Creating workspaces

Before creating a workspace, consider if you can use an existing workspace. That is, try to combine the work assigned to a content contributor into fewer workspaces where possible. Only create a new workspace if explicitly separating certain tasks is important for the activities you are planning.

Tip: For as long as a workspace remains inactive, you can reuse its task groups and tasks in other workspaces by simply copying them into the other workspaces as needed. It is recommended that you keep an inactive workspace with common task groups and tasks as a custom workspace template for copying common task groups and tasks into other workspaces.

See Creating workspace templates for more information.

Before you begin

Ensure that you are logged in to the Workspace Management tool as one of the following roles:
  • Workspace manager


  1. Open the Workspace Management tool.
  2. Click New New > Workspace.
  3. Enter the workspace name and description. The workspace name and description helps identify the workspace among other existing workspaces.
  4. Specify the workspace type.
    Single-useUse a single-use workspace when you only want to use the workspace for one group of activities. Once the workspace moves into the complete state, the resources used by the workspace, such as the database schema, are released.
    Persistent Use a persistent workspace for activities with an ongoing or repeating nature. The workspace never moves into the complete state and the resources used by the workspace are never released.

    For more information about single-use and persistent workspaces, see Workspaces, task groups, and tasks.

  5. Optional: Select Emergency fix to have the workspace ignore the set workspace locking policy. Ignoring the workspaces locking policy allows you to changed managed assets that are locked.
  6. Click Save; then click Close.

What to do next

After creating a workspace:
  1. Create task groups in the workspace.
  2. Create tasks in the task groups.
  3. Activate the task groups in the workspace.