To create a new workspace, click the workspace name at the top of the sidebar to open the workspace switcher. Then click "+ New Workspace" at the bottom of your listed workspaces to get started.
You can only create new workspaces during the trial, if you've purchased a Flow subscription, or if you've been made a Subscription Owner.
In the Create Workspace dialog, name your workspace and select a color and symbol for your workspace icon. You can also upload an image, like a company logo, to use as your icon.
If you're an owner in more than one subscription you'll see a "Subscription" field at the top of the dialog (above the Name & Icon field). Click the subscription name to toggle between the different subscriptions you are an owner for and select the one you want to create the workspace in.
Further down the dialog, you'll see the Members section. If you've appointed any members to be Subscription Owners, they'll be listed here to remind you that they will be added to the workspace as an admin automatically.
Now enter the names (if they're members in another workspace with you already) or email addresses of the people you want to invite.
You can also select what kind of access you want each person to have to your workspace:
- Admin: This allows them to delete the workspace and manage its members, including removing people, inviting new people, and changing people's roles.
- Member: This allows them to do everything, but the described admin privileges above.
- Guest: This only allows them to access the tasks and projects they're explicitly invited to.
If you need to invite more teammates, just click "Add more people" to show more invitation fields. You can also click "Write message" to let your team know what the workspace is for, to fill them in on the project they'll be working on or just to add a friendly hello.
If your team uses Harvest for time tracking, you can choose to integrate it with your Flow tasks here as well. Just click the box beside "Show a Harvest timer on tasks" to activate.
Refresh the page, and a timer will appear at the top of every task and clicking through will open a pop-up where you can login to your Harvest account and choose the project/task to track time under.
You can also choose whether you want members, along with admins, to be able to invite people to workspace or if you want to leave the inviting strictly to owners/admins. You can change this setting at any time in Workspace Preferences.
Once you’ve filled in all the details, click "Create Workspace" to save.