×

Create a ClickUp Workspace

How to Create a New ClickUp Workspace

A Workspace in ClickUp is the home base for your team, projects, and tasks. This guide explains exactly how to create a new Workspace, whether you are new to ClickUp or already have an account.

Before you create a ClickUp Workspace

Each person can belong to multiple Workspaces in ClickUp, but every Workspace is separate. Settings, members, permissions, and billing are unique to each one.

When you create a Workspace, you become its owner. You can invite people, manage security, and choose the best structure for your team or company.

What a ClickUp Workspace is used for

A Workspace in ClickUp is typically used to organize:

  • A whole company or department
  • A small business or startup
  • A client or agency account
  • A dedicated space for contractors or partners

You can join other Workspaces using the same login, and quickly switch between them without signing out.

Sign up and create your first ClickUp Workspace

If you are new to ClickUp, your first Workspace is created during signup. You can start from the web app or the desktop or mobile app.

Step 1: Start the ClickUp signup process

To sign up and create your first Workspace:

  1. Go to the ClickUp web app or open the desktop or mobile app.
  2. Click Sign Up.
  3. Choose a sign-up method:
    • Email and password
    • Google account
    • Microsoft account
    • SSO (if available for your organization)

As you complete the signup steps, ClickUp automatically creates your first Workspace and walks you through a short onboarding flow.

Step 2: Name your new ClickUp Workspace

During onboarding, you will be prompted to name your Workspace. Use a clear, recognizable name, such as:

  • Your company name
  • Your team or department name
  • Your client or project name for agency work

This name appears in the Workspace selector and in invites you send to other members.

Step 3: Choose your Workspace goals

ClickUp may ask how you plan to use the platform, such as project management, software development, marketing, or personal productivity. This helps preconfigure templates and recommended views for your Workspace.

You can change views, Spaces, and structure at any time after the Workspace is created.

Create an additional ClickUp Workspace from your account

If you already have an account, you can create more Workspaces in ClickUp without signing up again. This is useful if you manage multiple companies, clients, or separate teams.

Step 1: Open the Workspace menu in ClickUp

To create a new Workspace from an existing account:

  1. Sign in to your current ClickUp account.
  2. In the lower-left corner of the web app, click your avatar or profile image.
  3. In the menu that opens, find the Workspace section.

You will see the list of Workspaces you already belong to.

Step 2: Start a new ClickUp Workspace

Then follow these steps:

  1. Click Create new Workspace (or a similar option in the Workspace list).
  2. Enter a name for the new Workspace.
  3. Confirm your choice to create it.

ClickUp switches you into the new Workspace and opens a short setup flow that is similar to the first-time signup experience.

Step 3: Configure basic Workspace settings

After the new Workspace is created in ClickUp, you can configure key settings:

  • Workspace name and logo: Add a logo or icon and adjust the name if needed.
  • Time zone and region: Make sure dates and times match your team location.
  • Default views: Choose List, Board, or other default layouts.
  • Permission defaults: Adjust sharing and visibility rules for Spaces and Folders.

These settings help keep your Workspace organized from day one.

Invite people to your ClickUp Workspace

As soon as the Workspace is created, you can invite teammates, clients, or partners to collaborate in ClickUp.

Step 1: Invite members during Workspace setup

During the initial Workspace creation flow, ClickUp will prompt you to invite people. You can:

  • Enter email addresses of coworkers and stakeholders.
  • Send multiple invites at once.
  • Assign roles such as member or guest, depending on access needs.

Invited users receive an email with a link to join your Workspace.

Step 2: Add more people later in ClickUp

You can invite more users at any time:

  1. Open the Workspace settings menu.
  2. Go to the People, Members, or Users section (label may vary).
  3. Click Invite and enter email addresses.
  4. Choose their access level and confirm the invites.

You can also share specific Spaces or Folders with guests for limited access.

Switch between ClickUp Workspaces

If you belong to multiple Workspaces in ClickUp, switching is quick and does not require signing out.

To switch Workspaces:

  1. Click your avatar in the lower-left corner.
  2. In the Workspace section, select the Workspace you want to open.

Each Workspace has its own hierarchy, views, and members, so verify you are in the correct one before creating tasks or sharing data.

Best practices for managing ClickUp Workspaces

To keep your ClickUp environment organized and secure, consider these best practices when creating new Workspaces:

  • Use one Workspace per company or major business entity rather than many small Workspaces.
  • Use Spaces, Folders, and Lists inside a Workspace to separate teams and projects.
  • Limit who can create new Workspaces in your organization to avoid confusion.
  • Regularly review members and permissions so only the right people have access.

If you work with agencies or consultants, you can create a dedicated Workspace or invite them as guests, depending on your security requirements.

More resources for ClickUp Workspace setup

For detailed, official steps and the latest interface updates, review the original help article on how to create a new Workspace in ClickUp.

If you need expert help configuring your hierarchy, automation, or integrations, you can also explore consulting services from Consultevo, which specializes in implementation and optimization.

Once your Workspace is created in ClickUp, you are ready to build Spaces, invite your team, and start managing projects in one place.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`

Verified by MonsterInsights