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How to create a new workspace

Learn how to create a new workspace to organize your content, team collaboration and approval workflows in one place.

Ina Gladii avatar
Written by Ina Gladii
Updated over 2 weeks ago

Creating a workspace in Planable takes just a few minutes and involves setting up your general workspace information, inviting team members, connecting pages and configuring approval workflows.

Follow this step-by-step guide to get started.

Basic workspace setup

1. Log in to your Planable account

Log in with your credentials at the Planable login page.

2. Navigate to the Dashboard

Go to the Dashboard where you can see all your workspaces.

3. Create a new workspace

You have two options to create a new workspace:

  • Click the "+ New Workspace" button in the top-right corner of the dashboard

  • Click the "Create a workspace" button that appears in the center of the dashboard

4. Enter workspace details

Enter a name for your new workspace. Choose something descriptive that identifies your team, client or project.

5. Select a time zone

Choose the appropriate time zone for your workspace. By default, this is set based on your browser location.

Team collaboration

6. Invite collaborators

As part of the workspace creation process, you'll be prompted to invite team members and clients. You can either:

  • Complete the invitation process now (follow the steps below)

  • Or click "Invite later" to skip this step and invite people at a later time

7. How to invite collaborators

a. Enter the email address of each person you want to invite

b. Select their role:

  • Contributor: Can create & edit posts, schedule & publish, and leave feedback

  • Administrator: Has all Contributor rights plus can view analytics, invite people, and connect pages

  • Writer: Can create & edit posts and leave feedback

  • Approver: Can only approve and leave feedback

  • Guest: Can only view content

  • Owner: The user who created the workspace is the Owner by default

c. Select their membership type:

  • Team: For team members who will be creating or managing content

  • Client: For clients who need to review and approve content

Important note: Only users with Administrator role have the right to connect social media pages in Planable. If you want your client to connect their own social media pages later, make sure you temporarily provide them with the Administrator role and skip the next step for now. You can adjust their role after they've connected their pages.

Connecting pages

8. Connect pages

After inviting collaborators, you'll be prompted to connect your social media accounts and content channels. You can either:

  • Connect your pages now (follow the steps below)

  • Or click "Connect later" to skip this step and add channels later

9. Available platforms for connection

Select the platforms you want to connect to your workspace:

  • Facebook

  • X (formerly Twitter)

  • Instagram

  • LinkedIn

  • Google Business Profile

  • YouTube

  • TikTok

  • Pinterest

  • Threads

  • Universal content pages (Newsletter, Blog, ideation documents, marketing strategy documents, etc.)

For each selected platform, you'll be guided through the authentication process to connect your accounts.

Setting up approval workflows

10. Configure your approval workflow

The final step in the workspace creation process is setting up your approval workflow.

Choose one of these workflow types:

  • None: Approvals are disabled and not needed for publishing

  • Optional: Approvals are enabled, but not required for publishing

  • Required: A member has to approve the content before publishing

  • Multi-level: Two or more members need to approve content before publishing

Additional workflow options:

  • Schedule posts automatically on approval: Posts will be scheduled automatically once approved

  • Lock content after approval: Prevents content from being edited after approval.

Important note: At this stage, you're only selecting the approval workflow type. You cannot yet assign specific people to approval roles. After the people you've invited accept their invitations, you'll need to go to workspace settings β†’ approval section to make detailed configurations and allocate people to your approval workflow.

11. Finish setup

Click "Finish" to complete your workspace setup.

Next steps

Now that you've created your workspace, you can:

Create your first workspace πŸ‘‡

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