What's a workspace?

Learn what's a workspace on Collato.

Within an organization, there is a workspace(s). This is the second highest-level container in the platform. A workspace has its own collection of unique views, cards (card types, card templates), and properties.

Important to know:

  • Although all users within the organization can access every workspace, no information can transfer between one workspace and another.
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How to create a workspace?

There are different ways of creating a workspace:

  • Wizard setup:

By starting to use Collato though the wizard setup. The workspace will have the data entered during the setup process.

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  • Templates:

By using a new template. The workspace will have the sample data from the template. You can click on delete sample data or use the sample date as a reference.

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  • + button:

By clicking on the plus (+) button next to “Workspaces”. The workspace will be empty and ready for you to start registering your data.

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If you have any questions, you can always contact our support team: support@collato.com.

OTHER TEMPLATES IN UNDERSTANDING THE BASICS
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Hierarchy layout
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List layout
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Timeline layout
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Board layout
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Table layout
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Calendar layout
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What’s a layout?
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What is confidence level?
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What’s a card?
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Filters
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What’s an organization?
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Goal types
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What’s a property?
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Card types
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What’s a view?
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