Workspaces are what Flow uses to keep different types of work separate and group teams together. If you use Flow, you’ve been using a workspace, even if you’ve never created one—it’s where all tasks and projects live.
Workspaces can be used to break up the different departments in your company (like HR, Marketing, and Finance). Or maybe you run a design agency and you want to set up a workspace for each client project. Only the people invited to the workspace will have access to it.
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.
If you are permitted to create workspaces for one Team, you'll see it listed next to the Team field in the Create Workspace dialog. Hovering over the name will affirm that the workspace you create will be owned by your team.
If you are a member of more than one team—perhaps you both work in your employer's Team and in personal workspaces—you can toggle between them. Click
v next to the team name and select the Team to create the workspace for.
This step is important because it ensures that company workspaces are covered by the same subscription and personal workspaces are handled separately.
Now, name your workspace and select a color and symbol for your workspace icon. You can also upload an image such as a company logo to use as your icon.
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.
In the available member fields, enter the names (if they're members in another workspace with you already) or email addresses of the individuals you want to invite.
You can also select what role you want each person to have in the workspace:
- Admin: This allows them to create workspaces, delete workspaces and manage workspace members, including removing people, inviting new people, and editing user roles.
- Member: This allows them to do everything but the described admin privileges above. Users who are members in at least one workspace have the ablity to create workspaces for the Team they belong to and can also be permitted to invite new members to workspaces.
- 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.
Once you’ve filled in all the details, click "Create Workspace" to save. You'll now be able to access your workspace from the workspace switcher. You can make changes to your workspace or enable workspace-specific features by editing your workspace.