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Getting started with workspaces

Workspaces give your monday.com account a clear, flexible structure. They help you organize departments, teams, and projects in one place so you can focus on what’s important while still navigating across your organization with ease.

 

Note: Looking to manage workspace permissions, privacy, customization, or templates? See Workspace settings and customization.

 

The Main workspace

When you first create an account, a default Main workspace is added automatically. All team members are part of this workspace, which makes it ideal for company‑wide collaboration and boards. 

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Note: The Main workspace cannot have members removed, cannot be deleted, and cannot be changed to another workspace type

 

If you don’t see the workspace navigation on the left side of your screen, it may be collapsed. Click the arrow to open the navigation as so:

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Tip: To learn about workspaces on the mobile app, see this article.

Create a workspace

Open the workspace dropdown at the top left of your screen and select Add workspace. Name your workspace and start adding boardsdocsdashboards, and more. After you create workspaces, team members can move existing boards into the relevant workspaces to keep things organized. There is no limit to the number of workspaces you can create!

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Tip: Enterprise accounts can create Closed workspaces for restricted collaboration. 

Navigate between workspaces

Use the workspace dropdown in the left pane to quickly switch between workspaces. The dropdown is organized to help you get to the workspaces you use most, with Pinned workspaces at the top (once you’ve pinned at least one) and Recent workspaces just below it (once you’ve visited workspaces). Below those sections, you’ll see the full workspace list, including workspaces from all products. The list is grouped into sections such as My workspaces and Workspaces I collaborate on.

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To pin a workspace, hover over it in the list and click the pin icon. To unpin it, hover again and click the pin icon a second time.

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Note: You can pin up to 50 workspaces. Pinned workspaces can’t be manually reordered, and they appear in the order they were pinned (with newer pins added to the bottom). To change the pinned order, unpin and re-pin workspaces in the order you want.

 

Recent workspaces show your last 5 visited workspaces and update automatically. You can’t remove workspaces from this section manually.

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A workspace can also appear more than once in the dropdown (for example, in Pinned and also in the full list), so you can still find it in its regular location.

When you select a workspace, you land on its homepage, where you can jump to recently visited boards and dashboards and manage its members. On Enterprise plans, the homepage also includes tools to manage permissions for that workspace.

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Note: All team members can access Main boards in Open workspaces through Quick Search and Search Everything. In Closed workspaces, only workspace members or those subscribed to a specific board can see them.

 

Workspace order 

When you open the workspace dropdown, you’ll see your workspaces organized to help you navigate faster. If you’ve pinned any workspaces, they’ll appear at the top under Pinned workspaces. Just below that, you may see Recent workspaces, which shows the last 5 workspaces you opened. Below these sections, you’ll see the full list of workspaces you have access to, grouped into sections such as My workspaces and Workspaces I collaborate on.

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Pinned workspaces are shown in the order you pinned them, with newer pins added to the bottom. Recent workspaces update automatically as you move between workspaces.

 

Join or leave a workspace

To join an open workspace, select it and click Join workspace in the top right. All team members, including admins and viewers, can join open workspaces.

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In Closed workspaces (Enterprise), you will see Request to join, which sends a request to the workspace owner for approval. After you join a workspace, you can leave it using the same button.

 

Sort within a workspace

By default, you can reorder items inside a workspace by dragging and dropping as so:

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If you feel like adding more structure to your workflow, you can sort a workspace alphabetically. To do so, simply open the workspace you'd like to sort, click the three-dot menu next to Workspaces, select Sort workspace, and choose Sort by alphabetical order. After sorting alphabetically, team members can no longer rearrange the contents by dragging and dropping.

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Sorting is set per workspace. You can choose alphabetical sorting in some workspaces while keeping manual ordering in others.

Tip: To prevent workspace contents from being reordered across the account, workspace owners on Enterprise can uncheck the Reorder workspace content in the left pane workspace permission.

 

Browse all workspaces

To see all workspaces on your account, including ones you are not subscribed to, click Browse all at the bottom of the navigation panel. 

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In Browse all, you can filter by product, membership type (Owner, Member, Collaborator), or privacy status (Closed or Open). On the left side, you’ll also find quick filters, such as workspaces you recently visited or where you hold a specific membership type, so you can quickly locate the most relevant workspaces.

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Find items in your workspace 

Finding items in your workspace can be tricky, especially if you're not sure what they're called. Use the quick filter or search bar in the left pane to narrow things down. Click on the magnifying glass icon and then the tornado icon to filter by asset type, who created it, your role, and privacy level. You can also type the item’s name directly into the search bar to locate it!

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Preview and edit boards and docs

When you need a quick look at a board, dashboard, doc, or other workspace asset, you can open it in an overlay instead of opening a new page. From the left pane, select the three-dot menu next to an asset in your workspace list or in Favorites, and then select Open in overlay:

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The overlay opens on top of your current page so you can quickly review or update information without switching back and forth between tabs or boards. You can scroll, make changes, and use board features as you would in the full-page view, then close the overlay and continue working.

 

Organize with folders

Inside each workspace, you can add folders to group related boards and keep processes easy to find. Use folders to add an extra layer of structure without overcomplicating your layout.

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Move boards between workspaces

To move a board to another workspace, click the three‑dot menu next to the board’s name, select Move to, and then Move to workspace.

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Note: Only board owners and admins can move boards between workspaces. They can move a board only into workspaces they’re part of. Guests cannot access workspaces and will only see Shareable boards they are invited to.

 

Delete a workspace

From the workspace homepage, click the three-dot menu in the top right and select Delete workspace.  Group 25 (8).png

Note: Deleting a workspace removes all of its content, including private content. You can restore individual content from the Recycle Bin within 30 days.

 

 

 

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