📍Workspaces How-to Guide

Introduction

Team workspaces in Motion make it easy to collaborate, but sometimes you’ll need to manage who has access or close out spaces that are no longer in use. Motion keeps this simple: all members have the same level of access within a workspace, and workspace owners can invite or remove members at any time. If a workspace is no longer needed, you can archive it while preserving the ability to restore it later.

At a Glance

In this guide, you’ll learn:

• How to manage your team workspace permissions by inviting or removing members.

• How to update workspace templates to keep them accurate and aligned with your team’s needs

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Manage workspace permissions

How to Manage Your Team Workspace Permissions

Goal: Control who has access to your team’s workspace.

1. Go to the left sidebar and hover over your team workspace.

2. Click the gear icon ⚙️ to open Workspace Settings.

3. In the Members section, review the list of people in the workspace.

4. To invite a new member, click on Add member and enter their email.

5. To remove a member, click the trash icon next to their name.

👉 Note: All workspace members have the same level of access in Motion. Removing someone will revoke their access to all projects and tasks in that workspace.

Update workspace template

How to Update a Workspace Template

1. Open Workspace Settings

   1. From the left-hand sidebar, hover over your workspace name.

   2. Click the gear icon ⚙️ to open Workspace Settings.

2. Navigate to Templates

   1. In the workspace settings menu, choose the tab that corresponds to what you want to update:

      1. Project Templates for project-level structures

      2. Task Templates for reusable task formats

3. Select a Template to Edit

   1. Find the template you want to update in the list.

   2. Click to open it.

4. Make Your Changes

   1. Adjust fields like the template name, stages, statuses, tasks, or other details as needed.

   2. Add or remove items to keep the template aligned with your team’s workflow.

5. Save Your Updates

   1. Once your edits are complete, click Save.

   2. The template will now be available in its updated form whenever you or your team create a new project or task.