1. How to Create a Team Workspace?
You can create as many Team Workspaces as you need and each workspace can contain multiple Kanban boards.
Step 1: To create a new Team workspace, use the plus icon at the bottom right corner of your Dashboard to open the Retractable menu -> click on Add Workspace.
Step 2: Please select the first option (Team Workspace) (1).
The creation of the Workspace is a mandatory step as it holds the Kanban Boards where team members collaborate. The Team Workspace usually belongs to one team e.g. "IT", "Engineering", "Marketing".
Step 3: Type the name of the Workspace in the corresponding field (1) (for example Marketing). Other typical Workplace names are "Engineering", "Operations", "Development team", etc.
Step 4: Тhen create the first Team Board. A team needs at least one Kanban Board to work on. Enter the name of your first board (2) (for example SEO Board).
Examples for other boards, you can create under the "Marketing" team Workspace are "Content Writers board", "Marketing Events Board", etc.
Note that creating other boards comes as a next step, which is described below.
Click Done and you will see the Workspace and the Board you just created on your Dashboard.
2. How to create more Boards under the Workspace?
If you want to create other Boards under the Workspace, where to visualize diverse work processes of your team members, please follow the instructions below:
-> Click the Add Board icon.
-> Type the new Board name (for example Content Writers board) and click Create.
As a result, you will have two boards under the Marketing Workspace:
- the SEO team Board
- the Content Writers Board
Note that you can create as many Boards as you need. Just repeat the same steps. Each board you created has its own Board settings -> click the three dots icon.
The Workspace Managers or/and the Account Owners have to assign the registered Kanbanize team members to the board of their work area so that they have the access & work permissions.
To learn more about the initial Kanban board structure, please read the dedicated article.
The initial board view can be customized to match the unique process of every team in your department. Project Managers can use the Workflow designer to establish the process flow.
It is recommended that your PM organizes training for the collaborating teams so that each member is introduced the key Kanban principles.
The training must include a review of the created boards, as well as clear descriptions of processes. When everyone is familiar with the common goal, they would be able to work and suggest changes that will move your team in a positive direction.