Switch Between Workspaces

The workspace menu lets you jump between workspaces, create new ones, and get to settings quickly. It sits in the top-left corner of the screen.

What You Can Do From Here

When you click the workspace name in the top-left corner, a dropdown opens with:

• Your workspaces - Click any one to switch to it
• New Workspace - Create a brand new workspace
• Settings - Jump to the current workspace's settings
• Sign Out - End your session

Open the Workspace Menu

1. Look at the top-left corner of the screen.
2. Click the workspace name (or logo) shown there.
3. A dropdown menu opens.

Switch to a Different Workspace

1. Open the workspace menu.
2. You will see a list of all workspaces you belong to.
3. Click the one you want to go to.
4. The page changes to that workspace's dashboard.

Create a New Workspace

1. Open the workspace menu.
2. Click New Workspace.
3. A box pops up asking for a name.
4. Type in a name for your workspace (3 to 32 characters).
5. Click Create Workspace.
6. You are taken to the new workspace automatically.
7. The onboarding wizard starts right away.

Open Settings

1. Open the workspace menu.
2. Click Settings (this only shows when you are inside a workspace).
3. You are taken to the workspace settings page.

Sign Out

1. Open the workspace menu.
2. Click Sign Out at the bottom.
3. You are logged out right away.
4. The page goes to the login screen.

What the Badges Mean

Inactive Workspaces

If a workspace shows a yellow "Inactive" badge, it means onboarding was skipped:

1. Click that workspace to go into it.
2. Go to the Dashboard.
3. Onboarding restarts so you can finish setting it up.
4. After you finish onboarding, the "Inactive" badge goes away.

What If the List Is Empty

If you do not see any workspaces:

• Nobody has invited you to a workspace yet.
• Click New Workspace to create your own (if your account allows it).
• Or ask someone to invite you to their workspace.

Troubleshooting