Creating Workspaces

Workspaces are the primary containers for your work in Cosmo. Each workspace groups related artifacts, tasks, AI memory, and configuration into a single place.

Create a Workspace

Through Chat (Recommended)

The easiest way to create a workspace is through natural conversation. When you mention a new initiative, client engagement, or workstream, Cosmo will create a workspace for you.

Example prompts:

• "Let's start a workspace for the ACME Corp proposal"
• "Create a new workspace called Q3 Marketing Campaign"
• "I need to track the website redesign — set up a workspace for it"
• "Create a team workspace for the client engagement" (shared with members)
• "Start a personal workspace for my notes" (private to you)

Smart Workspace Matching

Cosmo is designed to avoid duplicate workspaces. Before creating a new workspace, it will:

1. Check existing workspaces — Cosmo always reviews your current workspace list first
2. Match by name similarity — If you say "ACME website proposal" and you already have an "ACME Corp" workspace, Cosmo will use the existing one
3. Ask when ambiguous — If multiple workspaces could match, Cosmo will ask you to pick. For example: "I see you already have an 'ACME Corp' workspace — should I add this there, or create a separate workspace?"
4. Create only when needed — A new workspace is only created when there's clearly no existing match

This means you can speak naturally without worrying about creating duplicates. Just describe what you need and Cosmo will figure out where it belongs.

Desktop

Click the + icon next to a team name in the sidebar. An inline input appears at the bottom of that team's workspace list — type a name and press Enter (or click the checkmark) to create. If the team group is collapsed, it expands automatically. Press Escape to cancel without creating.

CLI

cosmo workspace create "Workspace Name"

Name Length

Workspace names are limited to 100 characters. The name box stops accepting input at the limit and shows "Workspace name cannot exceed 100 characters." — so a long name is caught while you are typing it, not after you save. Pasting a longer name keeps the first 100 characters.

The same limit applies to every name in Cosmo — workspaces, files, teams and connector account labels — and it is enforced by the API as well as by the app, so it holds for the CLI, the SDK and anything else that calls Cosmo directly. Existing names that are already longer are left alone.

Managing Workspaces

Renaming a Workspace

From the sidebar — hover over a workspace row to reveal the ··· menu, then choose Rename. An inline input replaces the name: press Enter to save or Escape to cancel.

From a team canvas card — click ··· on any workspace row in the Hub's team view to get the same inline rename.

From the workspace header — double-click the workspace name at the top of the Hub dashboard to edit it inline.

You can also rename through chat:

• "Rename the ACME workspace to ACME Corp - Phase 2"

Moving a Workspace to a Team

Moving a personal workspace into a shared team is how you hand it to the rest of the team.

From the ··· menu — open the ··· menu on the workspace row (sidebar or team canvas card) and choose Move. A dialog lists the shared teams you can move into:

1. If your org has more than one shared team, a Destination team search field appears and is focused automatically — type any part of a team's name to narrow the list.
2. Click the team you want. A checkmark marks the selection and the Move button becomes available.
3. Click Move. Nothing moves until you click it — clicking or typing in the search field never triggers the move.

Press Escape, click Cancel, or click outside the dialog to back out. If a search leaves the selected team hidden, the selection is dropped and Move goes back to disabled, so you can only ever move into a team you can see.

By drag and drop — drag the workspace row onto a team group in the sidebar.

If the dialog says "No shared teams available", ask Cosmo to create a team first.

Deleting a Workspace

From the sidebar or team canvas card — open the ··· menu on the workspace row and choose Delete. A confirmation prompt appears inline; click Delete again to confirm or Cancel to abort. If you are currently viewing that workspace (or one of its artifacts), the Hub navigates back to the main tab view automatically.

You can also delete through chat:

• "Delete the old test workspace"
• Cosmo will respond: "Are you sure? This will also remove X tasks and Y artifacts."

Workspace Context

When you're chatting about a specific workspace, Cosmo automatically associates the conversation with that workspace. This means:

• New tasks created during the conversation are assigned to that workspace
• New artifacts are placed in that workspace
• The Hub shows that workspace's content

You can also explicitly set or clear workspace context:

• "Let's focus on the ACME workspace"
• "Switch to the marketing campaign workspace"
• "Clear the workspace context — I want to chat generally"

Visibility

Workspaces can be Personal (private to you) or Team (shared with team members). See Access Management for details on managing visibility and members.

Best Practices

1. Let Cosmo organize — Describe what you need and let the AI decide if a new workspace is warranted. Don't create empty workspaces upfront.

2. Use descriptive names — "ACME Corp - Website Redesign" is better than "Workspace 1". Good names help Cosmo match future requests to the right workspace.

3. One workspace per initiative — Keep workspaces focused. A client engagement, a product launch, and a hiring initiative should be separate workspaces.

4. Don't worry about duplicates — Cosmo checks existing workspaces before creating new ones. If a match exists, it will use it or ask.