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How to manage workspace settings

Learn how to effectively manage your workspace settings by navigating to the main overview, customizing your workspace with a personal icon, and organizing projects through…

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·8 steps·23 views·Published

Learn how to effectively manage your workspace settings by navigating to the main overview, customizing your workspace with a personal icon, and organizing projects through tailored descriptions. This guide provides step-by-step instructions to enhance your workspace efficiency and clarity for your team.

Step-by-step Guide8 steps
  1. Click the Workspace home option

    Selecting the 'Workspace home' option takes you back to your main workspace overview, where you can view and manage your projects and tasks.

    Click the Workspace home option
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  2. Click the 'Click here' link

    This action will trigger the associated functionality for the 'Click here' link in your workspace. Ensure you want to proceed before clicking, as it may lead to a specific task or page.

    Click the 'Click here' link
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  3. Click the Upload your own button

    This action allows you to upload a custom icon for your workspace, personalizing its appearance. After clicking, a file selection dialog will open for you to choose your desired image.

    Click the Upload your own button
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  4. Click the Crop and save button

    This action finalizes your cropping adjustments and saves the changes to your image. You will be returned to the previous screen with the updated image applied.

    Click the Crop and save button
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  5. Click the Main workspace header

    Clicking the 'Main workspace' header will expand your main project area, allowing you to access and manage your recent projects, content, and collaborators more efficiently.

    Click the Main workspace header
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  6. Type 'Sales workspace' in the search field

    Enter 'Sales workspace' to filter and view relevant content in your workspace. This action helps you quickly locate projects or information associated with the 'Sales workspace' category.

    Type 'Sales workspace' in the search field
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  7. Click the Add workspace description field

    Clicking this field allows you to enter a description for your workspace, which can help clarify its purpose and improve organization for team members.

    Click the Add workspace description field
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  8. Type 'Sales team' in Workspace Description

    Enter 'Sales team' in the description field to identify the workspace purpose. This helps clarify the team associated with this workspace in your project management tool.

    Type 'Sales team' in Workspace Description
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