Creating Spaces
|
Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
|
Availability: Professional, Business Plus, Enterprise Standard, Enterprise Pinnacle.; Unavailability: Free, Team.; |
Important
Users on the old Team Plan, purchased before November 24, 2024, can create spaces.
By default, all users, except for collaborators and external users, can create new spaces. In Enterprise accounts, it's possible to reserve the right to create spaces for admins and owners only in security settings.
There are three ways of creating a space:
-
Create a new space from scratch
-
Create a new space from a template
-
Create a space from a folder/project
-
a) Click the + icon 1 in the upper right-hand corner of your workspace and select Space 2 from the dropdown.
OR
b) Click the caret icon 3 on the current space tab in the sidebar and select + Space 4 from the dropdown.
-
In the window that opens click Create blank 5.
-
Next, you will be asked to:
-
Enter the name of the space 6.
Note
Spaces titles can contain up to 100 symbols. Symbols , ; / \ cannot be used in titles of Projects, Folders and Spaces. They can be used only in task titles.
-
Add a space description 7.
-
Choose whether the space should be public, private, or locked 8.
-
Change the space’s icon by clicking Change icon 9 in the lower left-hand corner and selecting the background and emoji.
-
Invite users to the space by clicking the field in the Add members search bar 10 and selecting a user or a user group from the list. If you don't see someone, start typing their name and select them once they appear.
-
Select space admins by finding a user to make an admin, clicking their current role to the right of their name, and selecting Admin 11.
-
On Business and higher accounts, you can select which access role should be assigned to the My Team group in a public space 12.
-
Choose the type of work items 13 to add to a space or you can manage later in the custom item types tab in your space settings.
-
-
Click Create 14.
Tip
You can also create new spaces from the sidebar. Click the caret icon in the current space tab, select Browse other spaces and then click Create Space in the window that opens and follow the steps from 2.
-
a) Click the + icon 1 in the upper right-hand corner of your workspace and select Space 2from the dropdown.
OR
b) Click the caret icon 3 on the current space tab in the sidebar and select + Space 4 from the dropdown.
-
On the page that opens, hover over the template you want to use and click Preview 5. You can use the search bar 6 above the list to search our template gallery.
-
Click Select 7 to create a space.
The space is created with the structure and items you’ve selected in Step 2. You can access other items created from the templates in the corresponding areas of the workspace: Dashboards, Request Forms, Workflows, and Reports.
By default, the space is created as private. You can change this later from the space’s settings, as well as other space settings.
Note
You can learn more about all of our templates here.
-
Navigate to the space where the relevant item is located.
-
Right-click or hover over the folder or project name, click on the three-dot menu button in the sidebar 1.
-
Select Create space from this folder/project 2.
-
Set up your space as necessary by following Step 2 of the manual above.
-
Click Create.
Note
When you create a space from an existing folder or project, the structure inside the created space remains the same as it was within the original folder or project.
Items located inside the original folder or project aren't duplicated to the new space but are simply tagged to it. So, if you change the structure within the newly created space, the same changes will apply to the original folder or project.