Creating a Workspace

A Workspace in zzTakeoff is where your team collaborates, organizes projects, and manages takeoff data. Each workspace acts as a central hub for projects, users, and shared resources, making it easy to keep work organized and accessible.

Why Create a Workspace?

Creating a workspace allows you to:

• Organize projects by company, team, or department
• Collaborate with team members in one shared environment
• Control user access and permissions
• Keep project data structured and easy to manage
• Separate different business units or clients if needed

Most users will create one primary workspace for their company, but additional workspaces can be created for different teams or divisions.

How to Create a Workspace

Follow these steps to create a new workspace:

1. Sign in to zzTakeoff
2. Go to the Workspace Selector in the top-left corner
3. Click Create Workspace
4. Enter a Workspace Name
5. Add an optional Description
6. Click Create

Your new workspace will be created and ready for projects and team members.

Workspace Setup Best Practices

To keep your workspace organized, consider these best practices:

Use Clear Naming

Choose a workspace name that represents your organization or team.

Examples:

• ABC Construction
• Mountainland Interiors
• Phoenix Estimating Team

Add Team Members Early

Invite team members as soon as the workspace is created so collaboration can begin immediately.

Keep Workspaces Purpose-Based

Avoid creating too many workspaces. Instead, use:

• Workspaces for companies or departments
• Projects for individual jobs

When to Create Multiple Workspaces

You may want multiple workspaces if you:

• Manage multiple companies
• Work with separate client organizations
• Need strict data separation between teams
• Operate different divisions or regions