Create a Workspace

Workspace can be used to manage all the bookings, projects and tasks of your team, department, or company.
Depending on how you joined Cirkus you may have joined an existing workspace, or have had one created for you.

Workspaces are also the way to unlock pro features such as resources scheduling, advanced project member management, and additional storage for your team.

Using Workspaces makes it easy to manage users, roles, and templates.
It also provides a separation between groups and teams. Members of one workspace cannot see the schedule, projects of another unless they are invited.
You will need to create an workspace in order to use the following advanced features in Cirkus:

  • Resource Scheduling
  • Roles
  • Task, Project, Booking and Object Templates (Customs fields, and Custom Statuses)
  • Request
  • Advanced Search
  • Groups
  • Triggers (Automation)

To Create a Workspace:

In the menu bar select Workspaces, then click on the “Add Workspace” button at the top of the content viewer.
Enter the name of your Workspace and enable the option for Roles and Tasks numbers.
Next, select your Workspace type. Workspace types are simply labels you will use to differentiate between different Workspace. Selecting a Workspace type doesn’t change any functionality in your Workspace.
Click OK to create your Workspace. 

To access the Workspace details, double click on the name.

Now you can setup your Workspaced and invite your team, add your Projects, set up Roles and add Templates

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