Your team workspace

Organise the space and bring the team in

A workspace holds the team; projects give the work a structure. Learn the navigation, invitation and member settings before adding more pages and boards.

01

Choose the workspace and project context

Use the workspace selector at the top of the navigation, then choose the project. The project’s resource tree gives its documents and canvases a shared home. Check this context before creating or moving a resource.

02

Invite teammates from workspace settings

Open workspace settings and find Invite teammates. Use the available member picker or invitation fields, review the intended role and send the invitation. Your invitations shows invitations received by your own account.

Turn context into a next step
03

Review membership and roles

Use Members to see workspace members and their roles. If your permissions allow it, change an assignable role or remove a member’s access when responsibilities change. Review the scope before confirming any access change.

04

Keep the project tree useful

Name resources after the work they contain, use nested pages for related knowledge and move items when the project structure changes. Check the trash and restore actions before recreating a page you cannot find.

What you will have

A structured project space with the right people and understood access responsibilities.

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