Organize & Manage Your Workspace

Introduction to Your Workspace

Your Creately workspace is where it all happens. It’s a free-form visual collaboration platform to brainstorm, plan, and execute. It's super simple to use but has powerful capabilities that can be used by individuals, teams, or across a whole company. Here are the main parts of a Creately workspace to help get you started.

Header Bar

This is where you will see the name of your workspace. The header section gives you quick access to sharing, collaboration, export options and workspace preference controls (more on that later).

Creately Header Panel

Here you will find everything you need to control and manage your workspaces.

Folders

Explore all your saved workspaces here. Organize, manage and access your workspace from a central location.

Tasks

All the tasks assigned to you across multiple workspaces show up here.

Data

Here is where you will find all your data-connected items.

Notifications

Here you can find all your notifications and updates to the workspaces you work on.

Creately Extended Menu

Display Rules

On Creately you can create custom rules and formulas for various tasks. All the rules and formulas you create can be easily accessed and edited from this panel.

History

Access unlimited version history and restore previous versions.

Account Settings

Access your account and plan settings.

Canvas

This is your free-form canvas with infinite space to visualize anything you need.

Creately Canvas

Plus Button

Here is where you will find all our diagramming and visualization features. Access the shape library, add templates, and create cards all from right here. Click on the icon to expand the menu.