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Getting StartedCreate a Space

Create a Space

A space groups related tasks, run history, tables, and outputs. Create separate spaces for business units, customers, processes, or any boundary that needs distinct access.

Create a space

  1. Choose Create space from the home page or sidebar.
  2. Enter a unique space name.
  3. Optionally add a description and choose an icon.
  4. Choose Create.

The new space appears in the sidebar. Use names that make the purpose obvious to other members.

Common structures

  • Sales, finance, or customer support teams
  • Customers or brands
  • Invoice processing or inquiry handling
  • Production and testing

For contractors or guests, grant access only to the spaces they need. See Spaces & Members for access management.

Next, connect an app for the task to use.

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