Are you ready to start a project using Workspaces? Use the following five steps to gain the most value from our project management tool.
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1. Get your folder structure ready
If you want learn more about these options, visit this article. |
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2. Invite your team to your Workspace Workspace has three types of roles: Admins, Managers and Contributors. Visit Managing users in Workspace to learn more about it. |
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3. Setting up your collaboration workflow
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4. Export your data collection to a Data Room When the data collection is ready, Admins can export their data collection to a Data Room where they can swiftly kick start their due diligence. |