Create workspaces

Before creating a workspace, consider if we 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 we are planning. Tip: For as long as a workspace remains inactive, we 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 beginning

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


Procedure

  1. Open the Workspace Management tool.

  2. Click 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.

    Option Description
    Single-use Use 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 us 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.


Related tasks
Creating workspace templates
Changing workspaces
Canceling workspaces
Deleting workspaces
Viewing workspaces