Getting started with your Workspace
How to get started with your Workspace?
Are you ready to start a project using Workspace? Use the following 5 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 3 different ways to build a collection: use a template (existing or new), upload folder structure or create a list manually. If you want learn more about these options, visit this article.
2. Invite Admins and Guests to your Workspace
3. Setting up your collaboration workflow
Distribute the work among your Admins and Guests. You can Assign folders/ tasks to work as efficiently as possible.
Visit Actions on files and folders to learn more about the actions you and your team can perform to complete tasks.
Track the progress of your project. Admins and Guests can change the status of the tasks to keep their team members updated about their progress.
4. Complete task
Once a task has been reviewed and set to done, lock the top-level folder to avoid modifications. Be aware that only Admins can perform this action.
5. Export your data collection to 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.