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Plaky Help Center Projects Create Workspace

Create Workspace

Workspace in Plaky represents a virtual space in which you can organize your project, department and tasks all in order to manage your time more efficiently and have a better overview of your Team Member’s work and progress.

This article covers all the necessary steps needed to add your Workspace and configure it, so that it suits your needs.

To add Workspace:

  1. Navigate to the Workspace name at the top left corner
  2. Click the three dots to open the menu
  3. Choose Add new workspace from the dropdown
  4. Enter Workspace name
  5. Click Create Workspace

Now, you can proceed with other configurations.

A newly created Workspace can be configured in different ways. The most important configurations can be found in the dropdown menu at the Workspace homepage.

These are as follows:

  • Add new Workspace
  • Rename Workspace
  • Change Workspace type (paid feature)
  • Set as default Workspace
  • Delete Workspace

Main Workspace cannot be deleted.

Rename Workspace #

To rename Workspace:

  1. Navigate to Workspace name at the top left corner
  2. Click the three dots to open the menu
  3. Choose Rename workspace from the dropdown
  4. Workspace name becomes editable
  5. Edit the name accordingly

Only Workspace Owners can perform this action.

Change Workspace type #

Workspace type can be Open or Closed.

Open Workspace is visible to all Members of the Company who have Plaky account and are Members of other Workspaces. They can be found when searched and joined by all Team Members except for Viewers. Viewers can only join certain Workspace by invitation from the Workspace Owner.

Closed Workspace is available only on paid plans and is visible only to the Members of that Workspace. It cannot be found when searched and can only be joined by an invitation from the Workspace Owner. Once a Team Member is removed from such Workspace, they cannot join it on their own again, only if they’re invited by the Owner.

Main Workspace cannot be Closed.

All added Workspaces are Open by default.

To switch Workspace to Closed follow these steps:

  1. Navigate to Workspace name at the top left corner
  2. Click the three dots to open the menu
  3. Hover over Change workspace type option
  4. Toggle the switch for Closed

You’ve changed the Workspace from Open to Closed.

Closed Workspace is marked with a padlock.

Set Workspace as default #

When you register, create an account and sign in as a Plaky user, you get a default (Main) Workspace assigned to you. With initial login, you get a Home Page and by clicking on the Recently used Workspace icon in the sidebar, you jump to that default Workspace.

Any Workspace you subsequently create can be set as default. Also, each time you log in, the Workspace that will open initially is the one you have visited prior to logging out.

Default Workspace is always Open and cannot be changed to Closed. Closed Workspace cannot be set as default Workspace.

To set Workspace as default:

  1. Navigate to Workspace name at the top left corner
  2. Click the three dots to open the menu
  3. Choose Set as default workspace

You’ve set the Workspace as default.

The default Workspace is marked appropriately, as well.

Only Workspace Owner (Workspace creator) can delete an existing Workspace.