Why should I use workspaces?
Our customers use workspaces to organize projects across teams and initiatives. For example:
- ABC Corp Research
- ABC Corp Marketing
- ABC Corp Product
- Product line 1
- Product line 2
- Product line 3
If you're an agency or innovation team, you can use workspaces to separate client accounts.
- Client 1
- Client 2
- Client 3
Viewing & switching workspaces
The dropdown next to the PlaybookUX logo lists all of your teams workspaces.
Click into the dropdown to switch workspaces.
Creating a workspace
Click into the workspace dropdown then click "Create Workspace".
You will be directed to a page that asked you to enter a workspace name.
Enter a workspace name, then click "Create". The workspace will now be visible in the Workspace dropdown.
Renaming a workspace
Rename a workspace by heading to account settings.
On the general tab, you can rename the workspace.
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