Workspaces

Use Workspaces to manage projects, products, customers, teams, and more.
A Workspace is typically used per project, and will be accessible to all those participating in the project. The Workspace is where you and your team members will create Tasks and track progress towards Milestones. 

Jump to:

Adding a New Workspace

To add a Workspace:

  • Click Add Workspace below the list of Workspaces, and enter a name for your Workspace.

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Navigating Workspaces

Click All Workspaces to see all Workspaces in the main screen. To see all tasks across Workspaces, click Tasks.

To move between Workspaces, you can select a Workspace and use the right/left navigation arrows to move between Workspaces. Click the down arrow to drill down to a Board in the Workspace.

In the Workspace, use the different tabs to view and manage items in the Workspace.

Viewing the Summary

The Summary shows you a status of the Tasks in your Workspace.

Below the Tasks status, you can view members, and by hovering over an avatar, see details about the member, including a task status.

Inviting and Managing Members

  • Invite a new member:
    • In the Summary pane, click Invite new member.



      or
    • Open the Members tab in the Workspace and click Add Member.
      Select a user from the list of users in your organization or enter an email address for an external user. 
  • Update member details:
    As an Admin, you can update a member’s role (Workspace Admin or Member).
  • Delete a member: Hover to the left of the member's name and click the trash can.

Working with Tasks

View tasks across all boards in your Workspace.

  • Add a Task - Click in the top row of the grid to add a new Task.


  • Edit a Task - You can edit task details inline by clicking on a field in the grid. You can also hover to the left of the task and click the pencil icon to edit inside the Task.


  • Filter the view - Use the filtering options above the grid to filter tasks by name, assignee, priority and labels. Click My Tasks to see only your tasks.
  • Delete a Task - Hover to the left of the task and click the trash can.
  • Rearrange columns by dragging them in the grid.

See also Boards and Tasks.

Workspace Settings

In the Workspace settings you can rename the Workspace, set up sync with Clarizen One, and search or delete labels in the Workspace.

To open Workspace settings, select the Workspace and click the cog icon.

Deleting a Workspace

Note: Deleting a Workspace deletes all Tasks in the deleted Workspace indefinitely with no option for recovery.

To delete the Workspace, select the Workspace and click the trash can.

 

 

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