Who can create a new Space

Only the Admin and an account with the Manager privileges are allowed to perform this operation by default.

How to create a new Space?

You can directly create a space using the “sidebar menu”.

1. Click on the Vertical ellipsis on the right side of the workspace name in the sidebar menu.

   

2. Select 'Add space option.'.
3. In the new pop-up window write the name of the space.
4. Click create.

Alternatively, you can also use the following method

1. Go to the Workspace setting icon at the bottom right corner of the window.
2. Select the workspace icon in which you want to create spaces.
3. Click on Space icon in this menu which will open all the spaces in the workspace.

   

4. Click on 'Create a new Space'.

   

5. A new pop-up window will open in which you should enter the name of your Space and Press enter or click create button.

   

Only the admin is allowed to add resources.

Accounts with Guest, Client, and Members privileges cannot add them.

Managers can utilize the resource but not add it.

How to add resources?

You should follow the given steps to add resources in spaces.

1. Navigate to a particular workspace in which you want to add a resources.
2. Go to Workspace settings by clicking on the workspace icon.
3. Select the Spaces option.
4. A new window containing the names of all the spaces in the given Workspace will open. Search for the required space.
5. Select Assign team/Resource .

   

6. Assigning a team -
   1. Click on Assign a team.

      

   2. Now you can assign or remove teams from the given options in the new pop-up opened. Click on the team name in the 'Available Teams' it will be assigned to that space for use.
   3. Alternatively, clicking on the team name in Assigned Teams would remove them from the given Space
7. Assigning resources
   1. Click on Assign a resource.
   2. A new window will appear from which you can select or de-select the required resources.

      

   3. Follow the Steps given on that page to add resources.

      

Only the admin and account with the manager privilege can rename the space.

Guests, Members, and Clients are unable to rename it by default.

How to rename/delete a space?

Renaming of spaces can be done to keep your workspace organized and up to date! You should follow the given steps.

1. Navaigate to the workspace in which you want to edit or delete a particular Space.
2. Go to Workspace settings at the bottom of the sidebar menu by clicking on Workspace icon.
3. Select the Spaces icon.
4. Find the space name that you want to rename and press the dropdown icon beside it.

   

5. Click Rename. Write the new name and click the update button.
OR
6. Click Delete and Select 'Yes' button in the prompt asking for the confirmation.

You can also follow the following step to delete the Space.

1. Click on the Vertical ellipsis beside the Space name in the sidebar menu.

   

2. Click on Delete option.
3. Select the Yes on the confirmation prompt..

View the assigned resources in a space

1. In the sidebar menu of your workspace. Choose the Space for which you wish to see the resources that have been allotted.
2. Click on Vertical ellipsis ( ⋮ ) beside it.

   

3. Select View Resources option and a new window will open containing names of all the resources in that particular Space.

Note: You can also click Add Resources or Add Teams and perform the addition of a resource or team easily.

Note: To know more about Create Section from Templates go to Sections help page.

1. In the sidebar menu of your workspace. Choose the Space for which you wish to add teams.
2. Click on Vertical ellipsis ( ⋮ ) beside it.

   

3. Select Add Teams option to add available teams.

   

1. In the sidebar menu of your workspace. Choose the Space for which you wish to manage resource incharges.
2. Click on Vertical ellipsis ( ⋮ ) beside it.

   

3. Select Manage Resource Incharges.
4. User can invite members via email or add existing resources.

   

Users can change status of space with below options

1. Close
2. Pause
3. Complete
4. Cancel
5. Active
6. Under Review

How to change status of space?

1. Click on vertical ellipse of space to open menu.
2. Hover on the Change Status option from the menu

   

3. Select any option from list of options and provide the reason.

How to hide closed sections?

1. Click on the Vertical ellipsis beside the section name in the sidebar menu.
2. Click on the checkbox to hide closed sections