Managing Workspaces: Private, Public, and My Tasks
🔒 Private Workspaces
Need to keep personal projects separate? Whether it's managing a “Home Renovation” or organizing a “Side Hustle,” private workspaces are the answer. Here's how:
Click on "Projects" and then on "+" in the left sidebar to create a new workspace.
Your newly created workspace is exclusively yours, providing a secure space for managing personal or non-work-related tasks.
You can manage access to this workspace in the “Team” section, ensuring privacy and control over who can view or edit your tasks.
🌐 Shared Workspaces
Collaborate seamlessly with shared workspaces in Motion. For example, if you're launching a new product with your marketing team, create a “Product Launch” workspace, invite team members, and everyone can access tasks and projects.
You can manage your Workspace access by following these steps:
Go to Settings.
On the left pane, you’ll see “Workspaces.”
Select the workspace you’d like to modify.
Under “Members,” click on “+Add Member” and then select the person you’d like to add to the workspace.
To revoke a member’s access to the workspace, simply click the trash bin icon next to their name.
Walkthrough
👤 My Tasks Workspace (Includes Private and Shared tasks)
”My Tasks” in Motion is your personalized task dashboard, consolidating all assignments regardless of their source.
For instance, imagine you're in a sales team and have a task in the shared “Sales'” workspace to finalize a proposal. This task, though in a public workspace, appears in your “My Tasks” too. This ensures you have a comprehensive view of all your responsibilities, from collaborative projects to individual tasks.
Motion's distinction between shared workspaces, “My Tasks,” and private workspaces provides flexibility for collaborating on team projects, tracking individual tasks, and managing personal responsibilities, all in one place.
Frequently Asked Questions (FAQs) 🤔
How can I add members and give them access to certain workspaces?
You can check out this article for more information: Team Management: Adding and Removing Members
Why can’t I assign tasks to my member?
This situation occurs when a member lacks access to the workspace where the task is from. TL;DR: Tasks can only be assigned to members if they originate from a public or shared workspace.
Example 1 - Task A was created in My Tasks; so, it isn’t possible to assign it to them because it's from your personal workspace.
Example 2 - Task B is located in a shared workspace called "Human Resources." You can’t assign your team member the task if they don’t have the permissions to access it. You can fix it in Settings > Team > Members.
Why can’t I add my teammate to a workspace?
It could be that they aren’t part of your team yet, and you’re trying to add them directly to a workspace. In such cases, it's advisable to first add them and then adjust their workspace access accordingly.
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