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Creating Workspaces

What is a Workspace?

A workspace is a container for organizing your projects, team members, and time tracking activities. Think of it as a separate environment where you can manage work for a specific client, department, or business unit.

Key Concept

Workspace vs Unit: A workspace is the organizational container, while a "Unit" refers to the overall CADENSA account. Multiple workspaces can exist under one Unit, depending on your tier.


Workspace Creation Process

Step 1: Navigate to Workspace Management

  1. Log in to your CADENSA account at app.cadensa.io
  2. Click on the Workspace selector in the sidebar (top-left)
  3. Click the "Add Workspace" button

Step 2: Fill in Workspace Details

You'll be prompted to enter the following information:

Required Fields

  • Workspace Name

  • Choose a descriptive name (e.g., "Marketing Team", "Client ABC", "Q1 Projects")

  • Must be unique within your account

  • 3-50 characters

  • Example: Marketing Department

  • Timezone

  • Select your working timezone (IANA format)

  • Important for accurate time tracking and reporting

  • Examples: Europe/Budapest, America/New_York, UTC

  • Cannot be changed after creation

Optional Fields

  • Description

  • Brief description of the workspace purpose

  • Helps team members understand the workspace scope

  • Example: Workspace for all marketing-related projects and campaigns

  • Working Hours

  • Default working hours per day

  • Used for capacity planning and reporting

  • Default: 8 hours

  • Range: 1-24 hours

  • Currency

  • Default currency for billing and rates

  • Options: EUR, USD, HUF, GBP, and more

  • Default: EUR

  • Can be changed later in workspace settings

  • Default Billable Rate

  • Default hourly rate for time entries in this workspace

  • Can be overridden at project/user/task level

  • Optional (leave blank if not applicable)

  • Example: €50/hour

Step 3: Configure Advanced Settings (Optional)

  • Require Task for Time Entry

  • Enable: Users must select a task when tracking time

  • Disable: Task selection is optional

  • Recommended for detailed tracking

  • Auto-start Timer on Login (PRO+)

  • Automatically starts the timer when users log in

  • Useful for consistent work schedules

Step 4: Create Workspace

Click the "Create Workspace" button to finalize creation.


Tier Restrictions

Different subscription tiers have different workspace limits:

TierMax WorkspacesNotes
FREE2Up to 2 workspaces per unit
PRO10Suitable for agencies or multi-client freelancers
ENTERPRISEUnlimitedNo restrictions
Tier Limits

If you reach your tier's workspace limit, you'll need to either:

  • Delete an existing workspace
  • Upgrade to a higher tier
  • Archive unused workspaces (ENTERPRISE only)

Best Practices

Do's

  • Use descriptive names - Makes it easy to identify workspaces at a glance
  • Organize by client or department - Keeps work separated and organized
  • Set the correct timezone - Critical for accurate reporting and scheduling
  • Configure default rates - Saves time when creating projects and tracking time
  • Add workspace description - Helps new team members understand the purpose

Don'ts

  • Don't create too many workspaces - Can become difficult to manage
  • Don't use generic names - "Workspace 1", "Test" are not helpful
  • Don't forget timezone - Incorrect timezone causes reporting issues
  • Don't skip working hours - Used for capacity calculations and burndown charts

Example Workspace Configurations

Freelancer Setup

Name: Client Projects
Timezone: Europe/Budapest
Working Hours: 8 hours
Currency: EUR
Default Rate: €60/hour
Description: All client project work

Agency Setup

Workspace 1:
Name: Client A - Marketing
Timezone: America/New_York
Currency: USD
Default Rate: $75/hour

Workspace 2:
Name: Client B - Development
Timezone: Europe/London
Currency: GBP
Default Rate: £65/hour

Workspace 3:
Name: Internal Projects
Timezone: Europe/Budapest
Currency: EUR
Default Rate: Not set (internal work)

Enterprise Setup

Workspace 1: Marketing Department
Workspace 2: Sales Department
Workspace 3: Product Development
Workspace 4: Customer Support
Workspace 5: HR & Operations

After Creation

Once your workspace is created:

  1. Invite team members - See Inviting Members
  2. Create your first project - See Creating Projects
  3. Configure workspace settings - See Workspace Settings
  4. Set up roles and permissions - See Workspace Roles

Troubleshooting

"Maximum workspaces reached" error

Problem: You've reached your tier's workspace limit.

Solutions:

  1. Archive an unused workspace (Workspace selector → Edit Workspace → Danger Zone → Archive Workspace)
  2. Upgrade to PRO (10 workspaces) or ENTERPRISE (unlimited)

Cannot change timezone

Problem: Timezone is locked after workspace creation.

Why: Changing timezone would corrupt historical time tracking data.

Solution: Create a new workspace with the correct timezone and migrate projects.

Workspace not showing up

Problem: Created workspace doesn't appear in the selector.

Solutions:

  1. Refresh the page (F5)
  2. Check if workspace creation actually succeeded (check email confirmation)
  3. Clear browser cache
  4. Contact support if issue persists

Next Steps


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