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How To: Create/Manage Workspaces

Creating and managing an up-to-date list of active workspaces ensures that your teams are always informed, organized, and on-task.

1. Navigate to your Workspace list.

  • Click on "Work".

workspace_nav_bar.png

2. Start a new workspace.

  • Click on "New Workspace" button.

workspace_list.png

3. Fill in the workspace details.

  • Select a workspace template (if the preferred workspace template does not exist yet, see: How To: Create/Manage Workspace Templates
  • Give your workspace a name, description, and start/end date.
  • Finish configuring your workspace settings.

workspace_details.png

4. Click "Create" on the Review page.

workspace_create.png

5. To edit and manage existing workspaces:

  • Select the workspace from the list.
  • Click "Edit" button.
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