Overview
A Workspace is a collection of folders, projects, and templates. Workspaces can be used to organize your company, departments, and teams. You can also invite your clients and other groups of people you want to collaborate with in real-time. Each workspace acts as an independent container with its own members, permissions, and billing settings.
TL;DR: A Workspace is your own container for folders, projects, and templates, with its own members, permissions, and plan. Spin up one per team or client, assign any of seven roles from Owner to Viewer, and tap each workspace's Workspace DNA so your AI agents and automations get smarter as you work.
How to Create a Workspace
- Click the + icon in the left sidebar or go to your workspace list.
- Enter a name for the new workspace.
- (optional) Add a description and customize the workspace icon.
- Click Create to finish.
You can create multiple workspaces, for example, one per department, client, or project team. Switch between workspaces using the workspace selector in the top-left corner.
How to Manage a Workspace
- Invite members: Click the ˅ arrow next to your workspace name and select 👥 Members to add teammates. See Invite Members for details.
- Set permissions: Each member can be assigned one of seven roles: Owner, Maintainer, Editor, Commenter, Collaborator, Participant, or Viewer. Visit User Roles and Permissions for a full breakdown.
- Transfer ownership: You can assign the Owner role to another member at any time. See Transfer Workspace Ownership.
- Upgrade your plan: Activate a paid plan on a specific workspace from Settings → Billing. Learn more in How to Upgrade.
Archive a Workspace
Archiving hides a workspace from the sidebar without deleting any of its projects, agents, or automations. Useful when a client engagement wraps up, a quarter ends, or a side project goes quiet.
- Open the workspace you want to archive.
- Click the ˅ arrow next to the workspace name in the top bar.
- Pick Archive workspace.
- A confirmation dialog opens with the title Archive workspace? Read the short summary of what will happen.
- Confirm. The workspace moves to your archive and disappears from the sidebar.
You can restore an archived workspace at any time from your workspace list. Everything comes back exactly as you left it.
Why the confirm step? Archiving is reversible, but the dialog is intentional friction. It prevents accidental archives when you meant to switch workspaces or close a tab.
Workspace DNA
Every Taskade workspace has a unique Workspace DNA, a living intelligence layer that connects your projects, agents, and automations. As you work, your workspace learns your patterns, preferences, and domain knowledge, making every tool smarter over time.
The Three Pillars: Workspace DNA is built on Memory (Projects & Databases), Intelligence (Custom AI Agents), and Execution (Automations). Learn more in the Workspace DNA guide.
Tips
- Use folders inside a workspace to group related projects by topic, sprint, or client.
- Pin frequently used projects to the top of a workspace for quick access.
- Every workspace has its own set of AI agents and automations, so you can tailor intelligence to each team's needs.
Frequently Asked Questions
How many workspaces can I create?
You can create multiple workspaces, for example one per department, client, or project team. Each workspace is an independent container with its own folders, projects, members, and billing settings.
What roles can I assign to workspace members?
Each member can hold one of seven roles: Owner, Maintainer, Editor, Commenter, Collaborator, Participant, or Viewer. See User Roles and Permissions for a full breakdown of what each role can do.
What is Workspace DNA?
Workspace DNA is the living intelligence layer built on Memory, Intelligence, and Execution. Your projects and databases feed Memory, your custom AI agents add Intelligence, and your automations handle Execution, so every tool gets smarter as you work. Learn more in the Workspace DNA guide.
Can I activate a paid plan on a single workspace?
Yes. You activate a plan per workspace from Settings, Billing. Annual plans start at Free $0, then Starter $6/mo, Pro $16/mo (Popular, up to 10 users), Business $40/mo, Max $200/mo, and Enterprise $400/mo. See How to Upgrade for the steps.
Which plan unlocks Custom Domains for my Taskade Genesis apps?
Custom Domains and GenesisAuth are available on Business and up. Single sign-on is on Enterprise, and the hosted MCP server is included on every paid plan (Starter and up). You can build a live app on any plan and add these features as you grow.
Does archiving a workspace delete my projects?
No. Archiving hides a workspace from the sidebar without deleting any projects, agents, or automations. You can restore an archived workspace at any time from your workspace list, and everything comes back exactly as you left it.
Can I transfer ownership of a workspace?
Yes. The Owner can assign the Owner role to another member at any time. See Transfer Workspace Ownership for the full process.
Related guides
- Are my workspaces and folders private?. Privacy and sharing settings
- How do I create a project?. Start your first project
- Use Templates. Jumpstart projects with ready-made templates