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Manage workspaces, projects, and assets in HubSpot Work

Last updated: September 16, 2026

Available with any of the following subscriptions, except where noted:

Manage workspaces, projects, and assets in HubSpot Work as your team’s needs change. Use the AI assistant to rename workspaces, update access, and modify projects, tables, documents, forms, and AI agents with natural-language prompts. Manually delete workspaces, projects, and assets if needed.

Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.

Understand requirements

Permissions required An assigned Core, Sales, or Service seat is required to manage HubSpot work.


Understand limitations & considerations

Projects in HubSpot Work aren't related to the projects object or Breeze Assistant projects.

Manage a workspace

To rename or update access to a workspace:

  1. In your HubSpot account, click More, then navigate to Work Management. If More doesn't appear in your account, navigate to Work Management directly.
  2. At the bottom of the screen, click the prompt bar.
  3. In the prompt text field, enter a prompt describing the name of the workspace you want to change and the new name or access level.
  4. Press the Enter key on your keyboard.

To delete a workspace:

  1. In the upper left, click the workspaces dropdown menu, then select the name of the workspace you want to delete.
  2. In the upper right, click the  three horizontal dots icon, then select Delete workspace.
  3. In the dialog box, click Delete to confirm.

Manage a project

Use the AI assistant to make changes to your project. It's recommended to be specific about the changes you want or to add a rule such as ask me clarifying questions to your prompt.

  1. At the bottom of the screen, click the prompt bar.
  2. In the prompt text field, enter a prompt describing the changes you want to make.
  3. Press the Enter key on your keyboard.

HubSpot Work AI assistant slide-up panel showing clarifying questions before making changes to the Client Onboarding project, with options like Operating instructions and Table and checklist.

Manage an asset

Use the AI assistant to modify tables, documents, forms, and AI agents. It's recommended to be specific about the changes you want to make to reduce the number of turns per conversation.

  1. At the bottom of the screen, click the prompt bar.
  2. In the prompt text field, enter a prompt describing the changes you want to make (e.g., create, edit, or delete).
  3. Press the Enter key on your keyboard.

Next steps

Collaborate with your team in HubSpot Work.
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