A Workspace is the core working environment in Craft.io. It contains your Products, Backlog, roadmaps, and views - and each workspace operates independently, with its own settings, terminology, integrations, and users.
Most teams start with one workspace per squad, value stream, or product line. As your setup grows, you can create additional workspaces, duplicate existing ones, or clean up by deleting workspaces you no longer need.
Creating a new workspace
You can create a new workspace at any time from within the platform. New workspaces are created under your account owner, which means they are billed under the same account and share the same user seat count.
Follow these steps:
Click your workspace name in the top-left corner to open the workspace switcher
Click + New Workspace
Choose a name
Click Create
Changing your workspace name and image
You can update the workspace name and image at any time from Workspace Settings. Changes are visible to all workspace members immediately.
Follow these steps:
Open your workspace and click the cogwheel icon in the top-right corner
Select Workspace Settings
Under General, update the Workspace Name and upload a new image
Save your changes
Managing workspace terminology
Craft.io uses default item names - Epic, Feature, Story, and Sub-story. You can rename these to match your team language. Terminology is configured per workspace and set independently, so each workspace can use different naming conventions.
For example:
Workspace 1 might use Epic / Feature / Story
Workspace 2 might use Theme / Initiative / Task
Follow these steps:
Open Workspace Settings > Terminology
Click the item type you want to rename (Epic, Feature, Story, Subtask)
Enter your preferred name and save your choice via the tickbox
Alternatively, utilize Guru terminology for best practice terms
If your team spans multiple workspaces, a Portfolio gives you a single place to align strategy, track OKRs, and report across all of them. See Product Portfolio Management in Craft.io
Duplicating a workspace
Duplicating creates an exact copy of the structure, items, views, and custom fields. Use it when:
You want to preserve historic data before a major restructure
You are starting fresh with new integrations or a clean user list
You want to use an existing workspace as a template for a new team
Follow these steps:
Open Workspace Settings (cogwheel in top-right)
Scroll to the bottom of the General tab
Click Duplicate Workspace
Confirm
What carries over:
All items and their content
The name of the original workspace (with Copy of as the prefix)
Views and view configurations
Custom fields, statuses, and terminology settings
What does not carry over:
Active Jira or ADO integrations - these need to be reconnected in the new workspace
User invitations - users are not automatically added to the duplicate
Tip: Duplication can take a few minutes for large workspaces. If the duplicate appears empty, wait a moment and refresh before assuming it failed.
Deleting a workspace
Deleting a workspace is permanent, and this action cannot be undone. All items, views, fields, integrations, and settings are removed and cannot be recovered.
Before deleting, consider moving any items you need to keep. See how to move or copy items between Craft.io workspaces.
Follow these steps:
Open Workspace Settings (cogwheel in top-right)
Scroll to the bottom of the General tab
Click Delete Workspace
Type the workspace name to confirm
Click Delete
Note: Only the workspace owner or an account Admin can delete a workspace.
What comes next
Understand your product hierarchy & terminology - how Products, Epics, Features, and Stories fit together
Managing users, workspace, and account settings - invite users, manage permissions, and configure access
Getting started with Guru views - learn how to apply best practice prioritization and roadmapping frameworks to your workspace
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question!