What is a workspace?
A workspace is used to bring colleagues together to work on a project, a weekly meeting, or a client. For example: management committee, new website, client ABC, project Y, etc. A workspace has members with whom to share information, tasks, meetings, and files.
Workspaces can be grouped into a team. For example, the management team meets weekly for committee meetings and collaborates on various projects. In this case, we recommend creating
An area for the management committee to manage the committee's tasks and meetings
A Project Y area to manage tasks and meetings related to the project
An area for project Z to manage tasks and meetings related to the project
It is also possible to create a workspace for other tasks, mandates, topics, sub-departments under the responsibility of the management team. For example:
A workspace objective
A workspace finances
A workspace budget
A workspace secretarial
In short, when employees come together in meetings, collaborate by sharing tasks, information or files, it makes sense to create a workspace.
Here you can see an example of the main menu structured with teams and workspaces:
Access all workspaces
To get an overview of all the workspaces you are a member of, click on the shortcut at the bottom of the main menu on the left side of the screen.
Organization of workspaces
Click on the Member button to access exclusively the areas of which you are a member. Each card represents a workspace and gives the following information:
Name of the workspace
Privacy of the space
Number of tasks in progress
Number of tasks without a manager
Number of completed tasks
Click on the Non-member (1) button to access the public workspaces of which you are not a member. Click on Join (2) to integrate the members of a space.
Click on the All button to access all the spaces of which you are a member and those you are authorized to join (the public spaces for the teams of which you are a member).
Workspaces in progress
The dropdown menu on the right side of the screen gives access to the archives either to the Archived Workspaces or to the Deleted Workspaces.
Access a workspace
To access a specific workspace, click on the workspace in question in the main menu on the left side of the screen. For this example we take the Direction space. You arrive by default in the Tasks tab.
Organization of a workspace
Each workspace is divided into five tabs.
Via this tab it is possible to consult the workspace's Activity Feed tab.
The tab gives the following information :
Members of the space
Precise space progression of completed and ongoing tasks
Button to filter the activity feed: All Activities, Notes, Completed Tasks, Comments, Decisions
Area to publish notes in space
This tab gives access to all meetings in the space in question.
This tab displays all tasks in the space in question.
This tab gives access to all the files related to the space: those of the space, those attached to the tasks of the space or to the points of the meetings of the space.
This tab gives access to the checklists shared in this space.