Projects

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Space Overview

With Space, you can manage multiple departments, teams, projects, tasks and all related correspondence with your coworkers in one place. Stay focused on tasks and projects relevant to you and easily navigate through your organization’s hierarchy.

In this article, we will briefly mention the most relevant functionalities and actions you can perform in your Space.

Add new Space #

To add new Space:

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

Now that you created new Space, you can proceed with other configurations.

Manage Team Members #

With Plaky, you can manage your Team Members within your Space.

Apart from adjusting your Space type as Open/Closed, you can also add/remove Team Members within your Space, or invite new Members to start using Plaky and become Members of your Space.

Plaky also enables you to define the user type of the newly-invited Members. User can be defined as Member (different access permissions), or Viewer (read-only).

Space members are referred to as Space subscribers. All users within one Organization are subscribed to Home (initial) Space, and cannot be unsubscribed/removed from it.

Closed Spaces and Viewer user type are paid features.

Join or Leave Space #

As a Team Member, you can join or leave a Space simply by clicking Join next to the Space name on the right. To leave the Space, click X next to your name in the Member’s list and confirm by clicking Unsubscribe, or click on Leave Space button in the top right corner.

Only Members can join Space, Viewers need to be added by Owner.

Switch between Spaces #

If your Organization has multiple Spaces, you, as a Team Member can be a Member of multiple Spaces.

If Space is Closed, only Owner can add new Member.

To switch between multiple Spaces:

  1. Navigate to the Space you’re currently visiting, at the top left corner
  2. Click the dropdown arrow
  3. Choose the Space from the list, or find one by entering keywords
  4. Once you choose the Space, you will be redirected to its homepage

You can switch between Spaces you have access to, back and forth.

Customize your Space #

Space can be customized so that it reflects types of projects, tasks or team that is in charge. Plaky gives you the opportunity to add a Space description, add cover photo and the icon. You can also set the most relevant Space as the default one, so that it’s the first one you see once you log in to Plaky.

Manage Boards #

Plaky allows you to manage your Boards in each Space in various ways. You can duplicate the Board, move Board to a different Space, change Board type, rename and delete it. Board can be set as Public (by default) or Private and made a Favorite.

Private Board is a paid feature available on Pro and Enterprise plans.

Folders #

Organize multiple Boards into Folders. Folders allow you to separate Boards according to the criteria of your choice (e.g. Marketing, Sales, Development… etc.).

You can also move the existing Boards into the Folder you’ve created.

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