Create a Workspace
A workspace is the container for notes, folders, templates, permissions, and the knowledge graph.
Choose the right workspace type
Section titled “Choose the right workspace type”| Choose | When to use it |
|---|---|
| My Workspace | Personal notes, daily notes, early drafts, private experiments |
| Team workspace | Team knowledge, project docs, department playbooks, governed content |
My Workspace is created for personal notes when Orbit can access it. For shared team documentation, create a team workspace.
Create a team workspace
Section titled “Create a team workspace”- Open the workspace switcher in the sidebar.
- Choose Create SharePoint workspace.
- Choose the SharePoint site or location Orbit shows for your account.
- Name the workspace.
- Wait for Orbit to set up and verify access.
After creation, the workspace appears in the switcher and Orbit opens its folder tree.
Use My Workspace
Section titled “Use My Workspace”Use My Workspace when the work is personal or not ready for a shared team workspace. You do not manually create a second personal workspace from the create workspace flow.
Daily notes currently belong in My Workspace. Move long-term team knowledge into a team workspace when it is ready for others.
What Orbit checks
Section titled “What Orbit checks”Orbit verifies that it can open the selected location and apply the access allowed by your role.
If Orbit shows an access or consent message, ask a site owner or Microsoft 365 admin to review the selected location and Orbit tenant setup.
For admin setup details, see Deploy Orbit in Microsoft 365.