Setting Up Workspaces

You can set workspaces up in a number of different ways. The administrator can create different workspace types, and customize the workspace applications, member roles, and permissions associated with a workspace type. The administrator can also create Project Request types that define what information you need to provide when you submit a request.

A typical workflow when setting up workspaces:

1. Create the Workspace—Provide details such as the name, the position of the workspace in the workspace hierarchy, and the applications that will be available to teammembers. For more information, see Creating a Workspace.
2. Add Members to the Workspace—Select enterprise users, add them to the workspace, and assign each user a role.  For more information, see Adding Existing Enterprise Users to a Project. Note: In addition to adding team members from the pool of existing enterprise users, a project manager with the Invite New User to Project permission can add workspace members who are not enterprise users, creating new users at the same time they are adding the users as workspace members. For more information, see Creating New Workgroup Members.
3. Add Tasks to the Workspace—Create tasks and assign them to team members. For more information, see Adding Tasks to a Workspace.
4. Use Applications to Manage the Workspace—Update and complete tasks, collaborate on documents, create and manage issues, risks, and change requests, track workflow with notifications and approvals.

Related Topics:

• Creating a Workspace from a Template—How to create a workspace from a workspace template.
• Creating New Workspace Members—How to add workspace members who are not yet enterprise users.
• Deleting a Workspace—How to delete a workspace.
• Generating a Project from a Project Request—How to generate a workspace from a submitted and approved request.
• Project Home Overview—About the Home page.
• Projects Overview—About the Projects application.

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