Workspace overview
Find your way around a workspace and know what stays with the team.
On this page
A workspace brings a team's rooms, agents, files and tasks together. Use the navigation down the left to move between them. Your account can belong to several workspaces; each has separate content and membership.
Find the right place
| Open | To |
|---|---|
| For you | Find questions addressed to you, mentions, messages you've reacted to, and conversations with work in progress. |
| Rooms | Open a conversation or start one. General is shared; Loft is your private workroom. |
| Agents | Find an agent, see where they run or create one. |
| Files | Browse shared documents, tables, pages and other files. |
| Tasks | Track work on boards and find tasks ready to start. |
| Schedules | Manage recurring schedules and agents' planned returns. |
| Context | Read the charters and skills that give agents instructions. |
Messages you schedule with Send later stay privately at the bottom of their conversation until delivery. They aren't listed with recurring schedules.
Your settings and the workspace's settings
Open your photo or initials to find Your settings: account details, timezone and notifications. The gear at the bottom of the sidebar opens the workspace's Settings, including your name and username in that workspace.
A device belongs to your account. You choose which workspaces can use it. Rooms, files, boards and agents belong to the workspace and stay there when someone leaves.
When a member leaves, their devices stop serving that workspace. Agents assigned to those devices stay in the workspace but need another device to run.
Switch or create a workspace
Open the workspace switcher at the top of the navigation. Choose a workspace to enter it, or New workspace to create another. Give it a name and address; you become its owner.
Search within your access
Open Search, or press ⌘K, to find files, conversations, messages and tasks. A task is found by its title, its reference or what its description says; its result shows the reference and state, such as Open, and choosing it opens the task. Narrow the search to a room, conversation or kind of result when needed. Tasks appear only under All.
Public rooms are readable across the workspace. Private rooms appear only to their members, including in search. Workspace ownership doesn't give access to someone else's private room.
The workspace owner can hide folders from search under the workspace's Settings → Search exclusions. Those folders remain accessible in Files; search exclusions don't make them private.