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Create and manage workspaces

Workspaces are created from the left sidebar, and existing workspaces can be edited, archived, restored, or permanently deleted from there.

Prerequisites

To create, archive, or delete a workspace, you need the organization Admin or Owner role. To edit workspace information, the organization Admin or Owner role can perform it, and so can the Workspace Manager of the target workspace.

Creating a workspace

  1. Click New workspace. If you already have one or more workspaces, click the current workspace name in the left sidebar (or Select workspace when none is selected), and click New workspace from the menu that opens.

  2. Enter a Workspace name in the dialog. You can also enter a Description if needed.

  3. Click Create workspace. When creation is complete, a banner showing Workspace created appears in the lower-right corner, and you are taken to the new workspace automatically.

Screenshot of the new workspace dialog
New workspace dialog
Screenshot of the workspace created banner
Workspace created banner

Editing workspace information

  1. Click Menu next to the workspace name in the left sidebar.

  2. Click Workspace settings.

  3. Change the Workspace name or Description.

  4. Click Save changes.

Screenshot of the workspace settings form
Workspace settings form

Archiving a workspace

When you archive a workspace, it is hidden from the workspace list. Archived workspaces can be restored later.

  1. Click Menu next to the workspace name in the left sidebar.

  2. Click Archive.

  3. Click Archive in the confirmation dialog. When archiving is complete, a banner showing Workspace archived appears in the lower-right corner.

Screenshot of the archive confirmation dialog
Archive confirmation dialog

Restoring an archived workspace

  1. Click Settings at the bottom of the left sidebar.

  2. Click Archived workspaces.

  3. Click Restore in the row of the workspace you want to restore.

  4. Click Restore in the confirmation dialog. When the restore is complete, a banner showing Workspace restored appears in the lower-right corner.

Screenshot of the restore icon on the archived workspaces page
Restore an archived workspace

Deleting a workspace

Deletion cannot be undone. Archive the workspace before deleting it.

  1. Click Settings at the bottom of the left sidebar.

  2. Click Archived workspaces.

  3. Click Delete workspace in the row of the workspace you want to delete.

Screenshot of the delete icon on the archived workspaces page
Delete an archived workspace
  1. Enter the workspace name in the input field. (This step prevents accidental deletion — verify the workspace name you are deleting.)

Screenshot of the delete workspace confirmation dialog
Delete workspace confirmation dialog
  1. Click Delete workspace. When deletion is complete, a banner showing Workspace permanently deleted appears in the lower-right corner.

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