How to Set-up a New Workspace
  • 19 Jan 2023
  • 1 Minute to read
  • Contributors

How to Set-up a New Workspace

You can create your workspace to create strategic plans, collaborate with your teams, and track your progress!

Click your profile initials at the top-right corner of any of the pages, and click Create New Workspace. You can also logout of the current workspace, and on the login screen, you can click the Create New Workspace.

Enter your job title, edit name (if needed), name your workspace, and click Create Workspace.

Once you've created a workspace, Create Workspace will be replaced by Switch Workspace, and now if you wish to create another new workspace, you can do so only from the login page.

Unless you've created workspaces with the same account, you'll not see "Switch workspace" here!

Note that, you can create any number of workspaces, and by default, you'll be the Admin of the new workspace you created! No information is shared between the workspaces. Even if you're removed from one of the workspaces, your other workspaces will continue to work as expected, as there is no relationship between workspaces.

You cannot edit the workspace name nor can you delete it. Reach out to our support to get these done!

Getting Onboarded

  • Sign into the New Experience of Cascade, and you'll be given a free trial of 14 days to enjoy all the premium benefits, post which, you'll be moved to the Free tier plan. You can upgrade to Premium at any point of time. See Accounts and Billing for more related information. 
  • You can decide to create your objectives that you wish to accomplish in the next three months, or skip it for now. 
    • Create objective(s) and click Continue -  you'll be taken to the Planner page.
    • Click Skip - you'll be taken to the Home page.

You can now start creating plans, related objectives, create and collaborate with teams, and so on. Go through the relevant articles to help you with your requirements.

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