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Creating a Workspace

Create a new workspace in Cloudairy for a different organization, client, or project. Set up your workspace with a name and customize your settings.

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Written by Bhumika
Updated over a month ago

Steps

  1. Click your profile icon in the bottom-left corner of the dashboard and click on settings.

  2. Select "Create New Workspace" from the dropdown menu
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  3. Enter a name for your new workspace (e.g., "Client Name," "Project Alpha")

  4. Choose whether the workspace should be private or public

  5. Click "Create Workspace" to initialize it

  6. You'll be taken to your new empty workspace dashboard

  7. Start inviting team members or creating your first board

  8. Customize workspace settings in Settings > Workspace Users

Notes

  • You can create multiple workspaces with different names and settings

  • The workspace creator is automatically the Owner

  • New workspaces start on the Free plan with 3 board limit

  • Consider organizing workspaces by client, project, or department

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