Planeteria Media Logo

Workspace

Workspace Overview Task

The general steps to this task are:

  1. Initial Setup + Invite Team
  2. Add Template
  3. Rename
  4. Cleanup

In depth visual instructions for each step can be found in each of the tabs. Scroll through the image slideshow to follow along.

Initial Workspace Setup

Please click through the carousal to follow visual instructions.

A user interface of monday.com shows the Planeteria Media workspace; the three dots menu is circled and expanded to display workspace management options.
Screenshot showing a user opening the menu in a workspace platform and highlighting the “Add new workspace” option under the Manage workspace menu.
A popup window titled
A workspace settings window shows an icon color picker, with the purple color selected, for creating a new workspace.
A dropdown menu displays various colorful icons and background options; the icon of a person is highlighted with an orange circle.
A dialog box shows a user renaming a workspace to
A pop-up window prompts the user to enter a workspace name and select privacy settings, with the “Add workspace” button highlighted in blue and circled in orange.
A workspace description field is highlighted with an orange circle.
A text box explains how to format a workspace description for a website design project, and advises updating terms for application projects.
A workspace dashboard displays the
A workspace page with the

Invite Team to Workspace

Add Workspace Template

Rename Boards & Documents

Clean Up Folders