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Guide

Workspaces, projects & tasks

Three simple levels. A workspace holds projects, and a project holds tasks. Here's how they fit together — and how to know which one you need.

Like a building

Workspace

A private space for one team or client. It has its own members, its own data, and its own billing — nothing is shared between workspaces. When you invite someone, they join at this level.

Like a room inside it

Project

A board inside a workspace for one body of work — say a website redesign or a marketing campaign. One workspace can hold many projects, and everyone in the workspace can see them.

Like an item on the board

Task

A single card inside a project: one thing to do, with an owner, a status, comments, and a due date. Tasks move across the board as the work gets done.

How they fit

One workspace, many projects, many tasks

Everything lives inside a workspace. Think of it as the outer container — projects sit inside it, and tasks sit inside each project.

Workspace

Acme Studio

One team — everyone you invite joins here.

Project

Website redesign

  • Design the homepage
  • Write the copy
  • Launch checklist
Project

Q3 marketing

  • Plan the campaign
  • Draft the newsletter

Most of the time you don't need a new workspace for new work — you add a new project inside the workspace you already share with your team. Reach for a new workspace only when the people or the client are genuinely different, since workspaces are fully separated from one another.