In every plan

Show your team only the screens your business uses

Pick a business template, switch modules, tabs and fields on or off in one tree, and see the change before you save. Guided setup gets a new company going in four steps, with starter roles and invitations.

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Included in every plan. No card needed for the trial.

Key features

What you get with Workspace designer.

Modules, tabs and fields in one tree

Switch whole modules, tabs and sub-tabs (a project's Gantt, an order's Production tab), and fields, sections and dashboard widgets, with search and a live preview.

Eight business templates

E-commerce / D2C, Marketplace seller, Manufacturing / made-to-order, Service / AMC, Agency / projects, System integrator, Trading / distribution and Simple task management.

See what changes first

Before you apply a template, "What changes" lists the modules, tabs and fields that will be shown or hidden. Undo it afterwards, or restore an earlier version from the history.

Hiding is visual only

Nothing is deleted and saved values are kept. A hidden tab still opens from its address with a short note, and nobody's access changes.

Guided setup in four steps

Choose what your business does, pick the starter roles (created from ready role templates), invite people, and finish with a summary and Undo setup.

One set-up for every company

The account owner can set tabs and fields for all companies at once and lock items, apply a template everywhere, or copy one company's settings to others.

Your own templates

Save your set-up as a template, export it to a file, and import it in another account. Company admins can preview and apply every template.

Per-role tabs and fields

Go further per role: which tabs a role sees, and which fields it sees, can only read or cannot see. See Roles & permissions.

The TaskSync Workspace designer: modules, tabs and fields in a tree with switches, search and the business templates

How it works

Up and running in 4 steps.

1
Start Guided setup
Owners and admins see it on the dashboard of a new company, or open it from the Workspace designer at any time.
2
Pick your kind of business
Choose one of the eight templates, read What changes, and add an industry pack if one suits you.
3
Create roles and invite
Tick the suggested starter roles, then add people with a name, an e-mail and a role, or choose Later.
4
Fine-tune in the designer
Open Settings → Workspace modules and switch single tabs and fields on or off. Undo or restore a version whenever you need to.

Questions

Workspace designer: common questions.

Is the Workspace designer an add-on?+

No. The Workspace designer, business templates and Guided setup are part of TaskSync on every plan.

Does hiding a field delete its data?+

No. Hiding is visual only: data is kept, saved values stay, and a hidden tab still opens from its address with a note.

Does hiding a tab stop people from opening it?+

Hiding for the company is about a tidy screen, not access. To decide who may see or change something, use roles: per-role tabs and field rules are enforced by the server.

Does a template create roles or send invitations?+

A template lists suggested roles only. Guided setup creates the roles you tick and sends invitations only for the rows you fill in.

Can I undo a template?+

Yes. Undo straight after applying it, Undo setup at the end of Guided setup, or restore any earlier version from the history.

What happens if we change nothing?+

Nothing. A company that sets nothing sees exactly the same screens as before.

Try Workspace designer free for 30 days.

Set it up with your own people and work. See pricing when you are ready.

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