What is a Workspace?
A workspace is the top-level container in Trilo that holds:- Areas: High-level organizational categories
- Projects: Where your actual work happens
- Members: Everyone who has access
- Settings: Configuration for the entire workspace
Creating Your First Workspace
During Sign Up
When you sign up for Trilo:Creating Additional Workspaces
If you need another workspace:Workspace Settings
Basic Information
| Setting | Description |
|---|---|
| Name | Your workspace’s display name |
| URL | The unique identifier in your workspace URL |
| Logo | Visual branding for your workspace |
| Description | Optional description of the workspace |
Configuring Settings
Changing Workspace Name
- Go to Settings > Workspace
- Edit the Name field
- Save changes
Changing Workspace URL
- Go to Settings > Workspace
- Edit the URL field
- Ensure the new URL is available
- Save changes
Adding a Logo
Brand your workspace with a logo:- Go to Settings > Workspace
- Click on the logo area
- Upload an image (recommended: square, at least 200x200 pixels)
- Save changes
- Sidebar header
- Workspace switcher
- Email notifications
When to Create Multiple Workspaces
One Workspace (Most Common)
Most teams should use one workspace:- Single team or organization
- Unified communication
- Easier member management
- Consistent settings
Multiple Workspaces
Consider separate workspaces for:- Different organizations: Completely separate businesses
- Clients: Agency managing different client accounts
- Personal vs. work: Keep personal projects separate
- Different departments: When complete separation is needed
Areas and projects within a single workspace usually provide enough organization without needing multiple workspaces.
Switching Between Workspaces
If you belong to multiple workspaces:Quick Switch
Use keyboard shortcutCmd/Ctrl + K and type the workspace name to switch quickly.
Workspace Members
Adding Members
Invite team members to your workspace:- Go to Settings > Members
- Click Invite
- Enter email addresses
- Select role (Admin, Member, Guest)
- Send invitations
Member Roles
| Role | Capabilities |
|---|---|
| Owner | Full control, including billing and deletion |
| Admin | Manage members, settings, and all content |
| Member | Create and edit content in accessible projects |
| Guest | Limited access to specific projects |
Roles & Permissions
Learn more about roles and permissions.
Workspace Limits
Free Plan
- Limited members
- Core features available
- Basic storage
Paid Plans
- More members
- Advanced features
- More storage
- Priority support
Archiving a Workspace
If you no longer need a workspace but want to preserve its data:- Go to Settings > Workspace
- Find Archive workspace
- Confirm the action
- Are hidden from the workspace list
- Preserve all data
- Can be restored later
- Don’t count toward limits
Deleting a Workspace
To delete a workspace:- Go to Settings > Workspace
- Scroll to Danger Zone
- Click Delete workspace
- Confirm by typing the workspace name
- Complete deletion
Best Practices
Choose a clear name
Choose a clear name
Pick a name that’s easily recognizable. Usually your company or team name works well.
Use a professional URL
Use a professional URL
Your workspace URL appears in shared links. Choose something clean and professional.
Add a logo
Add a logo
A logo makes your workspace more recognizable and feels more professional.
Start with one workspace
Start with one workspace
Don’t create multiple workspaces unless you have a specific need. Start simple and add complexity later.