What Is a Workspace?
A Workspace is a collection of folders, projects, and templates. By inviting others to join your workspace, you can video call, chat, and collaborate in real time.
Create a Workspace
Tap
to unfold the left navigation pane.
Tap the plus button ➕ on the left.
Name your workspace and choose a color palette.
You can also choose an emoji icon or upload your own.
(optional) Invite team members to the workspace (see below).
💡 Note: Visit Change Workspace Color & Icon (Mobile) to learn more.
Edit a Workspace
You can customize or delete your workspace using the Edit menu:
Tap the three dots ··· in the top right-hand corner.
Tap the 🖊️ Edit icon.
Change the colour / name / logo of the workspace.
Share a Workspace
You can invite an unlimited number of users to a workspace. Those who join your workspace as members will have access to the projects and templates inside. To invite people to your Workspace:
Tap
Select your workspace on the left and choose the Home space from the list.
Tap 👤➕ button at the top of the screen.
You will see a list of workspace members and their roles.
Tap 👤➕ Invite people people to add new members.
To remove a user, tap their role and select 🗑️ Remove from the drop-down list.
💡 Note: Team members with access to your workspace will not have access to any folders you create. Visit Manage a Folder (Mobile) to learn how to invite them.
Set Workspace Permissions
Here's how to modify the user roles / permissions in a workspace:
Tap
Select your workspace on the left and choose the Home space from the list.
Tap 👤➕ button at the top of the screen.
You will see a list of workspace members and their roles (see below).
Tap a selected user role to change it.
🦄Owner | Owners can fully configure and edit projects and templates, manage project/workspace settings, and customize billing options. |
👩💻 Admin | Admins can fully configure and edit projects/templates and manage projects/folder settings. |
✍️ Editor | Editors can create and edit projects/templates in the workspace. They cannot manage project or workspace settings. |
✅ Checker | Checkers can complete and comment on tasks. They cannot edit tasks, projects, or templates. |
🤓 Viewer | Viewers can only comment and chat in projects. They cannot create or edit projects or templates in the workspace. |
Archive a Workspace
To permanently delete a workspace:
Tap
Select your workspace on the left and choose the Home space from the list.
Tap the three dots ··· at the in the top-right corner of your screen.
Tap the Edit icon.
Select Archive and confirm your choice.
Delete / Restore a Workspace
Archived workspaces are added to Archives. Here's how to delete / restore them:
Tap
Select the ⚙️ gear icon at the bottom-left corner.
Tap Archives and select the workspace you want to restore or delete.
Tap ↺ Restore Workspace or 🗑️ Delete Workspace.
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact