Creating a Workspace

Overview

This guide walks you through creating and configuring a workspace in the Org App. Workspaces are logical groupings within an organization that help you organize projects, tasks, and other entities.

Time Required: ~5 minutes Skill Level: Beginner

Prerequisites

Before creating a workspace, ensure you have:

• At least one organization created (see Getting Started)
• Administrative or owner permissions for the organization
• A clear purpose for the workspace (team, project, or department)

Creating a New Workspace

Step 1: Navigate to Workspaces

Navigate to the Workspaces page by clicking Workspaces in the sidebar or going to /apps/org/workspaces.

Step 2: Start New Workspace

Click the Create Workspace button in the upper right corner of the page.

Step 3: Select Parent Organization

If you have multiple organizations, select the organization where this workspace should belong.

Note: If you only have one organization, it may be pre-selected.

Step 4: Enter Workspace Details

Fill in the workspace form with the following information:

Step 5: Save the Workspace

Click Save to create the workspace. The workspace will:

• Appear in your workspace list
• Be automatically selected if no workspace was previously selected
• Become available in other FlowState apps

Organizing Workspaces

Common Workspace Patterns

Consider these organizational patterns when creating workspaces:

By Team

Organization: Acme Corp
├── Engineering
├── Marketing
├── Sales
├── Support
└── Operations

By Project

Organization: Acme Corp
├── Product Alpha
├── Product Beta
├── Internal Tools
└── Customer Projects

By Function

Organization: Acme Corp
├── Development
├── Testing & QA
├── Production Support
└── Research

Hybrid Approach

Organization: Acme Corp
├── Engineering
│   (projects, tasks, and sprints)
├── Marketing
│   (campaigns, content, events)
└── Shared Resources
    (company-wide items)

Workspace Naming Best Practices

Configuring the Workspace

Setting Up Workspace Attributes

After creating the workspace, configure attributes specific to your workflow:

1. Navigate to Attributes page
2. Create workspace-appropriate categories (or use org-level ones):
   • Development: "Feature", "Bug", "Tech Debt"
   • Marketing: "Campaign", "Content", "Event"
   • Sales: "Lead", "Opportunity", "Account"
3. Create tags for common labels:
   • Priority levels: "High", "Medium", "Low"
   • Status indicators: "Blocked", "Needs Review"

Workspace Context in Other Apps

Once a workspace is selected:

Managing Existing Workspaces

Selecting a Workspace

To switch your active workspace:

1. Navigate to Workspaces page
2. Click on the workspace you want to select
3. Selection persists across browser sessions

Editing a Workspace

To modify workspace details:

1. Navigate to Workspaces page
2. Click on the workspace to edit
3. Update the name or description
4. Click Save

Archiving vs Deleting

Warning: Deleting a workspace permanently removes all associated projects, tasks, and other entities.

Expected Results

After creating a workspace, you should see:

• Workspace appears in the workspace list
• Workspace is selectable for other FlowState apps
• Selection indicator shows active workspace
• Other apps filter content to the selected workspace

Troubleshooting

Issue: Workspace Not Appearing After Creation

Solution:

1. Refresh the page
2. Check that you saved the form (no validation errors)
3. Verify you're viewing the correct organization's workspaces

Issue: Can't Select Organization When Creating Workspace

Solution:

1. First create an organization in the Orgs page
2. Return to Workspaces to create a workspace
3. Ensure you have permissions on the organization

Issue: Workspace Selection Not Persisting

Solution:

1. Check that local storage is enabled in your browser
2. Ensure you're not in private/incognito mode
3. Clear site data and re-select

Issue: Other Apps Not Showing Workspace Data

Solution:

1. Verify the workspace is selected (check sidebar indicator)
2. Refresh the other app
3. Check that data exists in the selected workspace

Tips for Effective Workspace Management

• Start simple: Begin with a few workspaces and add more as needed
• Document purpose: Use descriptions to clarify workspace scope
• Regular review: Periodically archive inactive workspaces
• Consistent naming: Establish naming conventions across your organization
• Attribute alignment: Ensure attributes make sense for each workspace's content

Related Workflows

• Getting Started - Initial setup guide
• Features - Full feature documentation
• FAQ - Common questions answered