Daily work
Find a Space and manage its board
For: Space members, collaborators and Space managers.
Create a Space for your team
- From Spaces choose Create space. Select a template that fits your team and choose Use template.
- Review the proposed stages and work types, enter the Space details and finish creating it. Open the new Space before adding work.
What to expect. Find the named Space in the directory and check its board columns against your team’s workflow.
Find the right board
- Open Spaces and enter part of its name in Find a space. If someone shared work directly with you, try Shared with me.
- Open the Space. Choose board or list, then use Assigned to me, Collaborating, Following or Filter tasks to narrow the work.
What to expect. You see matching tasks in that Space. Open a task title to see its details.
Check membership or request access
- Inside the Space, open People & access and review Who can access this Space.
- If Request access is available, open it and complete the request. If you cannot open the Space at all, ask its owner to review your access.
What to expect. A request needs a decision before it changes access. A staff level or a link alone does not grant membership.
Configure a Space workflow
- If you manage the Space, open Space settings. Review its planning style, work types and stages.
- Set each stage’s category and work-in-progress limit as needed. Review the stage order before saving.
What to expect. Reopen the board to check the stage names and order your team will use.