Create a Trello Workspace
10 min
Advanced
By the end of this lesson, you’ll be able to:
- Describe how Trello Workspaces improves organization, sharing, and collaboration
- Decide how to set up your Workspace
- Create a new Workspace
Workspaces are the foundation for collaboration in Trello
Trello Workspaces are containers for Trello boards, grouping related boards together for easy navigation and enhanced productivity for your team. They allow members to collaborate by accessing and managing shared boards, with views available as a calendar or table.
Workspaces can be created for free or upgraded to a paid plan. In a free Workspace, all members are Workspace admins, meaning they can invite or remove additional members, change the Workspace profile, and upgrade the Workspace to a paid plan. They can't, however, access private boards that they’re not a member of. In paid Workspaces, any Workspace admin has board admin privileges on any board within that Workspace, regardless of whether or not they’ve been added to that board in any role or the board’s visibility settings.
All boards must be in a Workspace.
👇 Click the boxes below to explore the following Workspace features that will enhance your Trello experience.
Group similar boards in one place, so team members have centralized access to the information they need.
👉 For example: A wedding planner might set up a Workspace for each wedding and include individual boards for event timelines, vendor coordination, budgets, event design, and day-of logistics, simplifying organization and allowing clients easy access to important details.
👇A Workspace is composed of many boards.
Plan your Workspaces ahead
Before creating a Workspace, it's important to determine its setup and how you will use it based on your needs. For most cases, Atlassian recommends creating a Workspace for a group or team rather than a single project, as projects are better managed as boards.
A Trello Collection is a feature in Trello Premium that allows you to group multiple boards together. Collections are essentially labels that you can apply to boards to organize and filter them within a Workspace. This is particularly useful if you have a large number of boards and want to focus on a smaller group related to a specific project or team.
👇 Click the boxes below to explore the following approaches when creating your Workspaces.
Create a Workspace for your team and organize boards by projects, meetings, and events.
👉 For example: A team may have boards for sprint planning, user feedback, and product roadmaps.
You may want to start with one Workspace and expand as your team grows. Switching between multiple Workspaces can complicate navigation.
Create a Workspace
Creating a Workspace in Trello is quick and easy!
To create your Workspace:
- Select your profile icon to view your account options.
- Select Create Workspace.
- Now add the Workspace’s details:
- Name: Choose a descriptive name that reflects your team or project, for example: "Event Catering Ops Team" or "Product Launch."
- Type: Specify the Workspace type, for example: Education, Small Business, Enterprise.
- Description: Provide a brief description of the Workspace’s purpose to guide members if you’d like.
- Click Continue.
👇Watch the animation to learn how to create a Workspace.
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Invite members to a Workspace
- Start collaborating with others by inviting them to your Workspace