Get started with workspaces in airfocus

Workspaces are the building blocks of your airfocus environment. They allow you to group your items, feedback, and roadmaps into distinct areas, ensuring that different teams or products have the specific tools and data they need to succeed.

Watch: Get started with Workspaces

Watch this video to learn everything about workspaces: what they are, how to create and manage them, and how to set them up according to your needs.

What is a workspace?

In airfocus, workspaces are the environments where you organize your work items. Groups are like folders that hold multiple related workspaces.

For example, you could create a group called “App Development” to keep all your software work in one easy-to-find spot. Inside that group, you might have a “New Features” workspace to plan cool updates, a “Bug Fixes” workspace to track things that need repairing, and a “User Feedback” workspace to list what customers are asking for.

Create and manage workspaces

Create a new group

Click the plus sign icon to the right of “Workspaces” in the navigation menu on the left side of airfocus.
Select New group.
Add a group name, set default team permissions, and add members to the group.
Click Create group.

The group is now ready to have workspaces added to it.

Learn more: For more information about groups in airfocus, check out our Organize with workspace groups in airfocus article.

Create a new workspace

Click the plus sign icon to the right of “Workspaces” in the navigation menu on the left side of airfocus.
- If you want to add a workspace to a specific group, click the plus sign icon to the right of the group name in the navigation menu.
Select New workspace.
Select a template to start from or scroll to the bottom and select Start from scratch.
Click Use template from the top-right corner of the page.

Edit workspace settings

Within each workspace, you can customize the workflow to fit your team's needs. To access workspace settings, follow these steps from the workspace:

Open the three-dot menu from the right side of the workspace name at the top of the page.
Select Settings.

From here, you can edit:

General settings: Edit settings such as name, item type, initials, and color.
Fields: Add new fields or edit an existing one. Learn more.
Hierarchy: Determine how items relate to each other within the workspace. Learn more.
Permissions: Choose who has access to the workspace and at what level.

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