Workspaces

Create, join, customise, leave or delete a workspace — its name, logo, accent, the words it uses and its defaults.

WebiPhone

A workspace holds a team's plans, people and settings. Admins set how it looks, what it calls things, and how new members, plans, chats and Nuri start out.

Where to find it

Platform	Path
Web	The workspace switcher at the top of the sidebar, and the settings group named after your workspace: About this workspace, Identity, Defaults and Remembered answers.
iPhone	ProfileTeams to create, join or customise a team, or SettingsTeam settings.

Create or join a workspace

From the workspace switcher, or SettingsAbout this workspaceYour other workspaces:

New workspace — you become its Owner.
Join with a code — enter the 5-character team invite code and choose Check code. If you're already a member, your access stays as it is.
Ask to join — open a workspace's ask-to-join link and add an optional note. An admin approves.

On iPhone, use ProfileTeams, then Create team or Join team.

Join a workspace with a code — Join with a code.

Identity

SettingsIdentity — admins only. Each change saves at once.

Workspace nameText

Shown in the switcher, on invites and in every email.

LogoImage

A photo or logo on the workspace mark. Without one, the mark uses its initial.

AccentChoiceDefault Pearl

Sky, Lilac, Mint, Aqua, Sand or Pearl — on the workspace mark, plan covers and the sidebar. Status colours never change.

What a plan is calledText

One word for one plan, like Show; the word for several follows. Music workspaces start with Gig, others with Plan.

Kind of workspaceChoice

Music and touring, Events, Production, Executive, Sports, Healthcare or Something else. Sets the words and role titles the workspace starts with; words you set yourself stay.

Plan parts

Which parts a plan shows, and in what order.

Section names and Role titles

Rename them for this workspace. What a role may do never changes with its title.

Customize what your team calls things — On iPhone: Team page › Customize what this team calls things.

Defaults

SettingsDefaults — admins only. Each person and chat can change their own afterwards.

Highest Autoflow modeChoiceDefault Bypass

Manual, Auto or Bypass — the most any plan here may do on its own. Each plan picks its own mode up to this, and Never rules still win.

New members hear aboutChoiceDefault Everything

Everything, or What needs them.

New plans are open toChoiceDefault Everyone in the workspace

Everyone in the workspace, or Only people added.

Nuri in this workspaceChoiceDefault Suggests

Suggests (people decide), Drafts for review (Nuri also drafts posts and messages for a person to send), or Only when asked.

Instructions for NuriText

How Nuri works for people here — words to use, preferences, what to check first. Up to 1,000 characters.

Who can post in new chatsChoiceDefault Everyone in it

Everyone in it, or Admins only.

Nuri in new chatsChoiceDefault Answers when asked

Off, Answers when asked, or Suggests to Triage.

Remembered answers lists the answers you chose to keep when making something new here. Ask me next time forgets one, so you're asked again.

Leave or delete

Leave the workspace from About this workspace.
Delete workspace (Owner only). You can download its data first, then type its name to confirm. Everyone else sees Leave instead.

Deleting removes it for everyone

Deleting a workspace removes every plan in it — with its travel, stays, files, guest lists and money — for everyone.

Your Personal workspace

Your Personal workspace is only yours. It has no members, roles, groups, team feed, team map, join requests or reimbursements. To plan with other people, create a team workspace — or share a single plan.