Workspace screens
Last updated
Was this helpful?
Last updated
Was this helpful?
The workspace form screen provides a detailed overview of the workspace. To access this screen, follow these steps:
Select 'Workspaces' from the side navigation menu.
Click on the workspace you want to view the form for.
Click on 'Workspace form' in the top menu.
On the left side of the screen, you can also add comments or ask questions related to the workspace. This can be helpful for communicating with other participants or for keeping track of important information or decisions related to the workspace.
To access the workspace details screen, follow these steps:
Select 'Workspaces' from the side navigation menu.
Click on the workspace you want to view the details for.
Click on 'Workspace details' in the top menu.
This will take you to the workspace details screen, where you can view and edit the details of the workspace, including the owner of the workspace, workspace topic and the workspace title.
To access the Participants screen, follow these steps:
Select 'Workspaces' from the side navigation menu.
Click on the workspace you want to view the participants for.
Click on 'Participants' in the top menu.
This will take you to the Participants screen, where you can view the list of participants associated with the workspace. Here, you can view their accept status and edit permissions. From this screen, you can also add new participants to the workspace, remove existing ones and changing their accept and edit status by pressing More participants button(only the creator of the workspace), and even send direct messages to participants.
On the Participants screen, you can see the list of participants associated with the workspace. Each participant's acceptance status is also displayed, which can be one of the following:
Accepted: When the invitee accepts the invitation and becomes an active participant in the workspace.
Denied: When the invitee declines the invitation to join the workspace.
Pending: When the invitee has not yet responded to the invitation and their status is still pending.
If a participant has been authorized to edit the workspace, the phrase 'Can edit' will appear next to their name in the participant list. This indicates that they have the ability to make changes to the workspace's contents.
You can send a direct message to other participants by clicking on the message icon next to their name on the Participants screen. This will open up a chat window where you can communicate with them privately and securely without leaving the workspace.
To access the Documents screen, please follow these steps:
Select 'Workspaces' from the side navigation menu.
Click on the workspace you want to access documents for.
Click on 'Documents' in the top menu.
This will take you to the Documents screen, where you can view all the documents associated with the workspace. You can upload new documents, download existing ones, or delete documents as needed.
If you have editing authority, you can add a new document to the workspace by clicking on the '+ Add document' button in the 'Documents' screen. Similarly, you can remove a document by clicking on the delete icon next to it. This allows for easy management of the documents within the workspace.
