Workspaces

Overview

Workspaces are containers that keep your work organized and separate. Think of them like separate accounts within Exponential - each workspace has its own projects, goals, actions, and team members.

When to Use Workspaces

Your Personal Workspace

When you sign up, Exponential creates a personal workspace automatically. This workspace is private to you and perfect for:

• Personal tasks and projects
• Individual goal tracking
• Private notes and journals

Creating a New Workspace

1. Click the workspace switcher in the sidebar (shows your current workspace name)
2. Click New Workspace
3. Enter a workspace name
4. Add an optional description
5. Click Create

Workspace Properties

Switching Workspaces

To switch between workspaces:

1. Click the workspace switcher in the sidebar
2. Select the workspace you want to view
3. The sidebar and all data will update to show that workspace's content

Your current workspace is always shown in the sidebar.

Workspace Settings

Access workspace settings by navigating to Settings within your workspace.

General Settings

Workspace owners and admins can edit:

• Name - Change the workspace display name
• Description - Update the workspace description
• Slug - View the URL identifier (cannot be changed after creation)
• Type - View the workspace type badge

Editing Workspace Details

1. Go to Settings in your workspace
2. Click Edit Settings in the General section
3. Update the name or description
4. Click Save Changes

Member Management

Workspaces can have multiple members with different access levels.

Member Roles

Inviting Members

1. Go to Settings in your workspace
2. Click Invite Member
3. Enter the person's email address
4. Select a role (Admin, Member, or Viewer)
5. Click Send Invitation

Invitation Process

When you invite someone:

Managing Pending Invitations

In workspace settings, you can see pending invitations with:

• Email address of invitee
• Role assigned
• Expiration date
• Who sent the invitation

Actions available:

• Copy invite link
• Resend invitation (generates new link)
• Cancel invitation

Removing Members

1. Go to Settings in your workspace
2. Find the member in the Members table
3. Click the trash icon to remove them
4. Confirm the removal

Note: You cannot remove the workspace owner.

Teams Within Workspaces

Workspaces can have teams linked to them for organizing collaboration.

Teams Section in Settings

The Teams section shows three categories:

1. Linked to this workspace - Teams already connected
2. Available to link - Your teams not yet linked
3. Linked to other workspaces - Your teams used elsewhere

Linking Teams

If you own a team:

1. Find it in "Available to link"
2. Click to link it to the current workspace
3. Team members can now access workspace content

Team Information Displayed

For each team you can see:

• Team name
• Your role (Owner badge if applicable)
• Member count
• Project count
• Team member avatars

See Teams for detailed team documentation.

Plugins and Workspaces

Each workspace can have different plugins enabled.

Plugin Isolation

• Plugin data is scoped to the workspace
• OKRs in one workspace are separate from another
• CRM contacts are workspace-specific
• Plugin settings can differ between workspaces

Managing Plugins

1. Go to Settings in your workspace
2. Click Plugins
3. Toggle plugins on or off

See Plugins for available plugins.

Best Practices

For Personal Use

• Use your default personal workspace for individual tasks
• Create separate workspaces for major side projects
• Keep work and personal completely separated

For Teams

• Create one workspace per team or department
• Invite team members with appropriate roles
• Use Admin role sparingly
• Keep Member role for most users

For Agencies/Consultants

• Create one workspace per client
• Keep client data completely isolated
• Use descriptive workspace names
• Document workspace purpose in descriptions

Naming Conventions

Good workspace names:

• "Marketing Team"
• "Client: Acme Corp"
• "Personal Projects"
• "Product Development"

Data Isolation

Workspaces provide complete data separation:

This means you can:

• Maintain confidentiality between clients
• Keep personal and work data separate
• Organize different areas of your life independently

Common Questions

Can I move data between workspaces?

Currently, data cannot be moved between workspaces. Plan your workspace structure carefully before creating lots of content.

Can I be in multiple workspaces?

Yes. You can be a member of as many workspaces as you need and switch between them freely.

What happens when I leave a workspace?

You lose access to all data in that workspace. Your data is not deleted - other members can still see it.

Can I delete a workspace?

Workspace owners can delete workspaces. This permanently removes all data in the workspace.

Next Steps

• Learn about Teams
• Configure Plugins
• Set up your first Project