Workspaces are what Flow uses to keep different types of work separate and to 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. Team owners and General members will have access to all unlocked workspaces, while Limited members have to be specifically invited to workspaces to gain access.
To create a new workspace, click the
v next to the Team name on the left side of the blue header bar and select "Workspaces."
This will take you to the workspaces page. If you can create workspaces for the team, you will see a "Create new workspaces" box. Click this to get started. Note that Owners and General team members can create workspaces that are covered by the Team's subscription, while Limited users cannot.
Now, name your workspace and choose whether the workspace will be locked, which requires that you invite each workspace member, or shared, which allows all General members to access the workspace automatically.
If you want to lock the workspace and require invite-only members simply toggle on the button beside "Lock this workspace." Note that Team Owners can join locked workspaces without an invite. When you're happy with the workspace name and privacy settings click "Create Workspace."
The app will then open an "Invite Members" dialog where you can enter the names (if you already share a workspace with them) or emails of the users you want to work with in the workspace.
Once you've entered the names/email addresses, a "Set permissions for new members" drop down will appear below the invite field. You have the option to "Limit their role," which means they will only see the projects they have been specifically invited to and cannot create or edit projects in the workspace.
Apart from Team owners, who can access all Team workspaces and edit their contents, there are two workspace specific roles:
Member: Can view all shared projects in the workspace, create, edit and delete projects, as well as move projects to another workspace.
Guest: Can access the tasks and projects they’re explicitly invited to and cannot create, edit or delete projects in the workspace. You invite guests via the project invite form, where they are listed as "Guest."
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 settings at any time by editing your workspace.