The first step you should do after registering Kanbanize account is creating a Workspace.
The Workspace is made available on the Dashboard and it is represented by a blue or green ribbon. Think of a Workspace as the environment that collects the Kanban Boards of different departments in your organization.
There are two types of Workspace: Team Workspace (the blue ribbon) and Management Workspace (the green ribbon).
1. How to Create a new Workspace
You can create as many workspaces as you need and each workspace can contain multiple Kanban boards.
Step 1: To create a new workspace, use the plus icon at the bottom right corner of your Dashboard to open the Retractable menu -> click on Add Workspace.
You can select to create a Team Workspace (1) or a Management Workspace (2).
(1) The Team Workspace is a collection of team Kanban boards where a team collaborates. A typical Workplace name would be "Engineering", "Marketing", "Operations", "Development team", etc. Under the Workspace, you can create multiple Kanban boards to reflect the processes of the team in the respective department.
For example, under the "Marketing" team Workspace, you can create "Content Writers board", "SEO board", "Marketing Events Board", etc.
For more information, please read the dedicated article.
(2) The Management Workspace is designed for Project Managers, Project owners, Delivery manages and C-level managers. The Management Workspace capability allows managers to select any existing Kanban board they are interested in and to display their respective Initiatives flows all at one place. The boards you select usually represent projects or products that you manage across the account.
This creates a unified visualization platform that allows managers to watch and track the progress of all Initiatives in your projects.
For more information, please check the dedicated article.
- Create a Team Workspace
If you want to create a Team Workspace, select the first option. In the new panel:
-> type the Workspace name (for example Marketing)
-> Enter the name of your first board to create it (for example SEO team)
The Workspace along with the board gets created on your Dashboard (img.1). If you want to add new Boards that belong to the respective Workspace, you have to click the Add board icon and give it a name. Note that every Board you create can be customized to reflect a different process via the workflow designer.
- Create a Management Workspace
Give your Workspace a name (1) and create a Management Board (2) by typing a name.
Step 3: Use the dropdown to select one or more existing team Boards from your account.
The system will instantly connect them with your Management Board and their Initiatives workflows will show up inside it.
The Management Workspace gets created on your Dashboard. Its color is green, in contrast to the Team Workspace that is blue.
You can create both Team and Management workspaces in your account to address the different needs in your organization.