Workspaces — Organize Your Boards

As your organization grows, so does the number of boards. A single engineering team might have one R&D board. A growing company might have a dozen — separate boards for each product area, plus feature requests, bugs, CS, and custom boards for every function.

Workspaces are how you keep that organized. They're collapsible folders in the sidebar that group related boards together, so every team member can quickly find the boards that matter to them.

What Is a Workspace?

A workspace is a named group in the sidebar that holds boards. It works like a folder — a label that keeps related boards together visually.

Workspaces are display organization only. They don't affect permissions, members, or board configuration. A board in the "Engineering" workspace works exactly the same as a board outside any workspace — it's just easier to find.

Creating a Workspace

To create a workspace:

  1. Click the + icon next to "Workspaces" in the sidebar
  2. Enter a name for the workspace
  3. Click Create

The new workspace appears in the sidebar immediately, empty and ready for boards.

Workspace names are flexible. Keep them short — one or two words that clearly communicate what type of boards live inside.

Assigning Boards to Workspaces

Drag and Drop

Drag any board in the sidebar and drop it onto a workspace name to move it inside that workspace.

Board Settings

Open a board's settings and go to General. The workspace assignment is a field you can update at any time. Select any workspace in the organization, or leave it empty to keep the board at the top level.

During Board Creation

When creating a new board, choose a workspace in the creation form. The board is created inside that workspace from the start.

Reordering Boards and Workspaces

Everything in the sidebar is drag-and-drop reorderable:

  • Drag workspaces to reorder them relative to each other
  • Drag boards within a workspace to reorder them
  • Drag a board out of a workspace to move it to the top level
  • Drag a board from the top level into a workspace

Order is per-user — reordering in your sidebar doesn't affect other team members' sidebars.

Collapsing and Expanding

Click a workspace name to collapse it. Click again to expand. When collapsed, the workspace name remains visible but the boards inside are hidden.

Collapsed workspaces are useful when you work primarily in one area and want to reduce visual noise. Your collapse state is saved — the sidebar remembers which workspaces you've collapsed between sessions.

Boards Without a Workspace

Boards don't have to belong to a workspace. Boards at the top level appear in the sidebar above the workspace list.

Top-level placement works well for:

  • Organizations with just a few boards (no grouping needed yet)
  • Cross-functional boards that don't belong to any single team
  • A shared company-wide board that everyone needs quick access to

Organizing by Use Case

There's no single right way to organize workspaces. Here are the most common patterns:

By Team

Each team gets a workspace. Engineering, Product, Design, Customer Success, Marketing, Operations.

This is the most common pattern for growing companies where different teams own different boards. Team members can collapse other teams' workspaces and focus on their own.

Engineering
  ├── Core App R&D
  ├── API Platform R&D
  └── Core App Bugs

Product
  ├── Feature Requests
  └── Roadmap

Customer Success
  ├── CS Accounts
  └── Onboarding

By Product Area

Each product line or module gets a workspace. App, API, Platform, Mobile.

Works well for product companies with clearly separated product areas that have their own engineering and QA teams.

App
  ├── App R&D
  └── App Bugs

API
  ├── API R&D
  └── API Bugs

Platform
  ├── Platform R&D
  └── Platform Feature Requests

By Function

Group boards by function rather than team. Development, QA, Support, Operations.

Useful for organizations where the same teams contribute to multiple product areas, but the type of work (dev vs. support vs. ops) is the more meaningful distinction.

Development
  ├── Product R&D
  └── Infrastructure R&D

Support & Success
  ├── Bugs
  ├── Feature Requests
  └── CS Accounts

Operations
  └── Internal Ops

Mixed

Combine approaches. Large organizations often end up with a mix — some workspaces by team, some by product area, some by function. That's fine. Use whatever grouping makes boards easiest to find.

Workspace Permissions

Workspaces don't have their own permissions. The boards inside each workspace have their own member lists and roles.

A team member who has access to an R&D board in the "Engineering" workspace but not the CS board in the "Customer Success" workspace will see the Engineering workspace (with the R&D board) but not see the Customer Success workspace in their sidebar at all.

Workspaces with no accessible boards are automatically hidden from users who don't have access to any board inside them.

Renaming and Deleting Workspaces

To rename a workspace, right-click the workspace name in the sidebar and select Rename, or open workspace settings from the workspace menu.

To delete a workspace, open the workspace menu and select Delete. Deleting a workspace does not delete the boards inside it — boards are moved to the top level automatically.

Tip: As your organization grows, workspaces help team members quickly find the boards relevant to them without scrolling through a long unorganized list. Even if you only have 3–4 boards right now, adding workspace structure early makes it easier to expand cleanly as you create more boards.

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