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

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

Distribute the work among your Admins and Guests. You can Assign folders/ tasks to work as efficiently as possible. 

Perform a task. You and your Workspace users can perform their tasks using one or several actions: Upload files or folders, create placeholders, and communicate with colleagues.

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.