Workspace options

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.

Adding personal note

  1. Go to the Workspaces section in the side navigation menu.

  2. Click on the workspace where you want to add a personal note.

  3. Click on the "More" button located at the top right corner of the workspace.

  4. Select "Personal Note" from the dropdown options.

  1. Type your note in the text editor.

  2. Click "Save" to add the note to the workspace."

To gain a deeper understanding of how to add personal note to a workspaces, please proceed with the tutorial provided below.

Editing workspace details

  1. Go to "Workspaces" in the side navigation menu.

  2. Click on the workspace you want to edit.

  3. Click on the "More" button located at the top right corner of your workspace.

  4. Select the "Edit Workspace Details" option.

  5. Edit the workspace details as desired.

  6. Click the "Next" button.

  7. Click the "Save" button to save the changes made to the workspace details.

Editing workspace

  1. Go to "Workspaces" in the side navigation menu.

  2. Click on the workspace you want to edit.

  3. Click on the "More" button located at the top right corner of your workspace.

  4. Select the "Edit Workspace" option.

  5. Edit the workspace form.

  6. Press the "Save" button.

Exporting workspace

  1. Go to "Workspaces" in the side navigation menu.

  2. Click on the workspace.

  3. Click on the "More" button located at the top right corner of your workspace.

  4. Select the "Export" option to download the workspace form in PDF file format.

Deleting workspace

  1. Go to "Workspaces" in the side navigation menu.

  2. Click on the workspace you want to delete.

  3. Click on the "More" button located at the top right corner of your workspace.

  4. Select the "Delete Workspace" option.

  5. Confirm your selection.

Archiving workspace

  1. Go to "Workspaces" in the side navigation menu.

  2. Click on the workspace you want to archive.

  3. Click on the "More" button located at the top right corner of your workspace.

  4. Click the "Archive" button.

  5. Confirm your selection.

To gain a deeper understanding of how to manage workspace options, please proceed with the tutorial provided below.

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