Create and organise rooms

A room holds the desks that belong together. Use one for each project, client or part of your life, so its desks are in one place and you can share them all at once.

Before you start

• The Free plan allows three rooms at the top level of a workspace. Archived rooms and plans count towards the three; rooms in Trash do not. Desks are not limited on any plan.
• Pro and Team allow as many rooms as you like. If you try to make a fourth room on the Free plan, PlexiDesk offers an upgrade instead of creating it. See What each plan includes Coming soon.

Create a room

There are three ways to make a room. Pick whichever matches what you are doing.

From All rooms

1. In the side menu, click Rooms. All rooms opens.
2. Click New room at the top right.
3. PlexiDesk creates a room called "New room" and opens its desk list.
4. Click New desk to add the first desk. It is filed in the new room.
5. To give the room a proper name, click All rooms at the top to go back, then rename it as described below.

From a desk you are working on

Use this when you already have a desk and want a room for it.

1. Click the desk's name in the header to open the desk menu.
2. Click Move to a room….
3. Click New room from this desk.

PlexiDesk creates a room called "New Room" and moves the desk into it. Rename the room from All rooms when you are ready.

While you create a desk

In the New Desk window, click the Room box, then + Create new Room… at the bottom of the list, and type the room's name in New Room name. The room and the desk are created together. See Create a desk.

Rename a room

1. In the side menu, click Rooms.
2. Point at the room's card and click the pencil, or right-click the card and choose Rename room.
3. Type the new name under Room name and click Rename.

Turn a room into a plan

A plan is a room that also appears on the Plans timeline, for schedules and milestones.

1. In All rooms, point at the room's card and click Make this a plan, or right-click the card and choose it.
2. The card now says Plan. Opening it shows its plan dashboard instead of its list of desks.

To turn it back into an ordinary room, choose Remove from Plans in the same place. Its desks stay in it either way. See Plans: timelines for your rooms Coming soon.

Everything you can do with a room

Point at a room in Gallery or List view and a row of small icons appears on it; rest the pointer on an icon to see what it does. Right-click a card in any view to see the same actions with their names, plus Archive room and Move to Trash.

To bring back an archived or trashed room, see Archive, trash and restore rooms and desks. A room someone shared with you has Archive for me and Leave share instead of the last two. See Rooms and desks shared with you.

Common questions

Why can't I create another room?

On the Free plan you can have three rooms at the top level. Archived rooms still count. A room in Trash does not, so moving a room you no longer need to Trash frees a place, though its desks go with it. Or upgrade to Pro for unlimited rooms. See What each plan includes Coming soon.

Does every desk need a room?

No. A desk can stay at the top level, and you can move it into a room whenever you like. See Rename a desk and move it to a room.

Where are a plan's desks?

Still in the plan. Opening a plan shows its dashboard, and you can always find its desks in All desks: set Group to Room. See Browse All rooms and All desks.

Related tasks

• Create a desk
• Rename a desk and move it to a room
• Browse All rooms and All desks
• Desks, rooms and the canvas