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Create workspace

Let's get you set up your workspace where you and your team can collaborate on projects.

In this tutorial, you'll:

  • Create and configure a new workspace
  • Navigate the Plane interface and understand the sidebar
  • Switch between workspaces when working with multiple teams
  • Access workspace settings and support resources

Create new workspace​

If you've already signed up for Plane, you have your first workspace created during signup. This tutorial shows you how to create additional workspaces.

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💡 Don't need another workspace right now? You can skip to the next section.

Workspace switcher

  1. Access workspace switcher

    • Click on your current workspace name in the top-left corner.
    • You'll see the workspace switcher with your existing workspaces.

  2. Create new workspace

    • Click Create workspace at the bottom of the switcher.
    • The workspace creation form opens.

Workspace creation form

  1. Name your workspace

    • Enter a name that's familiar and recognizable for your team.
    • Usually your company name works best. You can always change this later in settings.

  2. Set workspace URL

    • Your URL is auto-generated from the workspace name.
    • Customize it if needed: app.plane.so/<your-custom-slug>.
    warning

    This URL choice is permanent and cannot be changed later. Make sure it's exactly how you want it.

  3. Select team size

    • Choose the range that matches your expected team size. This helps optimize your Plane experience.
    • You can always invite more people later.

  4. Complete setup

    • Click Create workspace to finish
    • You're automatically set as Admin with full permissions

Your new workspace appears in the top-left and shows 1 Member (you).

Explore your workspace Home​

After creating your workspace, you'll land on the Home page.

Workspace Home

Understanding the Home page​

Key sections you'll see:

  • Quicklinks: Save links to frequently accessed resources
  • Recents: Recently accessed work items, pages, and projects
  • Your stickies: Personal notes and reminders

Understanding the sidebar helps you move efficiently around Plane.

Personal section​

  • Home: Your workspace home
  • Inbox: Notifications and mentions
  • Your work: All work items assigned to you across projects

Workspace section​

  • Projects: All projects in your workspace
  • More: Click to pin additional workspace features like Views, Analytics, Drafts, and Archives to your sidebar for quick access.
Search

Use the search bar at the top to quickly find work items, projects, or pages across your workspace.

Projects section​

  • Direct links to individual projects for both configuration and daily work
  • Shows all projects you're part of or have access to

Additional options​

Click the ? icon at the bottom of the sidebar to access:

  • Documentation: Help guides and tutorials
  • Message support: Direct support chat
  • Keyboard shortcuts: Speed up your workflow
  • What's new: Latest Plane updates

Manage multiple workspaces​

Learn to work with multiple workspaces effectively.

Switch between workspaces​

  1. Access workspace switcher

    • Click your workspace name (top-left)
    • All your workspaces are listed
    • Current workspace shows a checkmark ✓
    • Member count and your role appear for each

  2. Navigate between workspaces

    • Click any workspace to switch to it
    • Each workspace maintains its own projects and settings

Join other workspaces​

When someone invites you:

  • You'll receive an email notification
  • Accept from email or directly in Plane

To join from within Plane:

  • Look for Workspace invites at the bottom of the switcher
  • Pending invitations appear here
  • Click to accept invitations from other teams

Configure workspace settings​

Customize your workspace to match your team's needs.

Access settings​

Workspace settings

  1. Open workspace settings

    • Click your workspace name (top-left) to open the workspace switcher
    • Click Settings next to your workspace name

  2. Key settings to explore

    • General: Change workspace name, upload company logo, and update team size
    • Members: View and manage team members.

You can successfully navigate to workspace settings and see customization options.

What's next?​