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Create a Workspace

Create a Workspace when you need a new work area for a team, client, department, company, or major project. A Workspace keeps members, permissions, Collections, work items, reporting, and settings in one boundary.

Terms you may see:

  • Create Workspace opens the Workspace creation dialog.
  • Workspace name is the required name for the new Workspace.
  • Create creates the Workspace from the dialog.
  • The new Workspace becomes the active Workspace after creation.

Before you start

  • Your account must be allowed to create Workspaces.
  • The Workspace name must not be empty.
  • Workspace limits and plan rules can affect whether a new Workspace can be created.

Create a Workspace

  1. Open Workspace setup.
  2. Choose Create Workspace.
  3. Enter a clear name in Workspace name.
  4. Choose Create.
  5. Wait for the app to open the new Workspace.

Expected outcome: The new Workspace becomes active. New work you create after this point belongs to that Workspace unless the app asks for another scope.

Choose a good Workspace name

Use a name that helps users recognize the work boundary quickly.

Examples

  • Operations
  • Marketing Campaign 2026
  • Client - Acme
  • Product Team
  • Finance Shared Services
AreaControlWhat it doesState
Header actionsCreate WorkspaceOpens the create dialog.Hidden when Workspace setup is shown inside some dialogs.
Empty stateCreate WorkspaceStarts the same create flow when there are no active Workspaces.Available when the app needs a first Workspace.

Create dialog

Field or actionWhat it doesValidation or state
Workspace nameRequired name for the new Workspace.Empty names keep the create action disabled.
CancelCloses the dialog without creating a Workspace.No Workspace is created.
CreateCreates the Workspace.Disabled until Workspace name has text; shows loading while creation is in progress.

Troubleshooting

Create is disabled

  • Symptom: The Create action cannot be selected.
  • Cause: Workspace name is empty or contains only spaces.
  • Resolution:
    1. Enter a clear Workspace name.
    2. Remove leading and trailing spaces.
    3. Try Create again.

Create Workspace does not complete

  • Symptom: The create dialog stays open or the Workspace does not appear.
  • Cause: Your connection may be offline, your session may have expired, your plan may block more Workspaces, or your account may not be allowed to create a Workspace.
  • Resolution:
    1. Check your internet connection.
    2. Refresh and sign in again if needed.
    3. Ask an owner/admin to confirm whether your account can create Workspaces.
    4. Check plan or usage limits if the app shows an upgrade or limit message.

FAQ

What happens after I create a Workspace?

The app opens the new Workspace and makes it available from the Workspace switcher.

Can I rename a Workspace later?

Yes, when your role allows Workspace settings changes. Workspace-level settings are managed from Settings.

Why does the guide say Create Workspace when the dialog button says Create?

The guide uses the full action label so users know the guide will perform a real Workspace creation action. The dialog still shows the normal app button label.