Step 2 - Using Workspaces

When trying to make a decision about how to use Workspaces we have some general guidelines to help you make decisions for your team now but with and eye for the future. Keep in mind that these are guidelines and not hard and fast rules, so use Workspaces as you see best for your organization.

Situations where more than one Workspace is recommended:

• A Workspace used as a Sandbox, this can be good for owner or admin testing needs.
• When there is sensitive information that can’t be shared with the entire organization. Examples where this could make sense for Legal, HR, Finance.
• Agencies that want to use separate workspaces individual clients. An Enterprise plan would be required for this use case as this plan allows for unlimited Workspaces.

Situations where more than one Workspace is NOT recommended:

• Workspaces broken out by team.
• Workspaces by initiative.
• Workspaces for different products.

When it comes to creating Workspaces, planning for the future state is best. As a rule of thumb, try to stick to one workspace. Maybe metrics and reporting don’t seem key now but as your team scales this need for a high level view of work and projects could become essential.