Project Space
A Space is a logical grouping within a project that organizes tasks, teams, and activities. It helps segment the project into manageable sections such as phases, modules, departments, or workstreams.
Spaces enable better work structuring by allowing teams and roles to be assigned at a more granular level, ensuring clear ownership and controlled access across different parts of the project. It helps in identifying:
How project work is divided into logical sections
Which teams or users are responsible for specific areas
How access and responsibilities are structured within the project
A project can have multiple spaces
Each space can have different teams and roles assigned
Spaces help in segregating tasks and improving visibility
Access can be controlled at the space level
Add Space
To add a new Space within a project:
Click on the Space dropdown
Select + Create Space
Add Space | Configuration
Space Name
Enter text
Define the space name based on project segmentation. Example: Network Deployment – Phase 1
Add all people in the Project
Select option
Includes all project members in the space by default. If selected, all members automatically get access to the space.
Add specific teams or users
Select option
Allows selecting specific teams or users for the space. If selected, only selected teams and roles will have access
Select Team
Select from the dropdown
Choose the team to be associated with the space (mandatory when selecting specific teams). Example: FE Engineer Team
Add Role
Click to add
Assign roles within the selected team for the space.
Role Member Selection
Select from the dropdown
Assign specific members to the selected role within the space.
Click Save to create and add the space to the project.
Add Project
To create a new project, click the + (plus) icon in the Projects section available on the left panel. This opens the project creation panel.
Users can choose to create a project using an existing template or start from scratch.
Select a Project Template to create a project with predefined configuration (tasks, workflow, teams, and fields).
Select Blank Project to create a project manually without any predefined setup.
Once selected, the Add Project configuration wizard opens.
Project Creation
Project creation is completed through the following configuration steps:
Project Details – Define basic project information such as name, code, owner, workflow, and description
Task Template – Select and configure task fields
Task – Define or import tasks
Task Workflow – Configure task lifecycle and transitions
Define Team – Assign teams, roles, and members
Field Configuration – Control field visibility based on role and status
Preview – Review all configurations before submission
For detailed configuration of each step, refer to the Project Template section.
Fields marked with an asterisk (*) are mandatory and must be completed before proceeding to the next step.
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