Intro to Workspaces

Video Placeholder Duration: 3-5 minutes Topics covered: What is a workspace, creating workspaces, workspace settings, switching between workspaces

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What is a Workspace?

A Workspace is the top-level container in Plane — think of it as your organization's home base. Everything you do in Plane happens inside a workspace.

If you're familiar with other tools:

• A workspace is like a Slack organization
• Or a Discord server
• Or a Notion workspace

Your workspace holds all your projects, work items, cycles, modules, and pages. It's where your team comes together to collaborate.

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Creating Your First Workspace

When you sign up for Plane, you'll create your first workspace during onboarding. Here's what you need:

1. Workspace Name — A descriptive name for your organization or team
2. Workspace URL (slug) — A unique identifier used in your Plane URL
   • Example: app.plane.so/your-workspace-name
   • URLs must be unique across all of Plane
   • Names can be duplicated, but URLs cannot

To Create Additional Workspaces

1. Click the workspace dropdown (top-left of the sidebar)
2. Select Create workspace
3. Enter your workspace name and URL
4. Click Create

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Workspace Members and Roles

Every workspace has members with specific roles that determine what they can do:

Role	Capabilities
Admin	Full control — manage settings, members, billing, and all projects
Member	Create and manage projects and work items they have access to
Guest	Limited access — can only interact with projects they're invited to

Inviting Members

1. Go to Workspace Settings → Members
2. Click Invite members
3. Enter email addresses and select their role
4. Members receive an email invitation to join

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Workspace Settings

Access your workspace settings through the sidebar dropdown. Key settings include:

• General — Workspace name, logo, and URL
• Members — Manage team members and their roles
• Billing — Subscription and plan management
• Integrations — Connect external tools (Slack, GitHub, etc.)
• Import/Export — Bring in data from other tools or export your data

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Switching Between Workspaces

If you're part of multiple workspaces:

1. Click the workspace name in the top-left corner
2. See a list of all workspaces you belong to
3. Click any workspace to switch to it

You can also accept invitations to join other workspaces from the Workspace invites page.

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Best Practices

• One workspace per organization — Most teams use a single workspace for their entire company
• Multiple workspaces for agencies — If you manage work for different clients, consider separate workspaces
• Descriptive names — Choose clear names that help members identify the right workspace

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Key Takeaways

• A workspace is the top-level container for all your Plane activity
• Each workspace has a unique URL
• Members can have Admin, Member, or Guest roles
• You can be part of multiple workspaces and switch between them easily

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Next Steps

Now that you understand workspaces, let's dive into Projects — the next level of organization inside your workspace.

Next Lesson: Intro to Projects