Workspaces group related projects, tasks and assets. By automating workspace creation and configuration, your AI content agents can set up new teams or campaigns in seconds, with consistent processes.
Tool | Summary |
Add workspace member | Add a user to a workspace. |
Archive workspace | Archive a workspace. |
Change workspace member role | Modify a member’s role. |
Create template stage task | Add a task to a template stage. |
Create workspace | Create a new workspace from a template. |
Create workspace role | Create a custom role for a workspace. |
Create workspace stage | Add a new stage to a workspace. |
Delete workspace | Permanently delete a workspace. |
Duplicate template | Copy a workspace template. |
Invite workspace members | Invite multiple users at once. |
Remove template task | Delete a template task. |
Remove workspace member | Remove a user from a workspace. |
Remove workspace stage | Delete a stage. |
Restore workspace | Restore an archived workspace. |
Set workspace automation | Toggle automations on or off. |
Set workspace content type | Set the default content type for projects. |
Set workspace field enabled | Enable or disable custom fields. |
Toggle template task approval | Require approval for a template task. |
Update default project view | Set the default view (simple/advanced) for projects. |
Update template task description | Edit the description of a template task. |
Update template task position | Reorder tasks within a stage. |
Update workspace description | Edit the long description of a workspace. |
Update workspace icon | Change a workspace’s icon. |
Update workspace order | Reorder a workspace within its folder. |
Update workspace short description | Edit the tagline of a workspace. |
Update workspace stage | Update stage properties. |
Update workspace stage position | Reorder stages. |
Update workspace template status | Publish or archive a template. |
Update workspace title | Rename a workspace. |
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