How to Create a New Workspace in Plannerly

If you're looking to organize your teams, offices, or project groups in Plannerly, creating a new Workspace is a great way to keep things tidy and efficient.

Who Can Create Workspaces?

Only Account Administrators have permission to create new Workspaces. If you do not see the option, please check with your account administrator or team lead.

How to Create a Workspace

  1. Log in to your Plannerly account.
  2. Navigate to the Projects tab.
  3. Scroll to the bottom of your existing workspace list.
  4. Click the + Workspace button.

    + Workspace button example
  5. Enter a name for your new workspace and confirm.

Tip

Use Workspaces to group projects by region, team, or purpose. For example: Los Angeles Office, BIM Templates, or Internal Projects.

If you need help managing Workspaces or permissions, please contact our support team through the in-app chat.