Creating Spaces

Creating Spaces

A space is created in just a few clicks. Give it a name, pick an icon, and you're ready to start adding tools. This guide walks through creating your first space and setting it up for your team.

Creating a new space

To create a space:

  1. Navigate to Spaces in the sidebar of the Keel Console
  2. Click the Create space button
  3. Enter a name for your space
  4. Select an icon from the dropdown
  5. Click Create

That's it. Your space is now ready to customize.

Space name

Choose a name that clearly identifies the space's purpose. Good names describe either the team using it or the workflow it supports:

Good namesWhy they work
Warehouse OperationsDescribes the team and function
Order FulfillmentFocuses on a specific workflow
Finance & BillingGroups related responsibilities
Customer SupportClear team ownership

Avoid generic names like "Main" or "Tools". As you create more spaces, distinct names help everyone find what they need.

Icons

Icons give each space a visual identity in the sidebar. Choose one that represents the space's purpose at a glance:

IconSuggested use
cottageWarehouse, facilities, physical locations
layersInventory, stock management
constructionManufacturing, production
groupTeam-specific spaces, HR
targetSales, goals, objectives
lightbulbProduct, planning, ideas
apiTechnical, integrations
languageGeneral purpose (default)

The full set of available icons includes: face, cottage, group, folder, language, public, wifi_tethering, layers, lightbulb, construction, tsunami, api, and target.

After creation

When you create a space, it starts empty. The next step is to add the tools your team needs. You can:

  • Add actions — Select from your available API actions and add them to the space
  • Create groups — Organize actions into logical categories
  • Configure display — Customize labels and descriptions for each action
  • Add links — Include helpful external resources
  • Invite members — Give your team access

For detailed guidance on each of these, see Managing Spaces.

Example: Creating a Warehouse Operations space

Let's walk through creating a complete warehouse operations space.

Step 1: Create the space

  1. Click Create space in the Spaces section
  2. Enter "Warehouse Operations" as the name
  3. Select the cottage icon (representing physical facilities)
  4. Click Create

Step 2: Plan your groups

Before adding actions, think about how your warehouse team works. A typical structure might be:

GroupPurpose
ReceivingTools for inbound goods
Picking & PackingOrder fulfillment tools
Stock ManagementInventory adjustments and counts

Step 3: Add groups and actions

In your new space:

  1. Click Add group and create the "Receiving" group
  2. Click Add action to browse available tools
  3. Select createGoodsReceipt and configure it:
    • Label: "Receive Stock"
    • Description: "Record incoming deliveries from suppliers"
  4. Drag the action into the Receiving group
  5. Repeat for other actions: listPurchaseOrders, recordDamage, etc.

Step 4: Add helpful links

Click Add link to include resources your team needs:

  • Carrier tracking portal (e.g., FedEx, UPS)
  • Warehouse SOP documentation
  • Supplier contact list

Step 5: Invite your team

Finally, invite warehouse team members:

  1. Click Members in the space settings
  2. Enter email addresses for your team
  3. Send invitations

Each member will receive an email with access to the space.

Environment-specific spaces

Spaces exist within a specific environment. If you need the same space in multiple environments (for example, staging and production), you can copy it. The copied space includes all groups, actions, links, and configuration, but not members. Members need to be invited separately in each environment.

For step-by-step instructions on copying spaces between environments, see Copying Spaces.

Next steps

Now that you've created a space, learn how to manage its contents: organizing actions, updating groups, and keeping everything running smoothly as your team's needs evolve.