Getting started with your Workspace
How to get started with your Workspace?
Are you ready to start a project using Workspace? Use the following five steps to gain the most value from our project management tool.
1. Get your folder structure ready Every project begins with a data collection. There are three different ways to build a collection:
If you want learn more about these options, visit this article. |
2. Invite your team to your Workspace Workspace has two types of roles: Admins and Guests. Visit Managing users in Workspace to learn more about it. |
3. Setting up your collaboration workflow
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4. Export your data collection to a Vault When the data collection is ready, Admins can export their data collection to a Vault where they can swiftly kick start their due diligence. |