a Workspace
To delete a workspace:- Go to Workspace Settings
- Scroll to Danger Zone
- Click Delete Workspace
- Confirm by typing the workspace name
Best Practices
Start with One
Start with One
Begin with a single workspace and split only when the need is clear.
Clear Naming
Clear Naming
Use descriptive names that make the purpose obvious.
Regular Cleanup
Regular Cleanup
Archive or delete workspaces that are no longer active.
Related
Switching Workspaces
Navigate between your workspaces.
Products
Organize within a workspace.