Getting started

Workspaces

What a workspace holds, and how to create, switch, rename and delete one.

A workspace is where the thinking and the work for one product live. The rail on the left takes you to its three places, with Settings at the bottom:

  • Fulveo Agent, an assistant that works on your boards, tasks and code. See Fulveo Agent.
  • Canvas, your boards. See Boards.
  • Planner, your plans and tasks. See Planner.

Every workspace belongs to an organization.

Create a workspace

Open the workspace menu at the top of the side panel, next to the rail, and choose New workspace. Give it a name and choose Create. You can also choose New workspace on the organization's Workspaces page in Settings. The organization's owner and admins create workspaces. On Free, which is for one person, only the owner does.

Each workspace in an organization needs its own name, because the name sets its address.

Your plan decides how many workspaces you can have: 1 on Free, as many as you like on Pro. Workspaces in Trash do not count, and bringing one back from Trash counts as creating one. When Pro ends, the oldest workspace stays editable and the others become read-only, unless Free works in another organization you own: then all of them are read-only. See When Pro ends.

Switch workspaces

The workspace menu at the top of the side panel shows your workspace and its organization. Open it to pick another workspace, or another organization under Other organizations. Once you have more than eight workspaces, a search box appears.

Every workspace has an address of its own that stays the same when it is renamed. Open the workspace menu at the top of the side panel and choose Copy workspace link, then paste it into a chat, a task or a document. Every board has one too: choose Copy link in the board's menu.

For the people in the workspace, the link opens it. Anyone else who is signed in sees whom to ask and can choose Request access. See Requesting access.

Rename a workspace

Open Settings > Workspace > General, change the name or description, and choose Save changes. The organization's owner and admins can do this. On Free, only the owner does.

Delete and restore

The organization's owner or an admin opens Settings > Workspace > General and, under Delete workspace at the bottom of the page, chooses Move to Trash. Its boards, tasks and change log go with it. On Free, only the owner moves a workspace to Trash or restores it.

A workspace stays in Trash for 30 days, then it is deleted for good with everything in it. To bring it back before then, open the workspace menu, choose Workspace trash, then Restore.