One workspace per client

A workspace holds your projects, their boards and the people who work on them. You can belong to as many workspaces as you like and switch between them. Freelancers make one per client. A small studio may only need one.

How it works

Each person in a workspace has one of four roles:

Every workspace keeps at least one owner.

Invites go out by email. An admin types an address and picks a role. The email has a button that opens the app and joins, plus a code to paste if the button does not work. The invite only works for an account with that same email address. It runs out after seven days. A new invite to the same address replaces the old one. An admin can also take back an invite nobody has used yet.

Removing someone takes away their access. Their tasks, comments and history stay.

Each workspace can have its own logo, and so can each project. An admin sets them in Settings, under Logos. The logo shows next to the name in the sidebar, so you can tell clients apart at a glance.

Some things belong to one workspace at a time:

• My Work, the list of tasks assigned to you.
• Your running timer. You can have one per workspace.
• Tokens for AI assistants. A token is a secret key that lets an assistant act as you. Each one works in one workspace only, with your role there.
• The GitHub link for your code, and its settings.

Your private to-do list is the one thing that follows you across all of them.

On a Mac, switch workspaces from the name at the top of the sidebar. On a phone, use the name at the top of the screen.

An example: Ana

Ana is a freelancer with three clients: a bakery app, a hotel site and a clinic booking app. She has a workspace for each, with the client's logo, so she always knows where she is.

The bakery owner is a guest in the bakery workspace. He watches the board move toward launch, but he cannot drag cards or leave comments. The hotel has its own developer, so Ana invited him as a member. He moves cards and logs his own time. The clinic workspace has only Ana in it.

She keeps one token per workspace in her AI assistant. So a question about the bakery never touches the clinic's tasks.

What it does not do

• No single list across all your workspaces. You switch between them.
• No custom roles and no access per project. The four roles are the whole list, and everyone in a workspace sees all of its projects.
• No public links. A shared task link only opens for people in the workspace.
• Guests cannot comment. If a client needs to reply, make them a member.

Set it up

Make a workspace from the switcher, then invite people from Members. Read how to set up a workspace per client and how to invite your team. For what members see when they join, read about comments and your inbox. Or see all devBoard features.