How to create Workspaces and Boards in Profit.co?

In Profit.co, you can create Workspaces and Boards within the Task module to logically organize tasks, group them under specific Objectives or Key Results, and control team visibility — keeping all your work structured and accessible.

What are Workspaces and Boards in Profit.co?

• A Workspace in Profit.co is a high-level organizational container that groups related Boards, tasks, and notes together under a common purpose — such as a team, department, or project.
• A Board lives inside a Workspace and is where individual tasks are created, managed, and tracked. Each Board can be configured with custom stages and checklists to match your team's workflow.

What visibility options are available for a workspace in Profit.co?

When creating a Workspace, you can control who has access to it using the following visibility settings:

How to create a Workspace in Profit.co?

Follow these steps to create a new Workspace in Profit.co:

Step 1

• Go to Task → My Workspaces from the left navigation panel.
• Click the + Create Workspace button.

• Enter the Workspace Name and an optional Description.
• Set the Owner for the Workspace.
• Choose the visibility, set it to Public or Access List.
• If Access List is selected, add the specific members who should have access.
• Click Create to save.
• Your new Workspace will now appear in the left navigation panel under Tasks.

Note: Once a workspace is created, a default board is automatically created inside it.

How to create and configure a Board in Profit.co?

Once a Workspace is created, a default Board is generated automatically. You can configure this Board or create additional Boards as needed.

Step 1

• Click on the Default Board inside your Workspace to open it.
• On the Edit Board page, enable Stages to define workflow steps such as Backlog, In Progress, In Review, and Done.

• Create a checklist within the Board if needed to track task completion criteria.

Note: You can create any number of Boards within a single Workspace to organize different types of work or team workflows.

Best practices for managing Workspaces and Boards in Profit.co

• Create one Workspace per team, department, or major project to keep tasks logically separated.
• Use the Access List visibility option for Workspaces that contain sensitive or team-specific work.
• Configure Board stages that reflect your actual workflow to make task tracking more meaningful.
• Use the Notes feature within each Workspace to document decisions, meeting outcomes, and key context alongside the tasks.
• Create multiple Boards within a Workspace to separate different workstreams — for example, one Board for ongoing tasks and another for sprint-based work.

Related Questions

Click here to learn how to create new tasks in Profit.co.

Frequently Asked Questions