A Workspace is the boundary around a team, project, program, operation, or account in In Parallel. It groups the people, meetings, pages, documents, and other context that belong together.
Before you create one
Start with the area where you most need a shared, current understanding of the work. A useful Workspace normally has:
one accountable owner or a clearly accountable leadership group;
a coherent set of outcomes and priorities;
meetings and source material that refer to the same area of work;
members who should share access to that context.
If two streams have different owners, cadences, or success measures, use separate Workspaces. A very broad Workspace makes briefings, pages, and AI answers less focused.
Create a Workspace
Open the left navigation. On a narrow screen, select Open menu first.
Find Workspaces.
Select Add workspace (the plus button).
Enter a Workspace name.
Add a short description of the Workspace's responsibilities. The field is optional, but a clear description helps people and In Parallel understand which meetings and other context belong in the Workspace. The current field allows up to 240 characters.
Select Create.
Use a name your team already recognizes, such as Platform Migration, Revenue Operations, or Customer X Delivery. Avoid names such as Everything or Miscellaneous that do not communicate a clear boundary.
The creation form also offers a guided setup through your AI client, such as Send to Claude. Use the manual form above when you want to create the Workspace directly.
After creation, open the Workspace's settings to review its type, parent, appearance, purpose, access, members, pages, channels and capture, notifications, and glossary.
Use the Workspace home
Open a Workspace from Workspaces in the left navigation. Workspace home brings together the shared context you need to understand the current situation and continue the work.
From Workspace home, you can:
ask a question in Ask anything, with the Workspace already selected in the context chip;
choose a suggested prompt, such as What moved this week?;
use Sections to open Briefings, Past meetings, Pages, or Topics;
review Workspace setup and open the Charter when setup needs attention; or
continue in your preferred AI client through an action such as Send to Claude, or use Copy as prompt.
The items shown depend on the Workspace's available context and your access. A new Workspace can have fewer cards until meetings, pages, documents, and other sources have been added.
Choose Cards or List beside Sections to change how you browse the Workspace's content.
Cards view shows a visual preview for each section. Use the arrows to browse the available items, or select a section heading to open that section.
List view shows compact rows so you can scan several items at once. Select a row to open it, or use Show all to reveal more items in a section.
Review a suggested Workspace, when available
If Suggested workspaces appears in your account, In Parallel can suggest a Workspace from connected calendar context. This is separate from the direct Add workspace flow above.
Expand Suggested workspaces in the left navigation.
Open a suggestion and review its details, proposed goals, and proposed members.
Select Activate workspace when the suggestion has the right boundary and participants.
Select Ignore when the suggestion is not useful.
Review the proposal before activating it. Calendar-derived suggestions can need a clearer name, description, or membership than the initial proposal provides.
What belongs in a Workspace
Depending on your account and rollout stage, a Workspace can include:
a Workspace briefing;
maintained pages such as a Charter, Runbook, Objectives page, or Retro Log;
meetings and their Notes, Transcript, and Actions;
maintained pages for Action Items, Risks, Decisions, and other useful context;
documents and other connected context;
Topics and Chat conversations that use the Workspace as context.
These surfaces have different jobs. Meetings provide sourced records of what happened. Pages maintain useful narrative and structured context. Briefings and Chat help people understand and act on that context.
Add context after creation
After creating a Workspace:
Connect the relevant meeting series or add the Workspace to individual meetings.
Add members who should see and contribute to the Workspace.
Add relevant documents and maintained pages.
Check the Workspace briefing and ask a focused question in Chat to see whether the boundary is producing useful context.
You do not need to reconstruct everything on day one. Start with the sources that explain the work and add context as it becomes useful.
When to create another Workspace
Create another Workspace when:
ownership is materially different;
priorities cannot be ranked together;
meetings cover unrelated work;
access should differ between the groups;
briefings or AI answers repeatedly mix unrelated context.
Most teams should start with one well-scoped Workspace and expand after the first one is useful.
Organize parent and sub-Workspaces
Open Settings → [Workspace] → General and use Parent to place the Workspace beneath another Workspace when your account permits it. The left navigation shows a disclosure control beside a parent so you can expand its sub-Workspaces.
Use hierarchy for navigation and roll-up context, not to merge every source record. Each sub-Workspace keeps its own members and context boundary.
Frequently asked questions
Can one person belong to multiple Workspaces?
Yes. Home can bring together relevant priorities and actions across the Workspaces you can access.
Does every Workspace need the same structure?
No. Use the pages, meetings, documents, and other context that help that group understand and run its work.
Can I rename or reorganize a Workspace later?
Open Settings → [Workspace] → General for the current administration controls. If the control you need is not available there, contact your In Parallel administrator or Customer Success contact.