Create a Workspace

Modified on Wed, 8 Oct at 1:04 PM

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.
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)

A Pro workspace is needed for Resources Scheduling, Advanced Search and Financial features.

Create your Workspace
Configure Workspace for your Team
All done - invite your team and upgrade your plan to Pro

Create your 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.

Configure Workspace for your Team

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

In the Info tab you can configure various settings

General

In the General section, you can control how your workspace behaves.

Setting	Description
Type	Displays your workspace type (e.g., Organization). This has no functional impact, it’s just a descriptor
Display Name	Edit your workspace’s display name which will show in some lists
Use Roles	Toggle ON to be able to Roles (e.g., Producer, Editor) and assign people to Roles
Use Task Numbers	Enable to automatically number new tasks. If Off task will not have numbers
Use Time Reporting	Allow members to log time on tasks and projects.
Show Schedule	Makes the workspace schedule visible to members (via Schedule left menu and Project tabs)
Show Contacts	Enables Companies and Contacts database and shows these fields in all Projects
Project Membership	Simple means that all workspace users are in all Projects Advanced: Allows different Members for each project (Pro feature)

Use the Description box on the right side to summarize what the workspace is for — such as its purpose, clients, or projects.

Example:

“This workspace manages post-production tasks for Green Media, including editing, sound, and color grading.”

Schedule Defaults

Here you can set up the workspace’s scheduling behavior.
This section only shows if Use Schedule is ON

Setting	Description
Show Booking Conflicts	Highlights overlapping bookings in the Schedule and warns of resource conflicts when making Bookings
Show Task Conflicts	Highlights overlapping Tasks in the Schedule and warns of resource conflicts when making Tasks
All Day Hours	Set the standard working hours (e.g., 9:00 a.m. – 6:00 p.m.), so that bookings on consecutive days can be booked and will use this hour range (mac feature only)

See Related Articles - Conflicts and Conflict Handling, All Day Hours

Schedule Color Source Order

Define how colors appear in your team’s schedule and which colors should be prioritised for the booking cells in the schedule
The default order is:

Status Color – Based on task or booking status
Booking Color – Based on the booking itself
Project Color – Based on the project color

These can be removed, resized or added back in
This seeing will affect how all Workspace users see the main cell color, but other personal preferences also are available. See Related Article - Configure your Schedule Preferences

Schedule Statuses

Click Add Schedule Status... to define your own schedule statuses to indicate if a Booking is Confirmed or Unconfirmed

Confirmed
Pencil
Hold

When a Booking or Scheduled Task is created a Schedule Status can be selected .
See Related Article Schedule Statuses

Financial Settings

In the Financial Settings section, you can manage workspace currencies and custom units used for billing, estimates, or reporting.

Currencies

Here, you can define which currencies your workspace supports.

The default currency is the first one in the list (for example, EUR (default)).
You can add other currencies, such as USD or GBP, by clicking Add Currency....
All financial data and reports will be calculated in your selected default currency unless otherwise specified.

Tip: Choose a default currency that matches your organization’s main billing or accounting system.

Custom Units

Custom units are flexible time or cost measurement options used for Quotes and Rates .

Examples might include:

Half Day / Half Days – For part-day bookings
Long Day / Long Days – For extended shifts
Public Holiday / Public Holidays – For work on non-standard days

Click Add Custom Unit to create new measurement types that fit your organization’s workflow.

Example: Add units like “Editing Hour,” “Studio Day,” or “Delivery Slot” for specialized production work.

See Related Articles - Quotes and Rates

All done - invite your team and upgrade your plan to Pro

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

If you just signed up, your workspace is probably on a Free plan, to learn about the features available and process to upgrade to pro, contact support@cirkus.com or check out https://cirkus.com/pricing.