What is a Workspace?

Q: 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. flowchart LR M[Memory Projects & Databases] --> I[Intelligence AI Agents] I --> E[Execution Automations] E --> M style M fill:#0d1b2a,color:#7dd3fc,stroke:#38bdf8,stroke-width:1.5px style I fill:#2a1225,color:#ff8fa3,stroke:#ff2d60,stroke-width:2px style E fill:#11111b,color:#cdd6f4,stroke:#00d4aa

Updated 2026-04-07·3 min read

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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.

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.

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.

ℹ️

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.