Workspace Overview

Workspaces are collections of related tasks. Shops may have different workspaces for different areas of their business.

Some features that can differentiate one workspace from another:

• One workspace may have a public task portal and others won't.
• Different sets of task questions per task.
• Different task statuses and workflows per task.

Creating Workspaces

You can create workspaces from two pages in the Task Tracking app:

• The home page
• Settings

Editing Workspaces

Editing workspaces is the same as creating them, simply click the settings icon, then select a page to manage. The edit screen has a few different subpages:

Workspace Configuration

On this page you primarily have control over the workspace name, which is visible on various pages of the Public Portal and admin center. You also have controls for the Public Task Portal.

Task Status Settings

Controls different status for tasks per workspace. See the standalone page: Task Status Settings

Delete Workspace

Deleting a workspace hides it from the list of workspaces on the home page. It does not delete tasks and you can restore the workspace in the future if you would like.