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Team workspaces in Todoist: A new home for your team’s work

By Todoist

Summary

Topics Covered

  • Workspaces Blend Personal and Team Projects
  • Flexible Access Controls Prevent Over-Sharing
  • Folders Replace Sub-Projects for Team Organization
  • Custom Filters Segregate Work from Personal Tasks
  • Guests Enable Controlled External Collaboration

Full Transcript

Hi everyone. I’m Rain from the product team at Todoist.

We've been working on workspaces for a while now.

Since we opened up the beta in June last year, about 8,000 teams have joined us in testing workspaces, reporting bugs, helping us figure out what to build next and getting workspaces ready for showtime.

I'm excited that we're finally removing the beta label from workspaces, and making it available to everyone.

Once you get access, you’ll see a new section in your sidebar.

Click on your team's name to access your team workspace.

Think of this space as a shared home for your team’s projects.

Browse through projects that other team mates have created, click on them to preview what's inside them, as well as join projects that you're not already a part of.

Upon joining a project, it appears in your sidebar for easy access.

Above your team projects, you'll find your personal projects, just as before.

These projects belong to you and nobody in your team can see them.

Should you leave your team, they will still be accessible to you.

To get started, drag a team project from your personal projects into your team workspace.

Upon doing so, you'll see the option to keep the access level as is, restricted it, which means that only people who are invited can view it.

Or you can change it to full access, any team member can easily view and join the project, in order to collaborate with the team.

You also have the ability to create restricted projects when adding a new project in your team workspace.

Just go into your project and change access level here.

I currently have a restricted project in this workspace.

The project is for my 1:1 with my manager Dominique.

Only Dominique and I can see this project.

Nobody else in the Doist workspace is able to access it.

If you use sub-projects, you'll notice a big change as well.

In the team workspace, folders are used as a shared way to organize team projects.

You can see in the Doist workspace, that we already have a couple of folders.

Clicking to expand folders show you all the different projects within them.

You can easily create a folder by clicking the Add button, naming the folder and selecting the projects to include in the folder.

Another feature that we often use at Doist is the ability to copy a project link and share it with someone else.

Clicking on the link opens up the project immediately, which allows quick access to the project.

Links are also available for sections, tasks, as well as comments.

When it comes to organizing your day and week, all the tasks that are assigned to you, whether in your team or personal projects, are available in the Today and Upcoming view.

For instance, here is my Today view.

There are many view options that are available for you to manage this information, including the ability to group your tasks by workspace.

This gives you better separation and focus.

For me personally, I prefer not to see my personal tasks when I'm at work.

To achive this I use custom filters, which are available in workspaces as well.

You can see in my favourites here, that I have created a custom view to only see tasks assigned to me in the Doist workspace.

Nothing in my personal projects appear here.

Other than providing teams with more transparency and easier sharing, workspaces also give team admins the ability to control who has access to the projects.

Click your team's name, and then the Members button at the very top, you'll see a list of people that have access to your team projects.

Invite more people to join the team by sending them the invite link, or by inviting them via their email addresses.

Admins have the ability to change the role of individual members.

You'll notice that in this list, you will also see guests that only have access to specific projects within your workspace.

The guest role is great for collaborating with external stakeholders in ad-hoc projects.

For instance, if you are working with a freelancer, or if you want to collaborate with your client on a couple of projects.

That covers everything I wanted to share with you on today's update.

What I've shown you so far is only the foundation of what's to come, for team collaboration within Todoist.

Check it out with your team and let us know what you think.

Thanks very much for watching. Bye!

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