Creating a Space from the side panel

A Space can be your client, a campaign or a place to collate all your live projects. It provides your account with a hierarchical structure to help you better manage multiple clients, campaigns, and projects all in one place.

To create a Space from the side panel:

  • Click on the burger menu on the top-left corner of the screen.
  • The side panel should open.
  • Click on the + icon on the right-hand side of the Spaces option. The Create a Space wizard should appear.
  • Enter the Space name in the field provided and click Next.
  • Enter the Project name in the field provided and click Next.
  • Add your users by clicking Add a user.
  • Enter the names and email addresses of your users, allocate them as either members or guests and click Done.

Tip: To know more about the Members and Guests account roles, and the Admin, Editor and Observer project roles, visit User roles for guidance.

  • Click Let's go! to finish your set-up and you'll be redirected to your Project.

That's it! You are now ready to start adding tasks to your newly created Space and Project.

By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Cookie preferences