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Spaces — Introduction

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Overview

A space in Birdview is an independent working environment designed to cater to the unique needs of teams or departments. Spaces functionality allows structured organizations to manage projects, workflows, and custom fields, ensuring a tailored and efficient approach to work. Think of space as adding a department to your organizational structure, where each department has its area of expertise, dedicated projects, and members.

This organizational framework ensures that workflows are optimized for effective communication and collaboration. The setup provides a focused environment for teams to collaborate and enhances overall security, enabling organizations to safeguard sensitive information and data.

How to use spaces?

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In Birdview you may create as many spaces as you need for your account. For example,

  • project or customer spaces - put all the information related to your project or customer in one place.
  • team spaces - each team (Client Services, Digital Marketing, PR, Data Analysis, etc.) may have their own space so they can focus and make their information easier for everyone to find.
  • personal space - every user may create their own space, where they can store everything they're working on individually.

Spaces menu

A tab in the middle of the left-hand menu bar represents the Spaces menu. This dropdown serves as a hub where you can effortlessly choose the specific Space you wish to enter or create. Additionally, Activity center differs from space to space showing different projects, saved views, and activities.

Spaces menu.png

To access a specific space from the menu, follow these steps:

  1. Click the top of the Spaces menu where the name of the currently selected space is displayed and click .
  2. Select a space on the list.

Creating a new space

To create a new space, use the steps below:

  1. Click the space selector on the main menu.
  2. Click + New space.
  3. Type a name in the Space name field.
  4. Choose a color and an icon/emoji for the space.
  5. Click Create space.

When you create a space, you’re automatically added as a space member with the Administrator access level, which means that you can add members to this space and manage their space access levels.

New space.png

 

Note

You can also create a personal space to store only the stuff you are working on.
Just keep yourself as the sole member and Administrator.

 

Important

  1. Only users with the global permission "Add spaces" can create spaces.

  2. Guests cannot create spaces.

  3. It is not possible to delete a space. As an alternative, you can archive a space. See Archiving spaces.

Text search bar

To quickly find a space on the Space menu, you can use the text search bar. This is useful as it can be used for both finding a space by a combination of characters in its name, e.g. "pro" in "2026 Projects", and adding a new space.

To locate a space:
  1. Click the space selector on the main menu.
  2. Click within the text search bar at the top of the list of spaces.
  3. Type one, two or more characters included in the name of the sought-for space.
  4. Click the space whose name contains the combination of characters you have typed.

To add a space using the text search bar:

  1. Repeat Steps 1 to 2 above.
  2. Type the name of a new space, e.g. Production.
  3. Click + New space Production.

Note

Text search is case-insensitive.

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