Workspaces allow you to save your Planyway settings and share them with other users.

Each Workspace stores the selected view, filters, data sources, and other display settings. This helps you quickly switch between different configurations and ensures that your teammates see the data the same way you do.

When you open Planyway for the first time, you will be prompted to create a

Workspace. You can also create additional Workspaces at any time.

Once a Workspace is created, all configuration changes are automatically saved within it.

A Workspace stores:

When you switch between Workspaces, your saved settings are automatically restored.

You can share a Workspace with your teammates using a link.

When a user opens a Workspace via a shared link, they receive the same view configuration, including filters and display settings. This allows team members to work with the same data perspective and makes it easier to stay aligned when discussing projects and tasks.

Each Workspace has an owner — the user who created it.

All Workspace participants can:

- rename the Workspace;
- share the Workspace with other users;
- adjust tabs, filters, views, and other settings;
- save the current configuration as the shared Workspace state using Save view.
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Changes to tabs, filters, views, and other display settings are local by default and do not affect what other participants see. Any participant can use Save view to apply the current configuration to the shared Workspace. Once saved, these settings are applied to all Workspace participants.
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Some Workspace-level changes, such as renaming the Workspace, are saved immediately and do not require Save view.
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Only the Workspace owner can delete the Workspace.

The Workspace owner can delete a Workspace at any time.

Users who joined a Workspace via a shared link can leave it. However, each user must always have at least one Workspace in their account.