Creating a workspace in Projek allows you to establish a dedicated environment for managing projects, teams, and financial activities. Each workspace operates independently, ensuring that data, members, and workflows remain organized and secure.
The workspace creation process is designed to be straightforward while incorporating validation checks based on your subscription plan. This ensures that workspace limits and user capacities align with your current plan allocation.
Once created, a workspace becomes fully operational, allowing you to configure settings, invite members, and begin managing projects immediately.
Step 1: Access the Workspaces Section
Navigate to the Workspaces section from the main sidebar.
Click “Create Workspace.”
Step 2: Enter Workspace Details
Provide the following information:
Workspace Name: A clear and descriptive name to identify the workspace.
Description (Optional): Additional details explaining the workspace’s purpose or scope.
Choose a name that remains relevant as your projects evolve.
Step 3: Plan Limit Validation
Before finalizing creation, the system will:
Display your current workspace usage.
Show the maximum number of workspaces allowed under your plan.
Confirm whether additional workspaces can be created.
If the limit is reached, you may need to upgrade your subscription plan.
Step 4: Complete Creation
Click “Create Workspace.”
The system will:
Instantly generate the workspace.
Assign you as the Workspace Owner.
Redirect you to the new workspace dashboard.
After creation, you may configure:
Workspace name and description
Branding preferences (if permitted)
System preferences (timezone, language, etc.)
Default workflow settings
Configuration ensures that the workspace aligns with your organizational requirements.
If you are a member of multiple workspaces:
Use the Workspace Switcher located in the interface.
Select the desired workspace.
The system will load the corresponding projects, members, and financial data.
Each workspace remains fully separated to maintain data integrity.
Creating and configuring a workspace establishes the foundation for organized project management and structured team collaboration within Projek.