Workspace options
Last updated
Was this helpful?
Last updated
Was this helpful?
Workspace options refer to the various actions that can be performed on a workspace, such as editing its details, exporting it, deleting it, or archiving it. These options can be accessed by selecting the desired workspace from the side navigation menu, clicking on it, and then clicking on the "More" button located at the top right corner of the workspace. The available options may vary depending on the user's access permissions and the current state of the workspace. By utilizing these options, users can manage their workspaces more efficiently and effectively, ensuring that their work is organized, secure, and accessible.
Go to the Workspaces section in the side navigation menu.
Click on the workspace where you want to add a personal note.
Click on the "More" button located at the top right corner of the workspace.
Select "Personal Note" from the dropdown options.
Type your note in the text editor.
Click "Save" to add the note to the workspace."
Go to "Workspaces" in the side navigation menu.
Click on the workspace you want to edit.
Click on the "More" button located at the top right corner of your workspace.
Select the "Edit Workspace Details" option.
Edit the workspace details as desired.
Click the "Next" button.
Click the "Save" button to save the changes made to the workspace details.
Go to "Workspaces" in the side navigation menu.
Click on the workspace you want to edit.
Click on the "More" button located at the top right corner of your workspace.
Select the "Edit Workspace" option.
Edit the workspace form.
Press the "Save" button.
Go to "Workspaces" in the side navigation menu.
Click on the workspace.
Click on the "More" button located at the top right corner of your workspace.
Select the "Export" option to download the workspace form in PDF file format.
Go to "Workspaces" in the side navigation menu.
Click on the workspace you want to delete.
Click on the "More" button located at the top right corner of your workspace.
Select the "Delete Workspace" option.
Confirm your selection.
Go to "Workspaces" in the side navigation menu.
Click on the workspace you want to archive.
Click on the "More" button located at the top right corner of your workspace.
Click the "Archive" button.
Confirm your selection.