Getting started
Workspaces and projects: menu navigation
GrowthProfessional
Learn how to switch workspaces and projects quickly and create new ones in Growth and Professional plans.
When you work with multiple workspaces and projects, quick top-bar navigation saves time every day. This guide shows how to switch context smoothly without interrupting your workflow.
Workspace menu (left selector)
- Click the workspace name in the top bar to open the workspace list.
- Select a workspace to switch all content, conversations and settings to that workspace.
- Create a workspace by choosing _Create workspace_ at the bottom of the menu.
Project menu (right selector)
- Click the project name (for example, General) to open the project list.
- Select a project to focus the view on that specific project's content.
- Create a project by choosing _New project_ at the bottom of the menu.
Team best practice
Use workspaces for organisation/customer-level separation and projects for campaigns or content streams. This keeps filters, deadlines and responsibilities clean for everyone.
Plans
Managing and creating multiple workspaces and projects is available in Growth and Professional plans. If the menus or create actions are missing, verify your current plan.