Creating Your First Workspace
A step-by-step guide to creating your first iTasks workspace: naming it, adding the first project, finishing the initial setup, and getting the team ready.
A Workspace is your primary and fully isolated operating environment. In iTasks, it’s the "top-level" container: it holds your projects, tasks, team members, and the HelpDesk database. A workspace ensures that data from one company or team is completely separated from another.
How is it different from a project?
- ● Data Isolation: Customer and member information in one workspace is completely inaccessible from any other workspace.
- ● Access Management: You can granularly assign rights to projects within a workspace, but you cannot share data or access directly between different workspaces.
- ● Team Roster: Each workspace has its own independent list of users. Even if the same people work across different teams, they are treated as separate members with independent roles.
Pricing and Limits: The free plan includes one active workspace with Free limits: 3 members, 1 project, and 1 HelpDesk channel. If PRO expires and the first workspace exceeds those limits, it switches to read-only until the owner activates PRO or removes the extra resources. Any additional workspace also stays in read-only mode until a subscription is activated.
How to create a workspace?
There are two ways to create a workspace.
1. Initial Launch (Onboarding)
If you've just joined iTasks, the onboarding wizard will guide you through 3 simple steps:
- Name and timezone: Set your team name and immediately choose the workspace timezone for correct recurring schedules and default dates. During onboarding, the same timezone is also saved to the owner's personal profile.
- First Project: Create a foundation for your future tasks.
- Finish: Your workspace is ready — you can start working or invite members right away.
2. Via Workspace Menu
If you need to create another workspace (e.g., for a different department), you can do it anytime:
- Click on the current Workspace name in the top-left corner of the home screen.
- Select Create new workspace.
- Enter the name of the new workspace and confirm.
Next step: right after creating a workspace, teams usually invite members, assign roles, and open access to the required projects. Continue with “Inviting Users and Setting Access”.
Related topics
How to open iTasks, sign in through Telegram, and what to do if you see the access restriction screen.
How to choose the current workspace, switch between multiple workspaces quickly, and understand the limits of the free and PRO plans.
The next step after creating a workspace: how to invite users, choose roles, and grant access to the required projects.
What you see on the iTasks home screen, how task view modes work, where the key actions live, and how to navigate the app faster.
Want to try this scenario in the app?
Open iTasks in Telegram now, and come back here when you need a full step-by-step guide.
Open iTasksExplore more features