Workspaces

What Is a Workspace

A workspace is an isolated environment where your team collaborates on scheduling. Each workspace has its own calendar, teams, members, tags, and integrations. You can create multiple workspaces for different organizations or projects.

Think of a workspace as your company or department — everyone inside shares a unified calendar view.

Creating and Configuring

Setting up a new workspace takes just a moment.

Open the workspace creator

From your dashboard, click Create Workspace. You can also use the workspace switcher in the sidebar to quickly create a new one.

Fill in the details

Enter a Name that will be displayed in the sidebar and shared with all members. Optionally add a Description to give context about the workspace purpose (e.g., "Marketing Department Q1 Planning").

Configure settings

After creation, head to Settings to fine-tune your workspace. You can update the name and description, set up integrations, and configure workspace-wide permissions.

Create a new workspace or manage your existing ones.

Try it now

Members and Roles

Every workspace has three role levels:

Role	Permissions
Owner	Full control — settings, billing, permissions, member management
Admin	Manage teams, events, members, and invitations
Member	Create and edit own events, RSVP to events

Navigate to Members to see everyone in the workspace. Admins and owners can change roles, remove members, or transfer ownership.

Each workspace has exactly one owner. To change ownership, use the Transfer Ownership option in workspace settings.

Workspace Permissions

Planim offers a configurable role-based permission system that goes beyond the default role table above. Workspace owners can fine-tune exactly what each role is allowed to do.

Navigate to Permissions in the workspace sidebar (owner only) to customize:

Event management — who can create, edit, and delete events
Team management — who can create teams and manage team membership
Member management — who can invite new members and change roles
Tag management — who can create and edit workspace tags
Integration management — who can connect Slack, Discord, or Teams
AI instructions — who can configure custom AI behavior for the workspace

Granular Control

Each permission can be set independently per role. For example, you might allow Members to create events but restrict team creation to Admins only. Changes take effect immediately for all workspace members.

Review your permission settings when onboarding a large team. Restricting event deletion to Admins can prevent accidental data loss in busy workspaces.

Invitations

Invite new members by email from the Members page. Pending invitations are visible to admins and can be revoked at any time.

Invited users who don't have a Planim account yet will be prompted to register. Once they sign up and accept the invitation, they'll appear in your member list.

Workspace Calendar

The workspace calendar aggregates all events from all teams and members. It is the central view where you see everything happening across your organization.

Calendar Filters

The sidebar and filter bar give you powerful tools to focus on what matters:

By team — show events from specific teams only. Select multiple teams to compare schedules
By member — focus on a particular person's schedule or compare several members side by side
By tag — filter events by workspace tags (e.g., "Sprint Planning", "Client Call")
By RSVP status — show only events you've accepted, declined, or haven't responded to
Search — type a keyword to find events by title across the visible date range

Combine filters to create focused views. For example, filter by the "Design" team and the "Sprint Review" tag to see only design sprint reviews on your calendar.

The calendar supports Day, Week, and Month views with drag-and-drop event management. You can also view individual member calendars by clicking on a member's name in the Members page.

Example: Organizing Workspaces for an Agency

A design agency working with multiple clients can structure their workspaces like this:

"Studio HQ" workspace — internal team meetings, standups, company-wide events. Teams: Design, Development, Operations
"Client: BigCorp" workspace — all meetings related to the BigCorp project. Only team members working on this client are invited
"Client: StartupX" workspace — separate workspace for another client engagement

This keeps client schedules isolated while the main workspace handles internal coordination. Team members who work on multiple clients simply belong to multiple workspaces and switch between them in the sidebar.

Team Management

Learn how to organize your workspace into teams.

Availability & Working Hours

Set up working hours so your team knows when you're available.